Rail CRM is built by an operating ISO sales floor — so it's loaded with the things reps actually need to find the owner, make the call, and close. Not a generic CRM with a payments skin.
One lead at a time, one tap to call, daily call goals, and inline scripts. Reps tear through call lists without losing their place — the rep-productivity layer the enterprise tools never built.
Your reps already have the trust of every merchant they sell processing to. Rail Marketplace lets them resell websites, reputation management, local SEO, and funding/insurance/payroll referrals on top of that relationship — you set the price to the merchant, keep the spread, and Rail handles fulfillment.
Predicts which owners are on-site this moment from their schedule patterns, so reps call when the decision-maker is actually behind the counter.
Instant AI summary 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 automatically.
Tracks competitors' POS contract end dates and surfaces the 90-day switch window — displacement selling becomes a standing to-do list.
Battlecards auto-matched to the merchant's current POS — Toast, Square, Clover, SpotOn, Aloha and more — every objection answered on the call.
A full appointment lifecycle with confirmations and reminders, plus a next-step on every deal so nothing booked slips.
From signature to install — equipment, surveys, crew, contract term, and open issues — tracked in one place so launches go clean.
See every location an owner controls. Win one and the rest of the chain auto-prioritizes — multi-unit deals without the spreadsheet.
Call volume, funnel, and outcomes by rep and team. Owners see the whole floor; reps see their own numbers.
Clear daily call and visit targets plus team activity visibility for managers — consistent volume without the nagging.
Inbound leads land via webhook with duplicate detection and routing — new opportunities hit the right rep in seconds.
Genuinely built for the phone, and it works no matter who you process with — nothing to switch.
Resell websites, reputation management, local SEO, and referral programs to your merchants — you set the price, keep the margin, Rail builds it.
A 15-minute walkthrough on the live system — or start a 14-day free trial.
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