Merchant Services CRM
A CRM built specifically for how payment reps work.
ResidualOS is a merchant services operating system for the people who sell payments. It's designed around walking into businesses, booking demos, collecting statements, tracking partner referrals, managing program-specific training, and following the money after the deal closes — not a generic CRM bolted onto payments.
Built for payment processing reps, ISOs, referral partners, and appointment setters.
Lead pipeline for payments
Track prospects from first field conversation to submitted application or booked demo.
Field Capture
Replace the notepad with fast prospecting notes that become structured leads instantly.
Follow-up management
Keep the next action clear so no follow-up slips through the cracks.
Partner & setter portal
Give referral partners and appointment setters a portal to submit demos and track status.
Training & documents
Organize scripts, SOPs, agreements, and provider docs in one place.
Residual opportunity tracking
Estimate residual value, partner payouts, and owner share across your book.
What reps get
- Purpose-built for merchant services, not broad sales teams
- Field Capture, lead pipeline, and follow-up management in one workspace
- Partner and appointment-setter portal with program-specific workflows
- Training center and document center for scripts, SOPs, and agreements
- Residual and commission tracking with proposed-processing estimates
The CRM that finally understands merchant services.
ResidualOS is in private beta with merchant services reps, ISOs, referral partners, and appointment setters.
ResidualOS is merchant services software for payment processing reps — not a generic operating system. Official website: residual-os.com. Owned and operated by AEA Strategic Solutions LLC.