Choose the POS Index plan built for how you sell merchant services.
Track merchants, manage follow-ups, store statements, research competitor equipment, estimate residuals, and give your team one payments-specific sales workspace.
Manage your subscription on the web
Visit posindex.org in your browser to view plans and pricing.
Free
For exploring POS Index, researching equipment, and testing the basics.
$0/mo
- Browse Payment Device, POS & Gateway Catalog
- Compare Competitor Equipment and POS Options
- Device Spec Compatibility Checker
- Basic AI Assistant, 5 messages/day
- Limited Merchant CRM, save up to 3 merchants
- Basic Merchant Notes
- Basic Contact Tracking
- Limited AI Merchant-to-Device Matcher, 3 uses/day
- Up to 5 Active Tasks
- Basic Pipeline Preview
- No Calendar & Follow-Up Tracking
- No Residual / Volume Tracking
- No Merchant Statement Uploads
- No Saved AI Chats
- No PDF Exports & Reports
- No Team Workspace
POPULAR
Pro
For individual agents and reps managing their own merchants, follow-ups, documents, residuals, and sales prep.
$9.99/mo
Billed yearly ($119.88) · Save 20%
✓ Includes 7-day free trial
- Unlimited Merchant CRM
- Full Merchant Profiles with Notes, Contacts & Deal Details
- Calendar & Follow-Up Tracking
- To-Do Tasks and Sales Activity Tracking
- Residual & Monthly Volume Tracking
- Merchant Statement and Document Uploads
- Upload PDFs, Agreements, Quotes & Setup Files
- Payment Device, POS & Gateway Catalog
- Compare Competitor Equipment and POS Options
- Device Spec Compatibility Checker
- Unlimited AI Merchant-to-Device Matcher
- AI Merchant-to-Device Matcher — find the best-fit equipment for each merchant
- Payment-Specific AI Assistant
- AI Sales Prep for Merchant Calls
- Saved AI Chats
- Scripts, Outreach & Proposal Generator
- PDF Exports & Merchant Reports
- Mileage Tracker
- Roleplay Trainer
Cancel before billing.
TEAMS
Team Access
For ISOs, agent teams, POS resellers, and payment sales groups that need shared merchant tracking, team visibility, goals, and admin controls.
$250/mo
Includes up to 10 users · billed monthly
+$15/mo per additional user after 10
- Everything in Pro
- Up to 10 Users Included
- $15/month per Additional User After 10
- Shared Merchant CRM
- Shared Merchant Profiles, Notes & Documents
- Merchant Statement Uploads for Team Accounts
- Team Pipeline Visibility
- Assign Merchants to Reps
- Shared Follow-Ups, Tasks & Next Steps
- Team Dashboard
- Team Goals Dashboard
- Custom Team Leaderboards
- Admin Controls & Seat Management
- Stale Deal and Missed Follow-Up Visibility
- AI Sales Prep Across Shared Merchant Context
- Payment Device, POS & Gateway Research for the Whole Team
- Compare Competitor Equipment and POS Options
- Device Spec Compatibility Checker for team equipment research
- Unlimited AI Merchant-to-Device Matcher for shared merchant accounts
- Team-wide merchant-to-device recommendations
- Team PDF Exports & Reports
- Built for ISOs, Agent Teams, POS Resellers & Payment Sales Groups
Your first 10 users are included. Additional users are $15/month each.
You can update seats later from Team Settings.
Includes up to 10 users · +$15/mo per additional user.
Need more than 25 users? Contact Sales
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TEAMS & ENTERPRISE
For ISO Teams & Larger Sales Groups
Need multiple seats, team access, or a branded workspace for your organization? Contact our sales team for team pricing and setup options.
Multiple seats & shared team access Custom setup and onboarding