Merchant Services CRM
A merchant services CRM built for how payments are actually sold.
ResidualOS is a merchant services CRM designed specifically for the people selling payment processing — not a generic CRM bent to fit. It organizes leads, merchants, statements, follow-ups, partners, training, and residual opportunities around the real merchant services workflow.
Built for merchant services reps, ISOs, referral partners, and appointment setters.
A pipeline for payments
Track prospects from a first field conversation to submitted application or booked demo, with stages that match how payment deals actually move.
Merchant records that fit
Capture processor, POS, monthly volume, pricing, and pain points — the details that matter when you sell merchant services.
Follow-ups that don't slip
Every lead carries a clear next action so follow-ups stop falling through the cracks between field visits.
Partners and setters
Manage referral partners and appointment setters, route their submissions, and keep training in one place.
Residual opportunity tracking
Estimate and monitor residual value, partner payouts, and owner share across your book of merchants.
Built for the field
Field Capture turns quick door-to-door prospecting notes into structured leads the moment a conversation ends.
What reps get
- Purpose-built for merchant services — not a repurposed generic CRM
- Lead pipeline, merchant records, and follow-up management in one place
- Referral partner and appointment-setter management with submissions and training
- Residual opportunity tracking with proposed-processing estimates
- Field Capture for fast, structured in-person prospecting
The CRM that finally understands merchant services.
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.