Apex finds the merchants worth funding and follows them to the deal.

Find

Discover searches for small businesses by trade and place; Curate decides which to save.

Work

Leads holds every saved merchant, with the person to contact when Apex found one; Inbox has the replies and Today what is next.

Outreach

Campaigns shows the Instantly cold email campaign; Meetings lists the Calendly bookings that match a saved merchant.

Book

Salesforce leads lists the leads created in BTC's Salesforce since Apex began reading it, other than Apex's own; Intake reads the leads BTC buys.

Insights

Pipeline and Reporting follow each merchant from the first email to funding.