Case Study: 360 Payments achieves team alignment and real-time sales visibility with Pipedrive

A Relentless Focus on the Customer Gives San Francisco’s 360 Payments a Winning Edge

360 Payments, a San Francisco fintech founded by Lisa Coyle, set out to change the payments industry by removing the stigma of credit-card processing and building trust with merchants. Facing the common challenges of fintech sales—skeptical prospects, a need to scale repeatable relationships, and the pressure to grow—360 Payments focused on making honest, pain-free payments its differentiator.

The company used a customer-first sales playbook—genuine curiosity, meticulous note-taking, and relatable conversations—combined with a people-centered culture and Pipedrive sales software to align activity, reporting, and accountability. The result: faster, more reliable sales execution, fewer “dropped balls,” and sustained growth—Inc. 5000 recognition four years running and expansion into California, Utah, and Oklahoma.

360 Payments

Lisa Coyle

Co-CEO