Payment calculator with live estimates inside every deal

Equipment Sales Reps see financing payments the moment they open a deal. The card auto-fills the equipment price from the deal amount and instantly shows an "as low as $/month" estimate using your own approved rates, terms, and minimums

Send a personalized financing offer email in one click

Opens HubSpot's email composer pre-filled with a ready-to-send financing offer: the customer's equipment name, their monthly payment estimate, and a personalized application link. Reps send a polished offer in seconds while the customer is still engaged — no copy-pasting or writing from scratch.

Log financing notes and follow-up tasks without leaving the deal

After discussing financing, reps click once to log a pre-written note (equipment, quoted payment, link sent) and create a follow-up task due tomorrow. Every financing conversation is documented on the record automatically, so deals never stall because someone forgot to follow up.

Built-in call script with objection handling

A collapsible call script coaches reps through the financing conversation: an opener quoting the customer's actual monthly payment, key talking points, proven responses to five common objections ("We prefer cash," "Rates are too high"), and a closing line. New reps sell financing like veterans.