Self-Serve Commerce

A Storefront for Your LeadsLet buyers shop, pay, and reorder on their own.

Buyers browse lead packages, pay through Stripe, and track their prepaid units. Your team can spend less time on invoices and payment records. Finish the buyer delivery setup before traffic starts.

Stripe-native

Checkout

One-time + recurring

Buy once or subscribe

FIFO tracked

Prepaid inventory

Inside Lead Router

Let buyers explore your catalogue

Let buyers explore your catalogueSample workspace
Let buyers explore your catalogue. The sample storefront presents the products available from this network.
The sample storefront presents the products available from this network. Real product screen with sample data.

The Basics

A store for your buyers

Self-serve commerce for lead buyers, built into the same platform that routes the leads.

Publish lead packages with a price and a number of units. Buyers choose a package and pay through Stripe. The portal shows their purchases and the units they have left.

A storefront lets you sell to your own buyers. They can place orders and manage purchases on their own. Your team handles any required delivery setup and support.

The Flow

How the storefront works

Six steps from publishing a package to a buyer reordering, every one of them self-serve.

01

You publish lead packages

Define your lead packages as SKUs: a volume, a price, and whether it sells as a one-time pack or a recurring subscription. Each SKU becomes a product on your storefront with clear pricing. No proposal decks and no per-buyer quotes: the catalog is the price list.

02

The buyer lands on your storefront

A buyer picks a package and starts checkout. The store asks for their email, first name, and TCPA consent before sending them to Stripe. A pending buyer record keeps the checkout tied to that person.

03

They check out with Stripe

Checkout is Stripe-native. Buyers pay by card and save a payment method for one-click reorders and automatic renewals. Coupons and promo codes apply at checkout. Payment funds the purchase; configured onboarding and delivery-readiness requirements still apply.

04

Prepaid inventory is credited, FIFO tracking begins

A successful payment adds units to the prepaid balance for that product. The platform uses the oldest funded purchase first. Buyers can see how many leads they have left.

05

Leads draw down inventory automatically

Prepaid storefront delivery waits for Stripe to confirm payment. The payment event funds the purchased lead inventory.

06

Buyers reorder or subscribe, all self-serve

When inventory runs low, the buyer reorders in one click or switches to an auto-renewing subscription. They pause, resume, or cancel themselves from the portal, with every change reflected back from Stripe. Receipts, invoices, and billing history live in the buyer portal automatically.

What's Inside

Everything a buyer needs to buy and self-manage

The commerce tools that replace your invoicing, collections, and prepaid-balance bookkeeping.

Lead packages as SKUs

Buyers browse a catalog of lead packages with clear, up-front pricing. Each package is a SKU you publish once. The catalog is the price list, so there are no per-buyer quotes to write.

One-time packs or subscriptions

Sell a package as a one-time pack or as a recurring subscription that auto-renews monthly or annually. Buyers choose at checkout; subscriptions credit fresh inventory on every cycle.

Stripe-native checkout

Card payments and saved payment methods through Stripe. Email, first name, and TCPA consent are captured before the redirect, and a pending-payment buyer record is created right away, so there are no invisible buyers.

Prepaid inventory, tracked FIFO

Every paid purchase adds prepaid units. Delivery uses units from the oldest funded purchase first. Buyers can see their remaining units in the portal.

Coupons & a referrer program

Discount codes and promo codes sync from Stripe, and a referrer program with commission tiers turns your existing buyers into a buyer-acquisition channel.

Self-serve pause, resume & cancel

Buyers pause, resume, and cancel subscriptions themselves, with no ticket and no call. Every change is reflected back from Stripe into the buyer’s inventory state and shown in the portal.

Receipts, invoices & billing history

Automatic receipts, invoices, and a full billing history live in the buyer portal. Reordering or buying more leads is a single click.

Pay-first guarantee

Storefront leads only flow after Stripe confirms payment. Delivery is gated on a paid balance, so prepaid leads never go out against an unpaid invoice.

One-click reorder

When a buyer’s inventory runs low, a saved payment method and the published catalog make buying more leads, or switching to a subscription, a single tap away.

What Changes

What replaces the manual status quo

The storefront reduces manual work for orders, payments, and prepaid balances.

Less payment follow-up

Buyers pay through Stripe at checkout. When funds reach your bank depends on your Stripe payout schedule.

No invoice chasing

Prepaid storefront orders are funded before leads are delivered. Refunds and card disputes have their own process.

No spreadsheet inventory

Prepaid balances are tracked automatically with FIFO consumption. The oldest funded purchase is used first, every buyer sees their own remaining leads, and nobody keeps a spreadsheet of who prepaid what.

