🛡 Merchant Save Tool
AllProPay CS | Handle cancellations, save merchants, protect residuals
CS Tool
🚨 Triage
💬 Save Scripts
🆕 Retention Offers
⚠️ Objections
📄 Save Log
🔍 Merchant Situation
Merchant Name
Monthly Volume ($)
How Long Processing With AllProPay?
Select...
Less than 3 months
3-12 months
12+ months
Reason for Call
💰
Rates Too High
⚔️
Got Competitor Offer
📱
Equipment Issue
💬
Service Complaint
🚪
Business Closing
🏔
Seasonal / Slow Period
❓
Confused / Wrong Dept
📋
Statement Confusion
Competitor Rate Mentioned (if any)
📊 Risk Score
--
Fill in merchant info
💵 Revenue At Stake
Est. Monthly Residual
--
12-Month Value
--
Clawback Risk
--
Get Save Script →
Save Scripts by Situation
All
Rates Too High
Competitor
Equipment
Service
Closing / Seasonal
Statement
Retention Offers (Approve with Manager)
Use these in order -- start with Level 1. Escalate only if needed. Document everything in Zoho.
✍️ Offer Authorization Notes
Merchant Name
Offer Selected
Manager Approval (if required)
Self-authorized (Level 1)
Needs manager approval
Manager approved
Notes
Log Offer
Get Script
Common Save Objections
Save Log
Export to Discord
Clear Log
Copy