The Growth Engine for Payment Processors
Capture more merchants, answer every lead instantly, and stack more residuals with the all-in-one CRM and marketing system for merchant services agents, ISOs and payment processors.
Built for merchant services agents, ISOs, sales offices and payment processors. See our merchant services CRM and pricing.
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?
What is SwipeVolt?
SwipeVolt is a CRM and marketing automation platform built for merchant services agents, ISOs and payment processors. It captures every lead, answers and follows up on missed calls, works trade show leads, and wins back cold merchants, so you close more accounts and grow your residuals.
Integrates With The Platforms You Already Use
Plus hundreds more through our app marketplace, Zapier and Make.
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.
Merchant services and payment processors lose residuals every day this way. It's not your fault, but it's costing you.
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 payment processor on Google. Missed calls = missed residuals.
How SwipeVolt fixes it
- Missed calls get an instant text back.
- The AI receptionist answers and books the appointment.
- Every call is logged to the lead's record.
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.
How SwipeVolt fixes it
- Automatic follow-up on day 1, 3, 8 and 30.
- Texts and emails sent in your name.
- Stalled deals get flagged in your pipeline.
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 merchant services to close deals, not do data entry.
How SwipeVolt fixes it
- Statement requests and signature reminders go out on their own.
- Every lead is assigned to the right rep.
- Trade show cards are captured without retyping.
One CRM That Replaces 5+ Tools for Merchant Services and Payment Processors
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.
How Agents, ISOs and Payment Processors Use SwipeVolt
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. Built for cash discount, dual pricing, and surcharge programs.
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
Merchant Services Lead Generation and Follow-Up on Autopilot
Attract the right business owners, turn interest into booked calls, and keep your pipeline full. Built for merchant services agents and payment processors selling cash discount, dual pricing, and traditional processing.
"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.
"I refer every single customer that I know to Ignite Creative. They have done an amazing job for our organization as well as every payment professional that I refer to them. I'm so honored to be working with them on a regular basis and look forward to many more years of success in our partnership. None of our customers have ever called with an issue that they couldn't address, fix or automate. When you're working with them, you're working with the best"
"I've had the opportunity to work closely with Melissa, and I can confidently say her level of professionalism is unmatched. She has a rare talent for creating CRM systems that are not only powerful but incredibly intuitive. Watching her build out custom solutions that simplify complex processes and drive real business results has been seriously impressive. If you're looking for someone who truly understands how to streamline your operations and help you scale, Ignite Creative is the partner you want in your corner. Melissa doesn't just set up systems—she designs strategy-backed engines for growth. Highly recommend checking this out if you're ready to stop piecing things together and start running your business like a pro."
"Exceptional service and support from my CRM provider, consistently going above and beyond to meet our needs."
Merchant Services and Payment Processing CRM FAQ
Stop Losing Merchants.
Start Stacking Residuals.
SwipeVolt keeps your pipeline moving even when you're in the field.
SwipeVolt Pricing: Starting at $199 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.