Buyers self-checkout 24/7

Buyers can browse, pay, pause, and reorder through the store. You sell direct to your buyers and pay the platform and service charges that apply. Your team still completes required buyer setup before delivery.

The Front Door

Checkout is step one. Guided setup comes next.

Collect payment, guide buyer choices, and finish the delivery configuration your product needs.

After checkout, the configured wizard collects state choices, a daily cap, delivery preferences, custom answers, and terms acceptance. API webhook choices require operator integration setup, and call products can remain pending until their call configuration is ready.

The storefront and wizard reduce repetitive setup work while keeping the remaining operator tasks visible. See how the onboarding wizard works.

See the buyer’s side

From questions to a clear next step

Watch a buyer choose states, set a daily cap and pick delivery in a real setup flow.

  1. You define the setup

    You attach the supported steps to the product’s wizard.

  2. The buyer supplies the answers

    A setup link opens the steps for the product the buyer bought.

  3. Your team finishes the setup

    API delivery still needs integration work. Funding, contract state and any pending call setup still apply.

60 seconds · Captioned, no audio needed · Actual interface, fictional workspace
Read the video transcript
  1. 0–12 seconds: A fictional buyer workspace shows the available lead products. This demonstration does not place an order or charge a card.
  2. 12–26 seconds: The buyer opens a prepared setup flow and selects the states where they want to buy leads.
  3. 26–38 seconds: The daily-cap step collects the buyer’s volume limit.
  4. 38–50 seconds: The buyer selects delivery. An API webhook choice needs the operator to set up the integration.
  5. 50–60 seconds: The buyer reviews the terms. The recording stops before activation or notifications. Operator integration work and final checks still apply.

Products, checkout links and purchase controls

Sell configured lead and call products through the same buyer commerce workflow.

See the setup after a purchaseSample workspace
See the setup after a purchase. A prepared buyer setup asks for a daily lead limit. No order or payment was made for this example.
A prepared buyer setup asks for a daily lead limit. No order or payment was made for this example. Real product screen with sample data.

Lead and call products

Create products for form leads or calls, with one-time or recurring purchase options. Call purchases retain their setup requirements; paying for a product does not configure a call destination.

Currencies and branded links

Use supported product currencies and branded checkout links. A public catalog feed lets another site present the available products without exposing administrator credentials.

Coupons and eligibility

Configure first-purchase restrictions, redemption limits and the products a coupon applies to. The checkout evaluates eligibility rather than assuming every returning buyer can reuse a promotion.

Inventory, credits and upgrades

Each prepaid purchase creates inventory with a record of how it was funded. Upgrades and credits follow the purchase path you set up. Remaining inventory and account cash are different numbers, so review the order and funding records when you reconcile a change.

Frequently Asked

FAQ

What operators ask before putting their buyers on a self-serve storefront.

Do buyers need an account before paying?

No. Buyers can browse packages and start checkout first. Before the Stripe payment page, the store asks for an email, first name, and TCPA consent; phone is optional. It creates a pending buyer record tied to the checkout. Payment can activate the account, but delivery still needs the required setup and checks.

Can buyers buy one-time or subscribe?

Both. Each lead package is a SKU that can be sold as a one-time pack or as a recurring subscription that auto-renews monthly or annually. Buyers choose at checkout. Subscriptions renew automatically through Stripe and credit fresh prepaid inventory on each cycle; one-time packs simply credit the inventory once.

How is prepaid lead inventory tracked?

Every purchase credits a prepaid inventory bucket. As leads are delivered, the platform lowers the remaining-lead count automatically and uses the oldest funded purchase first (FIFO). Buyers always see exactly how many leads they have left, and you never have to reconcile a spreadsheet of who prepaid what.

What payment methods are supported?

Checkout is Stripe-native, so buyers can pay by card and save a payment method for one-click reorders and automatic subscription renewals. Coupons and promo codes sync from Stripe, and a referrer program with commission tiers lets your existing buyers help acquire new ones.

Can buyers pause or cancel themselves?

Yes. Buyers pause, resume, and cancel their own subscriptions from the buyer portal, with no support ticket and no call. The change is reflected back from Stripe into the buyer’s inventory state, so a paused subscription stops renewing and the portal shows the correct status.

What stops delivery on an unpaid balance?

A pay-first guarantee. Leads only flow after invoice.paid. Delivery is gated on a paid balance, so leads never go out against an unpaid invoice. Buyers fund their inventory first, then the leads draw it down. This describes prepaid product inventory. Separately configured balance-funded contracts can use a buyer credit limit.

Self-Serve Commerce

Give your buyers a store.

Publish your lead packages and send buyers to the store. They can pay through Stripe, buy prepaid units, and manage subscriptions. Complete the delivery setup, then start sending paid inventory.

Every module included at no extra license fee.