About POS Index
A CRM built for payment professionals.
POS Index is a payment-focused CRM and sales workspace built for agents, ISOs, merchant service providers, and payment teams. It helps payment professionals manage merchants, track follow-ups, monitor residuals, log equipment, compare devices, research gateways, and prepare for sales conversations in one place.
POS Index is not a processor, does not sell merchant accounts, and does not push one platform over another.
Our Mission
POS Index was created to solve a real problem in the payment industry: payment professionals are expected to manage merchant pipelines, remember equipment details, track residual opportunities, compare devices, answer compatibility questions, and follow up consistently — often across scattered spreadsheets, notes, processor portals, spec sheets, and old conversations.
POS Index brings that workflow into one platform. Our mission is to help agents and ISO teams manage their merchant relationships more clearly while giving them built-in access to the hardware, POS, gateway, and AI tools they need to prepare faster and recommend equipment with more confidence.
What POS Index Helps You Do
Six core capabilities built around the payment sales workflow.
Merchant CRM
Track merchants from lead to live account with profiles built around payment sales.
Calendar & Follow-Ups
Keep next steps connected to your merchant pipeline.
Residual Tracking
Monitor merchant value where your merchant data already lives.
Device, POS & Gateway Catalog
Research payment equipment without leaving your CRM workflow.
Compare & Match Tools
Make cleaner equipment recommendations for each merchant.
Payment-Specific AI
Use AI built around payment sales, merchant conversations, and equipment research.
What We Stand For
Built for Payment Professionals
Designed specifically for agents, ISOs, merchant service providers, and payment sales teams. Not a generic CRM with payment language added on top.
Neutral & Factual
Payment hardware, POS, and gateway information is presented without favoring one processor, provider, or platform.
Transparency
Device, gateway, and equipment information is presented as clearly as possible. When something should be verified, we say so.
Organized Merchant Workflows
The platform is built around the real workflow of payment professionals: tracking merchants, logging equipment, managing follow-ups, monitoring residuals, and preparing for sales conversations.
Practical Sales Support
POS Index is designed to help reps work faster, stay organized, and make better recommendations before, during, and after merchant conversations.
Who POS Index Is Built For
What We Don't Do
- Sell merchant accounts or act as a payment processor
- Lock recommendations to one platform, gateway, processor, or provider
- Push biased hardware rankings for commissions
- Replace underwriting, contract review, compliance review, or rate negotiation
- Guarantee that every device, gateway, or compatibility detail is complete without verification
- Replace the judgment of a payment professional working with a real merchant