Stratamize Request access

● STRATAMIZE CRM · OPERATOR SUITE

The CRM built by the operator who runs the floor.

Contacts, pipelines, and compliant outreach in one system — wired straight into Stratamize POS and the vending platform, so a lead, a sale, and a machine on location are the same record, not three spreadsheets.

Request access See what it does

Built and run inside Stratamize LLC — the same company operating live vending hardware and retail in Newnan, GA. Software we use before we sell it.

PIPELINE · LOCATIONS

Illustrative layout · not customer data

Why Stratamize CRM is trustworthy

ONE RECORD · LEAD → SALE → LOCATION TCPA / CAN-SPAM CONSENT TRACKING FULL AUDIT TRAIL ON EVERY MESSAGE US-OPERATED · NEWNAN, GA WIRED TO POS + VENDING

● CAPABILITIES

Everything an operator needs to move a lead to a live location.

No add-on tax, no per-seat surprise modules. The CRM ships with the parts a small operator actually uses, and the same compliance discipline a sponsor bank expects to see behind every outbound message.

Contacts & companies

One profile per person and per location — site address, foot-traffic notes, consent status, every call and message in a single timeline. Custom fields for the things operators track: power access, age-gate requirement, contract date.

Pipelines & deals

Build the stages your business runs — new lead, site qualified, agreement out, machine placed. Drag deals forward, set follow-up tasks, and see exactly where every opportunity sits and what is stuck.

SMS & email outreach

Send a single text or a templated email, or schedule a sequence — all with consent checks, opt-out handling, and quiet-hours built in. Outreach you can send confidently and explain to an auditor line by line.

Segmentation

Filter by stage, location type, consent status, last contact, or any custom field, and save the view as a segment. Reach the right twenty contacts instead of blasting the whole list and burning your sender reputation.

POS & vending integration

A closed-won deal becomes a location on the vending platform; a sale at the POS attaches to the customer record. The lead, the transaction, and the machine on the floor share one identity across the whole suite.

Audit trail & access

Every message, consent change, and stage move is timestamped and attributed. Role-based access keeps outreach and customer data scoped to the people who should touch it — the trail a sponsor bank asks for, ready before they ask.

● COMPLIANT BY CONSTRUCTION

Outreach a risk underwriter can sign off on.

Messaging compliance is not a checkbox bolted on later — it is how the outreach engine is built. Consent is captured at the source, enforced at send time, and provable after the fact.

  • Express consent on file for every recipient, with the source and timestamp stored on the contact.
  • STOP / unsubscribe honored automatically — opt-outs suppress the contact across every future send, no manual cleanup.
  • Quiet hours and frequency caps keep SMS inside TCPA-safe windows and protect deliverability.
  • CAN-SPAM essentials — physical address, clear sender, one-click unsubscribe on every email.
  • Exportable audit log ties each message to its consent record for KYC, dispute, and sponsor-bank review.

CONSENT LEDGER · PER CONTACT

SMS · CONSENTED

Opted in via web form. Quiet-hours enforced. STOP not received.

SOURCE: site-visit form · 2026-05
EMAIL · OPTED OUT

Unsubscribed. Suppressed from all sends. Profile retained, no outreach.

HONORED: automatic · audit-logged

Illustrative — not customer data.

● THE LIFECYCLE

One record, from first inbound to a machine on the floor.

The reason the suite is one company and not three vendors: nothing gets re-keyed. The same identity carries the operator's work end to end.

Lead lands

An inbound call (answered by the Stratamize voice agent) or a web form creates a contact with consent captured at the source.

Qualify the site

Log foot traffic, power access, and age-gate requirements on the location profile, then move the deal through your pipeline stages.

Outreach & follow-up

Send compliant SMS and email from the record — sequences, reminders, and quiet-hours handled — with every message on the timeline.

Close and place

Closed-won provisions the location on the vending platform; the first sale at the POS attaches back to the very same customer record.

● WHO IT'S FOR

Made for operators who carry the whole business themselves.

Vending operators

Running TCN K518 machines on the Stratamize platform and chasing the next placement. Track location leads, send compliant outreach, and let a closed deal flow straight into machine provisioning.

Retail & counter operators

Tie POS customers to a real profile, follow up on high-value buyers, and run consented promotions — without exporting a single CSV to a separate email tool.

Multi-venture owners

One operator, several businesses. Keep every contact, pipeline, and conversation under one roof with scoped access per venture and one audit trail across all of it.

● OPERATOR-BUILT

We run this CRM on our own pipeline before it reaches yours.

Stratamize is a software company run by a hands-on operator: ten-plus years in retail in the counterculture and vape industry, a flagship store in Newnan, Georgia, and four-plus years building a vending platform that is real and deployed on live TCN K518 hardware.

That means the CRM was not designed in a vacuum and demoed to operators. It was built because we needed it — to move our own location leads, send our own consented outreach, and keep one record per customer across vending, POS, and the floor. The compliance discipline a sponsor bank looks for is in the product because we have to clear that bar ourselves.

  • Software built by the company that runs the businesses it serves — not a reseller, not a flipper.
  • US-operated out of Newnan, GA, under Stratamize LLC, with a real address and real support line.
  • Consent, audit trail, and access control built in because we answer for them too.

ONE IDENTITY · ACROSS THE SUITE

Stratamize CRM System of record · contacts & deals
Stratamize POS Sales attach to the customer
Vending platform Closed-won → location provisioned

● INTEGRATION

Part of the suite, not another silo.

The CRM is the system of record for who you are working with. The POS and the vending platform read from and write to it, so the customer you closed is the customer you serve.

  • A closed-won deal can provision a new location on the vending platform — no re-entry.
  • POS transactions attach to the CRM customer, so lifetime value lives next to the conversation.
  • Inbound calls handled by the Stratamize voice agent drop straight into the pipeline as qualified leads.
  • Automations trigger off CRM events — a stage change, a new lead, a missed follow-up.

● ACCEPTING OPERATORS & PARTNERS

Bring your pipeline into one operator-built system.

Tell us about your operation and we will set you up. Sponsor banks and payment partners evaluating Stratamize — reach the same line; we will route you to the compliance and platform detail you need.

Request access Call (770) 629-0928

Stratamize LLC · Newnan, GA · Support@stratamize.com