Rail is a growth company for local business. It has two arms: Rail CRM, a mobile field-first CRM for ISO offices and POS sales teams, and Rail Marketing, which builds websites, reputation management, and local SEO for merchants — usually resold by those same offices.

Is Rail the same company as RailCRM?

Yes. RailCRM is now simply Rail. The CRM is unchanged and is called Rail CRM; the name shortened because the company also builds and sells marketing services for local businesses.

How much does Rail CRM cost?

Plans are $100 (Solo), $150 (Launch), and $200 (Orbit) per user/month, plus a custom Tailored plan. Annual billing is two months free, with a 14-day free trial and no annual lock.

Does Rail lock me into a processor?

No. Rail is processor-neutral and works regardless of who you board merchants with.

Rail — The field-sales CRM & marketing engine for payments teams

01What Rail does

One company.
Two rails.

For ISO offices & POS sales teams

Rail CRM

The field-sales CRM your floor actually opens. Power dialer, AI lead briefs, contract-renewal radar, and lead scoring — mobile-first, processor-neutral, and built on a live ISO floor rather than guessed at by a vendor.

+ From $100/user/mo · no annual lock
+ Live in days, not 30-day rollouts
+ 14-day free trial

Explore Rail CRM →

For local businesses — and the reps who sell them

Rail Marketing

Websites, reputation management, local SEO, and referral programs for local business. Mostly we don't sell it — our partners' reps do, at their own price, keeping the spread. We build it and we fulfill it. If you're a business owner, you can also just buy it from us direct.

+ Partners set the price and keep the margin
+ Sold in one tap from inside the CRM
+ Or buy direct — no ISO required

Explore Rail Marketing →

Formerly RailCRM. Same team, same product, shorter name — here's why.

02Mission

Most CRMs were built for accountants. We built ours for closers. The payments industry runs on field reps — walking into restaurants, building trust, closing between the lunch and dinner rush. Every tool they're handed was built for the back office. Rail exists to arm the rep on the street.

03Why offices switch

Reasons to buy
from us.

01

Built by a floor that sells — not a vendor that guesses

Rail 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.

02

Tailored to your office

Your stages, products, processors, and workflow. With the Tailored plan we configure Rail CRM around how your office actually sells, migrate your data, and brand it as yours.

03

Field-first, not desk-first

Genuinely mobile. A rep logs a merchant, advances a deal, and sets the next follow-up from a parking lot in fifteen seconds.

04

Processor-neutral. Lock-free.

Works no matter who you board with — nothing to switch, no conflict of interest. Month-to-month; we keep your business by being good.

05

A direct line to the builders

No support maze. You talk to the operators building the product — request a feature and watch it ship.

06

A revenue channel, not a cost

Rail Marketplace lets your reps resell Rail Marketing — websites, reputation management, local SEO, and funding referrals — to their merchants, priced by you with the margin kept by your office. The CRM pays for itself.

04Rail CRM · the system

Every deal rides
the line.

Station 01 — Capture

Log a merchant before you leave the lot.

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.

One-thumb entry from any phone
Payments-native fields: MID, processor, equipment, volume
Photo, voice note, and location on the deal

RAIL · LEADS

Search merchants…
+ NEW
Tino's TaqueriaClover82
New LeadHot
$42k/mo · MID ready
El Rancho GrillToast61
Appointment BookedWarm
Demo set · Fri 2:00 PMFU in 2d
Bluebonnet BBQSpotOn57
Quote Sent
Quote sent · $1.2k/yr save

Station 02 — Advance

A pipeline that thinks in payments.

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.

Stages mapped to your office's process
Every deal has a dated next step — or it's flagged
Contract-renewal radar built in

RAIL · LEAD

EREl Rancho Grill
Restaurant · Arlington, TX
LeadDemoQuoteAppLive
Renewal radar · contract ends in 74 days
switch window open — prioritize
AI brief
Owner Maria; on-site 2–5pm; lead with Clover fee savings
Next step · Demo on-site
Fri 2:00 PM · in 2 days

Station 03 — Command

See the whole floor. Act first.

Stop chasing reps for updates. See what's hot, what's stalled, and where a deal is about to slip — then move before a competitor signs it.

Live goal ring, dials, appts, overdue follow-ups
"Who's In Right Now" + never-called pools
Per-rep performance & activity tracking

RAIL · HOME

9/2415 calls to go
~15/hr to clear by 5pm
ON PACE
Appts wk4
Owner reach11
Overdue12
Dials this week
MTWTFSS
Who's In Right Now
3 owners likely on-site now

Product illustrations. Every Rail CRM instance is tailored to how your office actually sells — your live screens will look like your business.

05Inside Rail CRM

Firepower the back-office
tools don't have.

Power Dialer

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.

