A CRM That Knows What a Merchant Is

Pipelines built for merchant services, follow-ups that send themselves, and a deal record that follows the merchant from first call to live processing.

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Multi-Pipeline Kanban

Sales, customer service, or any pipeline you define, each with its own stages, one won stage and one lost stage. Probability updates from the stage automatically.

Close Plans

When a deal is created or enters a pipeline, its plan spawns dated activities and sends templated email and SMS on schedule. Enroll deals in bulk.

Linked to Live Data

Start a merchant application from the deal, then attach the live FloPay business and see its configuration and gateways from the deal.

Generic CRMs Do Not Understand Residuals

A merchant services deal is not closed when the contract is signed. It is closed when the application is approved, the gateway is configured and the first batch settles. Generic CRMs stop at the signature and leave the rest to spreadsheets, email threads and the processor portal.

FloPay's CRM carries the deal through all of it. The application is created from the deal. The live business is attached to the deal. The follow-up sequence runs from the deal. And the whole history of who changed what is on the deal.

What You Get

Deals & Pipeline

  • Value, stage, probability, expected close, lost reason, owner
  • Contacts with email, phone, mobile and address
  • Notes, tags and file attachments
  • Kanban view, pipeline summary with counts per stage, filters
  • Move deals between pipelines
  • Full field-level change history per deal

Activities & Automation

  • Call, Email, Meeting, Note, Text and Email Campaign activities
  • Status, due date, assignee and category on every activity
  • Personal "My Activities" work queue and per-deal timeline
  • Close plans with SendGrid templates, inline email or SMS steps
  • Merge tokens in every automated message
  • Organizations for company and account records

Configured for Your Team, Overridable per Partner

Global Settings

Pipelines, stages, application status labels and colours, close plans, default deal length and activity categories set once for everyone.

Partner Overrides

Each ISO or agent group can override any of those for their own team without affecting anyone else.

Portfolio Scoping

Partner users see only their own deals, applications and merchants. Super users see everything.

Run your merchant pipeline in the same platform your merchants run on

We will import your current pipeline and set up your first close plan on the call.

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Frequently Asked Questions

  • Can I import from my existing CRM?

    Yes. Deals, contacts and organizations can be loaded during onboarding. Ask sales about your current system.

  • Email using a SendGrid dynamic template, email with an inline body, or SMS. Steps have calculated due dates and assignees, and any step can be written by the AI outreach writer.

  • Yes. Leads from this site are created as deals in the Sales pipeline at the Prospect stage, with a copy emailed to sales.

Talk to Sales

Tell us a little about your business and a FloPay specialist will reach out.

Location:

8 The Green, STE B

Dover, Delaware, 19901

Request a CRM demo

Fill this out and a FloPay specialist will reach out, usually the same business day.

Your request goes straight to sales@flopay.co. No spam, no newsletters.