Payments deals stall in the same places: KYB, the agreement, test credentials, go-live. SHŌ puts every step on one checklist, shows your merchant exactly where they are, and flags the deals that have gone quiet — and it makes finishing feel good, for your reps and for the merchant.
Start your free trialThe built-in payments checklist covers the exploratory call, commercial proposal, KYB documents submitted and approved, agreement, test credentials, sandbox testing, production credentials and live. Edit it to match how you work.
Each deal has a private link your merchant can open without logging in. They watch their checklist tick along and confirm the steps that are theirs, like sending documents or signing.
KYB and credentials steps are signed off by compliance inside the checklist, so approvals are never lost in an email thread.
SHŌ flags deals that have sat idle too long and shows what each one is waiting on, so you follow up before momentum is lost.
Streaks, stamps, starred milestones, goals and a leaderboard turn a pipeline into a game your reps want to win. The merchant gets a progress bar that fills up, so finishing their part feels good too. That is what separates SHŌ from a regular tracker or CRM.
Gamification is one of the most well-documented levers in behavioral science for getting people to finish what they started.
SHŌ builds that same principle into every deal — for your reps, and for the person on the other end of the link.
A deal tracker shows where every deal stands and what happens next. SHŌ does that with one checklist per deal, plus a live link your merchant can follow.
Put KYB documents submitted and KYB approved on the deal's checklist, assign the approval to compliance, and let the merchant confirm the documents step from their link. Everyone can see where the deal is.
Most stall waiting on something: KYB documents, a signed agreement, test credentials or a reply. SHŌ shows what each deal is waiting on and flags the ones that have gone quiet.
No. SHŌ tracks the steps, sign-offs and progress of each deal alongside whatever CRM you already use.
No. SHŌ doesn't collect documents on the platform. It helps you track deals with your merchants: the steps, who signs off, and where everything stands.
3 days, and no card is required to start.
£25.99/month
One person, flat rate.
£19.99/month per person
2 or more people, billed to one entity.
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