CRM built specifically for payment professionals
Track merchants, equipment, follow-ups, residuals, and sales activity in one workspace — with built-in device research, merchant matching, and AI sales support.
Start a 7-day free trial to explore the platform yourself, or request a demo and we'll send you a walkthrough of the core features.
POS IndexBuilt-in payment hardware, POS, and gateway reference
Search devices, gateways, and POS systems without leaving your merchant workflow.
Everything you need to close and manage more merchants
Track merchants, compare equipment, manage follow-ups, monitor residuals, and prepare for sales conversations in one payment-focused CRM.
Merchant CRM
Manage merchant profiles, sales stages, notes, follow-ups, tasks, and equipment history.
Device & POS Catalog
Research terminals, POS systems, gateways, and payment hardware using a searchable built-in reference.
Compare & Match
Compare devices side-by-side and match merchants to better-fit equipment based on business type and use case.
Residual Tracking
Monitor merchant volume, track residual opportunities, and prioritize higher-value accounts.
Payment-Specific AI
Get help with sales prep, device questions, objection handling, meeting prep, and follow-up messaging.
Proposals & Outreach
Generate merchant-facing proposals, outreach drafts, and follow-up communication inside the platform.
Keep every merchant organized in one workspace
Store merchant details, follow-ups, notes, equipment, and residual estimates in one place so reps can stay organized and move faster.
- Contact info, notes, and next steps tied to each merchant
- Follow-ups and tasks so nothing slips through the cracks
- Residual estimates and volume tracked per account
Busy lunch rush, long lines at the register. Wants faster checkout + tip handling. Renewal in 60 days.
Track your pipeline without losing deals in the shuffle
Manage leads, follow-ups, and next steps in a workflow built for merchant services sales teams.
- Stages: Lead · Demo / Discovery · Submitted · Underwriting · Live · Closed
- Estimated monthly volume and residual shown on every card
- Avoid stale merchants and missed follow-ups
Keep equipment tied to the merchant profile
Save current or recommended devices directly inside a merchant record so important equipment details never get lost.
- Tag devices as Current Device or Recommended Device
- Keep sales prep and equipment context attached to the merchant
Research competitor equipment instantly
Compare smart terminals, POS systems, and payment devices side by side so reps can quickly find the right fit for each merchant.
- Screen size, printer, battery, connectivity, and best-fit industries
- Research competitor equipment with side-by-side comparisons instantly
Prepare for merchant conversations with AI built for payments
Use the AI assistant to uncover pain points, prepare talking points, and turn merchant details into better sales conversations.
- Pain points, objections, and talking points for each merchant type
- Likely questions to ask and recommended solutions to discuss
- Send merchant profiles to AI for pain-point discovery and recommendation help
Help me prep for a sales call with this auto repair shop.
- •How are deposits handled today?
- •Do you key in phone payments?
- •How do service tickets get paid?
Give sales leaders better visibility into team activity
Track merchants, team activity, and shared pipeline progress in one payments-specific workspace.
- Shared merchant tracking with owner tags on every account
- Team metrics, goals, and a residual leaderboard snapshot
Built around the merchant services workflow
From first conversation to live account, POS Index keeps merchant context, equipment research, and follow-ups connected.
Add the merchant
Create a profile with status, notes, volume, equipment, and next steps.
Research the setup
Use the catalog, comparison tools, and matcher to evaluate better-fit options.
Prepare the conversation
Use payment-specific AI to generate questions, explain recommendations, and draft follow-ups.
Track the outcome
Schedule follow-ups, update status, monitor residual opportunities, and keep the account moving.
Want a walkthrough before you start?
Start a 7-day free trial to explore POS Index yourself, or request a demo and we'll send you a walkthrough of the core features.
Use POS Index solo or with your team
Built for individual agents, small ISOs, and growing merchant services teams.
For individual agents
Stay organized, prepare faster, track merchants, compare equipment, and manage follow-ups without building your own spreadsheet system.