The Growth Engine for Payment Processors
Capture more merchants, answer every lead instantly, and stack more residuals with the all-in-one CRM built for ISOs, agents, and payment processing sales teams.
One-time setup fee applies
Perfect, Jordan will see you tomorrow at 2 PM. Can you text a photo of your last processing statement?...
Just uploaded my statement. How long until I see my savings?
If I switch, is there a contract or can I cancel anytime?
Hi, this is Apex Payment Solutions. Sorry we missed your call! How can we help?
Easily Integrates With The Platforms You Already Use, Including:
Increase in Retained Merchants
Businesses Served
Done-For-You Setup
AI Lead Response
You're working trade shows, cold calling, and chasing referrals, yet merchants still slip away.
It's not your fault... but it's costing you residuals.
You're In The Field... and Calls Get Missed
You're at a merchant's counter, on a demo, or at a trade show booth. Meanwhile a business owner calls about their fees and gets voicemail. They call the next processor on Google. Missed calls = missed residuals.
Merchants Ask For A Quote... Then Go Silent
They said 'send me something,' you sent it, and nothing. No one followed up on day 3, day 8, or day 30. Most merchants sign after multiple touches, not the first. Your pipeline is full... of stalled deals.
You're Drowning In Manual Follow-Up
Texting for statements, chasing signatures, figuring out which rep owns which lead, retyping trade show cards into a spreadsheet. You got into payments to close deals, not do data entry.
Replace 5+ disconnected tools with one system built to find merchants, book calls, and close more accounts.
Instant Lead Response & AI Chat
Answer every merchant the moment they reach out, by text, web chat, Facebook, Instagram, or phone.
- AI chat assistant on your website that answers fee questions and books calls 24/7
- Missed call text-back so no caller goes cold
- Two-way SMS, email, and social DMs in one unified inbox
- Automated appointment confirmations and reminders
Yes! Our programs work with a wide range of veterinary practice management systems. Roughly how much do you run in card payments each month?
You're booked for Tuesday at 9:30 AM with Morgan. Clinics at your volume typically pay around $3,000 a month in fees today. Upload your latest statement here so Morgan can show your exact savings:
Here's the first page.
Dedicated Mobile Experience
Run your pipeline from the road. Reps text merchants, get new-lead alerts, and book appointments from their phone.
- Mobile app for you and every rep on your sales team
- Push notifications the second a new merchant lead comes in
- Snap a photo of a merchant's statement and attach it to their record
- Business card scanner for trade show and walk-in leads
Statement Upload, Intake Forms & E-Signatures
Go paperless from first touch to signed agreement. Collect processing statements, merchant intake details, and signatures before the first call.
Merchant Savings Proposal
Drag-And-Drop Stages For Every Merchant
Track every merchant from "New Lead" to "Signed" with a visual pipeline your whole team can follow.
Built For How Payment Processors Actually Sell
Purpose-engineered features designed around ISO structures, sub-agents, and trade show campaigns.
Round-Robin Rep Assignment
New leads go to the next available rep automatically, and existing owners are never overwritten.
Trade Show & Partner Tracking
Branded QR codes and short links for every trade show, partner, or referral source, so you know exactly who sent each merchant.
Industry-Specific Funnels
Separate landing pages for vets, auto dealers, restaurants, salons, and medical practices, each tagged so you know which vertical converts.
Automated Nurture Sequences
14-day follow-up, 90-day nurture, and trade show follow-up that run on their own, and stop the moment a merchant signs.
Instant Team Alerts
The right rep and your office get notified the second a lead or booking comes in, so you respond fast.
Savings Calculator
An interactive "how much can you save" tool for your website that turns passive visitors into qualified sales leads.
Stop Organizing Leads. Start Closing Them.
Your whole sales operation in one unified place. Empower sub-agents, referral partners, and field reps.
Field Capture
Walking out of a merchant's shop? Scan their business card or snap their statement with the mobile app and a lead record is created on the spot, assigned to you, with follow-up already scheduled.
Residual Estimates On Every Deal
Enter monthly volume and SwipeVolt shows the estimated monthly residual for each deal and your whole pipeline, so you work the deals that pay the most.
Partner & Referral Portal
Give appointment setters, referral partners, and sub-agents their own link or login to submit merchants and watch deal status. Every lead is tagged to the partner who sent it.
Training & Resource Hub
Scripts, objection handling, SOPs, program sheets, and partner agreements in one members area, so new reps ramp up fast.
Partner Portal • Coastline Referral Group
Attract the right business owners, turn interest into booked calls, and keep your pipeline full.
"Hi, my current processor just sent a letter saying my rates are going up again. Can you guys do better?"
"Definitely. Rate increases are one of the most common reasons merchants call us. With a cash discount program, most boutiques stop paying processing fees completely. Can I get your first name and the best number to reach you?"
"Renee, and this number is fine."
"Thanks, Renee. I have Thursday at 11 AM or 3 PM open for a quick call with one of our specialists. Which works?"
"Three works."
See how SwipeVolt is helping ISOs and reps grow their portfolios.
"Before SwipeVolt, my agents were losing 40% of inbound calls while at merchant locations. The missed-call text-back and AI chat alone paid for the system in the first two weeks."
"The trade show QR tracking and statement intake form are complete game changers. We collect statements right at the booth instead of chasing business cards next week."
"Having round-robin lead routing and automated multi-touch follow-up keeps our 8 reps constantly fed with appointments. Our merchants actually show up to the savings review."
Got Questions? We Have Answers.
Stop Losing Merchants.
Start Stacking Residuals.
SwipeVolt keeps your pipeline moving even when you're in the field.
STARTING AT $150 A MONTH
Launch now and choose the plan that fits your team.
Full platform access for your team. Includes CRM, pipeline, AI chat, SMS, forms, and mobile app.