Merchant Services CRM Built for Agents and ISOs
Built for merchant services agents, ISOs, and sales offices. Other CRMs track the leads you already found. SwipeVolt answers them, books them, and stacks more residuals.
What is a merchant services CRM?
A merchant services CRM is a customer relationship manager built for ISOs, agents and sales teams who sell payment processing. SwipeVolt captures every lead, answers and follows up on missed calls, collects processing statements, and books savings reviews, so you close more accounts and grow residuals.
One merchant services CRM that replaces 5+ tools
Built for merchant services agents and ISOs to find merchants, book calls, and close more accounts, including cash discount and dual pricing programs.
Instant lead response & AI chat
Answer every merchant the moment they reach out, by text, web chat, social DM, or phone. AI chat on your site answers fee questions and books calls around the clock, and missed call text-back keeps every lead warm.
Dedicated mobile experience
Run your pipeline from the road. Merchant services agents text merchants, snap a photo of a processing statement, scan trade show business cards, and get new-lead alerts the second a business owner reaches out.
Statement upload & e-signatures
Go paperless from first touch to signed agreement. Collect processing statements and merchant intake, then send an e-signed savings proposal without ever opening a second tool.
Drag-and-drop lead pipeline
Track every merchant from New Lead to Signed with a visual pipeline your whole team can follow. See card volume, estimated residual, rep, and source on every deal in one board.
Partner & referral portal
Give appointment setters, referral partners, and sub-agents their own link to submit merchants and watch deal status. Every lead is tagged to the partner who sent it.
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.
Industry-specific funnels & QR tracking
Separate landing pages for restaurants, auto dealers, vets, salons, and medical practices, plus branded QR codes for trade shows so you know exactly who sent each merchant.
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. Follow-up that never sleeps and closes more accounts.
Instant team alerts
New leads go to the next available rep automatically and your office gets notified the second a lead or booking comes in, so you respond fast and nothing slips through the cracks.
Stop organizing leads. Start closing them.
Other merchant services CRMs track the leads you already found. SwipeVolt creates them, answers them, and closes them.
Your back office tracks residuals. SwipeVolt creates them with AI lead response, statement upload, and follow-up that never sleeps.
Stop organizing leads. Start closing them, with a pipeline, field capture, partner portal, and residual estimates in one place.
Merchant Services CRM FAQ
Related guides
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.