Merchant Services CRM

The Sales Pipeline
Built for
Merchant Services Reps

Qualify leads by card volume, track every stage from first dial to activated merchant, and close more deals — all in one platform built for payment pros.

Start closing more deals See how it works

8 stages

Built-in pipeline

Card volume

Lead scoring

No credit card

To get started

Rampd — Pipeline Overview

142

Calls Today

38

Qualified

$2.1M

Card Vol. in Pipe

11

Appts Set

Pipeline Stages

New Lead 24
Attempted Contact 51
Decision Maker Reached 18
Qualified 12
Warm Transfer / Appt 7
Application Sent 5
Approved 3
Activated Merchant 9
Marios Italian Kitchen Score 94
Restaurant · $48K/mo card vol. · Follow up today

Why Rampd

Built for the payment sales floor. Not retrofitted for it.

Lead Scoring

Score every lead by
monthly card volume

Generic CRMs score by company size or web traffic. Rampd scores by what actually matters to your commission check: estimated monthly credit card processing volume. Every lead gets a score the moment it hits your pipeline, so your reps know exactly who to dial first.

  • Track estimated monthly card volume per merchant
  • Auto-sort your queue by projected residual value
  • Industry-specific targets: restaurants, auto, salons, dental
Top Leads — By Card Volume
01

Riverside Auto Group

Auto Repair · 3 locations

$94K/mo
02

Capitol Dental Partners

Dental · 2 locations

$79K/mo
03

Bella Salon Suite

Salon · 1 location

$58K/mo
04

Garcia Construction LLC

Contractor · 1 location

$44K/mo
Active Pipeline — 8 Stages
New Lead Done
Attempted Contact Done
Decision Maker Reached Done
Qualified Active
Warm Transfer / Appointment
Application Sent
Approved
Activated Merchant Goal
Pipeline Management

The exact 8 stages your team
actually works

From the first dial to "Activated Merchant" — every stage of the merchant acquisition process is built in. No more shoehorning a generic sales CRM that has no idea what a warm transfer is. Rampd speaks your language out of the box.

  • New Lead → Attempted Contact → DM Reached → Qualified
  • Warm Transfer → Application → Approved → Activated
  • One-click stage moves with auto-logged call status
Manager Dashboard

See every rep, every deal,
in real time

The manager dashboard shows calls made, contacts, qualified leads, appointments set, applications sent, and closes — broken down by rep. Know who is crushing it and who needs coaching before end of day, not end of week.

  • Per-rep conversion rates at every pipeline stage
  • Projected monthly processing volume and residual revenue
  • Follow-up dates, call notes, and deal history per lead
Team Performance — Today
Rep Calls Qualified Closes
J. Ramirez 58 12 3
S. Patel 44 9 2
M. Thompson 39 7 1
A. Davis 31 4 0

$1.4M

Proj. monthly vol.

$8,960

Est. residual rev.

8

Pipeline stages built for payment pros — not hacked from a generic CRM

$2M+

Average monthly card volume tracked per active team in the platform

3x

More qualified leads per rep per day vs. working a spreadsheet

100%

Purpose-built for merchant services — no configuration, no consultants

The difference

Stop fighting your CRM.
Start closing merchants.

Salesforce, HubSpot, and Pulse CRM were built for generic B2B sales. They have no concept of card volume, warm transfers, or what makes a merchant worth chasing. Rampd does.

Feature
Generic CRMs
Rampd
Card volume lead scoring
Merchant-specific pipeline stages
Warm transfer tracking built-in
Decision maker + POS/processor fields
Rep-level performance dashboard
Paid add-on
Projected residual revenue tracking
Setup time
Weeks + consultant
Minutes

Simple pricing

Per seat. No surprises.
Cancel anytime.

Rampd grows with your team. Every seat gets the full platform — pipeline, lead scoring, and manager analytics included.

Starter
$49 /seat/mo

For small ISO offices and independent agents getting started.

  • Up to 3 seats
  • Full 8-stage pipeline
  • Card volume lead scoring
  • Unlimited leads
  • Email support
Get started
Most popular
Pro
$79 /seat/mo

For growing payment agent offices running a full sales floor.

  • Up to 15 seats
  • Everything in Starter
  • Manager analytics dashboard
  • Projected residual revenue tracking
  • CSV lead import + export
  • Priority support
Start my free trial

14-day free trial. No credit card required.

Team
$59 /seat/mo

For larger ISOs with 15+ reps needing volume discounts.

  • 16+ seats (volume pricing)
  • Everything in Pro
  • Dedicated onboarding call
  • Custom pipeline fields
  • Phone + Slack support
Talk to us

Stop losing deals to reps
with better tools than yours.

Your competitors are dialing the same merchants. Rampd tells your reps who to call first, when to call back, and exactly how much card volume is on the table. Get running in minutes.

Start my free 14-day trial See all features

No credit card required. Set up in under 5 minutes. Cancel anytime.

Restaurants Auto Repair Salons Contractors Dental Offices Retail