CRM for Payment Processing Reps
The CRM for payment processing reps who live in the field.
ResidualOS gives payment processing reps one place to track leads, merchants, statements, follow-ups, partners, and residual opportunities. Instead of a generic CRM, it's shaped around prospecting businesses, collecting statements, booking demos, and following the money after a deal closes.
For payment processing reps, ISOs, referral partners, and appointment setters.
Lead tracking
Move prospects from first conversation to submitted application without losing the thread between visits.
Merchant management
Keep every merchant's processor, POS, volume, and pricing organized for faster, more accurate proposals.
Statement capture
Attach statements and proposed processing details to a lead so you can estimate value and follow up with specifics.
Follow-up management
Clear next actions on every record keep your day-after-the-field organized.
Partner submissions
Let referral partners and appointment setters submit deals and demos and track their status.
Residual opportunities
Forecast and monitor residual value and partner payouts across your portfolio.
What reps get
- Leads, merchants, statements, and follow-ups in one rep-focused workspace
- Proposed-processing estimates tied to each lead
- Partner and appointment-setter submissions with status tracking
- Residual opportunity and payout tracking
- Field Capture for in-person prospecting
Run your payments pipeline from one place.
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.