RailCRM is the field-sales operating system for ISO offices and POS teams — engineered by an operating sales floor, tailored to your office, and obsessed with one outcome: more signed merchants.
Most CRMs were built for accountants. We built ours for closers.
The payments industry runs on field reps — people walking into restaurants, building trust, closing deals between the lunch and dinner rush. Yet every tool they're handed was built for the back office or borrowed from a generic playbook. RailCRM exists to change that: a weapon-grade sales tool for the rep on the street.
RailCRM runs an active ISO sales team every day. Every feature earned its place in the field. You're buying a tool already proven on a floor exactly like yours.
Your stages, products, processors, and workflow. With the Tailored plan we configure RailCRM around how your office actually sells, migrate your data, and brand it as yours.
Genuinely mobile. A rep logs a merchant, advances a deal, and sets the next follow-up from a parking lot in fifteen seconds.
Works no matter who you board with — nothing to switch, no conflict of interest. Month-to-month; we keep your business by being good.
No support maze. You talk to the operators building the product — request a feature and watch it ship.
Speed is everything in the field. Capture a lead in seconds — merchant, contact, processor, opportunity — so nothing lives in a notebook long enough to be forgotten.
Stages that match how a POS deal really moves — lead, demo, quote, application, boarding, live. Every card carries the context a rep needs and the next step that keeps it moving.
Stop chasing reps for updates. See what's hot, what's stalled, and where a deal is about to slip — then act before a competitor signs it.
Product illustrations. Every RailCRM instance is tailored to how your office actually sells, so your live screens will look like your business.
A focused one-at-a-time dialer with daily call goals, inline scripts, and a clean session summary. Reps stay in motion and tear through call lists without losing their place.
Predicts which owners are on-site this moment from their schedule patterns, so reps call when the decision-maker is actually there.
Instant AI summaries of every lead plus AI-built call lists — reps always know who to call next and what to say.
A transparent, manager-tunable priority score ranks every lead so the hottest opportunities rise to the top.
Tracks competitors' POS contract end dates and surfaces the 90-day switch window — displacement on autopilot.
Auto-matched to the merchant's current POS — Toast, Square, Clover, SpotOn, Aloha — every objection answered on the call.
A full appointment lifecycle with confirmations and reminders so nothing booked ever slips.
From signature to install — equipment, surveys, crew, contract term, and open issues in one place.
See every location an owner controls. Win one and the rest of the chain auto-prioritizes.
Call volume, funnel, and outcomes by rep and team — owners see the floor, reps see their own numbers.
Clear daily call and visit targets, plus team activity visibility for managers — so the floor stays consistent without anyone nagging.
Inbound leads land via webhook with duplicate detection and routing — to the right rep in seconds.
| RailCRM | Enterprise (IRIS/NMI) | Generic CRMs | Spreadsheets | |
|---|---|---|---|---|
| Built for field reps | Yes | No | No | No |
| Mobile-first + power dialer | Yes | Weak | Add-on | No |
| AI + renewal radar | Yes | No | No | No |
| Transparent price | From $100 | ~$1,799/mo | Varies | Free |
| No annual lock | Yes | 1-yr min | Varies | — |
| Live in days | Yes | Weeks+ | Setup | — |
Annual = 2 months free · Founding partners: $100/seat locked for life · full pricing →
A mobile, field-first CRM for ISO offices and POS sales teams — a power dialer, AI lead briefs, contract-renewal radar, and lead scoring, built by an operating ISO sales floor to help reps close more merchants.
Those are built for the back office (residuals, boarding, portfolio reporting). RailCRM is built for the rep closing in the field — mobile, fast, and priced transparently. Many offices run RailCRM for sales alongside a back-office tool. See our comparison.
No. RailCRM is processor-neutral and sits on top of how you already sell.
Days, not weeks. We help import your leads and onboard your team — no 30-day implementation, and there's a 14-day free trial.
$100 (Solo), $150 (Launch), $200 (Orbit) per user/month, plus a custom Tailored plan. Annual is two months free; no annual lock. See pricing →
Tell us about your office and we'll set up a 15-minute walkthrough on the live system. No pressure, no contracts.