Who's In Right Now

Predicts which owners are on-site this moment from their schedule patterns, so reps call when the decision-maker is actually there.

AI Lead Briefs

Instant AI summaries of every lead plus AI-built call lists — reps always know who to call next and what to say.

Smart Lead Scoring

A transparent, manager-tunable priority score ranks every lead so the hottest opportunities rise to the top.

Renewal & Contract Radar

Tracks competitors' POS contract end dates and surfaces the 90-day switch window — displacement on autopilot.

POS Battlecards

Auto-matched to the merchant's current POS — Toast, Square, Clover, SpotOn, Aloha — every objection answered on the call.

Appointments & Follow-ups

A full appointment lifecycle with confirmations and reminders so nothing booked ever slips.

Deal & Install Tracking

From signature to install — equipment, surveys, crew, contract term, and open issues in one place.

Owner & Group Intel

See every location an owner controls. Win one and the rest of the chain auto-prioritizes.

Team Analytics

Call volume, funnel, and outcomes by rep and team — owners see the floor, reps see their own numbers.

Daily Goals & Accountability

Clear daily call and visit targets, plus team activity visibility for managers — the floor stays consistent without anyone nagging.

Instant Lead Capture

Inbound leads land via webhook with duplicate detection and routing — to the right rep in seconds.

Rail Marketplace

Resell Rail Marketing — websites, reputation management, local SEO, and referral programs — to your merchants. You set the price and keep the margin; we build it. See what's on the shelf →

Explore all features →

0s

To log a deal in the field

$0

Per user / month to start

0%

Annual lock-in

DAYS

Not 30-day rollouts

06Head to head

Where everything else
falls short.

	Rail CRM	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	—

Deep dives: vs IRIS/NMI · vs ISOhub · vs Pulse

07Rail CRM pricing

Priced like
a system.

Solo

Solo agents & small shops.

$100 /user · mo

Details

Launch

Small offices, 3–10 reps.

$150 /user · mo

Details

Sold by your reps.
Built by us.

Every merchant your team signs needs a website that works, reviews that don't sink them, and a way to be found locally. Almost none of them have it. Rail builds all of it — and hands your reps the price sheet.

Websites

A fast, mobile, actually-modern site for a restaurant, shop, or service business — built, hosted, and maintained. No template graveyard, no $8k agency quote.

Reputation Management

Review generation and monitoring across Google and the platforms that matter. More reviews, faster responses, a rating that stops costing them walk-ins.

Local SEO

Google Business Profile, local listings, and the on-page work that gets a business into the map pack for what people near them actually search.

Referral Programs

Funding, insurance, and payroll referrals — extra value for the merchant, another revenue line for the office that introduced them.

Channel 01 — Partners

Resell it under your own price

This is how most of it sells. Your reps already have the merchant's trust — Rail Marketplace puts the whole catalog inside the CRM so they can mark a sale in one tap, on the same visit they close processing. You set what the merchant pays, you keep the spread, and Rail does the building.

How the partner channel works →

Channel 02 — Direct

Or just hire us

You don't need to be an ISO to work with Rail. If you run a local business and want the website, the reviews, and the local search handled by people who spend every day inside restaurants and shops, you can buy it from us straight.

Marketing for my business →

09FAQ

Common
questions.

What is Rail?+

A growth company for local business, with two arms. Rail CRM is a mobile, field-first CRM for ISO offices and POS sales teams — power dialer, AI lead briefs, contract-renewal radar, lead scoring. Rail Marketing builds the websites, reputation management, and local SEO those offices resell to the merchants they sign.

Wasn't this called RailCRM?+

Yes — same company, same team, same product. We dropped the "CRM" because the CRM is only half of what we do now: we also build and fulfill the marketing our partners sell to their merchants. The CRM is still here and it's still called Rail CRM.

How is it different from IRIS, ISOhub, or Pulse?+

Those are built for the back office (residuals, boarding, portfolio reporting). Rail CRM is built for the rep closing in the field — mobile, fast, and priced transparently. Many offices run Rail for sales alongside a back-office tool. See our comparison.

Do I have to switch processors?+

No. Rail is processor-neutral and sits on top of how you already sell.

Can I buy the marketing without the CRM?+

Yes. If you run a local business, you can hire Rail directly for a website, reputation management, or local SEO — no CRM and no ISO involved. See Rail Marketing →

How fast can we get started?+

Days, not weeks. We help import your leads and onboard your team — no 30-day implementation, and there's a 14-day free trial.

What does it cost?+

$100 (Solo), $150 (Launch), $200 (Orbit) per user/month, plus a custom Tailored plan. Annual is two months free; no annual lock. See pricing →

10Request access

Put it on
your floor.

Tell us about your office and we'll set up a 15-minute walkthrough on the live system. No pressure, no contracts.

We reply within one business day

One company.Two rails.