Field Sales CRM for Merchant Services
A field sales CRM built for door-to-door merchant services reps.
ResidualOS is a field sales CRM for merchant services reps who sell in person. Field Capture lets you record what happened at each business the moment you leave — and turns those quick notes into structured leads, follow-ups, and residual opportunities.
For merchant services reps canvassing plazas, walking routes, and selling face to face.
Field Capture
Type or speak quick prospecting notes between visits, before the details fade, with no notepad to lose.
Structured leads in seconds
Messy field notes become clean lead records: business, contact, processor, volume, and pain points.
Door-to-door workflow
Designed for canvassing plazas and walking routes — capture many visits a day and keep them organized.
Follow-ups that stick
Every captured visit sets a next action so Tuesday-afternoon follow-ups actually happen.
From visit to residual
Captured leads flow into your pipeline, ready to qualify, demo, and estimate residual value.
Built for payments
Capture the processor, POS, and pricing details that matter when you sell merchant services.
What reps get
- Capture door-to-door and in-person prospecting notes fast
- Turn field notes into structured leads automatically
- A clear next follow-up on every visit
- Captured leads feed your pipeline and residual tracking
- Purpose-built for merchant services field sales
Throw out the notepad. Capture the field.
ResidualOS is in private beta with merchant services reps, ISOs, referral partners, and appointment setters.
Explore ResidualOS
ResidualOS is merchant services software for payment processing reps — not a generic operating system. Owned and operated by AEA Strategic Solutions LLC. Official website: residual-os.com. No payment, banking, or card information is collected for beta access.