Your Shop Desk
Merchant Services and POS · Custom Shop Desk CRM

A Custom CRM for Merchant Services Agents and POS Resellers

You win the merchant on the statement review, then the deal lives or dies in underwriting and install. Here is what your desk would track from the first statement to the residual check.

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A Shop Desk set up the way a merchant services and pos business would run it
A Shop Desk set up the way a merchant services and pos business would run it

Shown: Tallpine IT, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Merchant Services and POS Words

Every merchant account moves down the same line. We name each stop the way your crew already does.

  1. 01Lead
  2. 02Statement Review
  3. 03Proposal
  4. 04Application
  5. 05Underwriting
  6. 06Install
  7. 07Live

A merchant account on your desk hangs off the merchant.

So the card asks for what you actually need, and nothing a merchant services and pos business would never fill in.

  • Current processor
  • Monthly volume
  • Statement received
  • Equipment or POS
  • Underwriting status
  • Go live date
Where it leaks

Where Merchant Services and POS Businesses Lose Work

Statements Collected and Never Priced

A shop owner hands over their statement and waits a week for a savings number. By then the competing agent already came back with one.

Apps Stuck in Underwriting

Underwriting asks for a voided check or a bank letter and the request sits in an inbox. The merchant cools off and the deal dies.

Merchants Who Quietly Leave

Volume drops on a merchant and nobody notices. You find out when the residual shrinks.

What we would build

Fitted to How You Already Work

  • Statement Photos on the Lead

    The merchant snaps their statement and it lands on their card. Your pricing is due the same week, and the desk shows who is waiting.

  • Underwriting Asks in One Place

    Every missing item shows on the deal with a reminder to the merchant. Agents see what is holding each app.

  • Install Day on the Schedule

    Terminal and POS installs book with the right tech and a training slot. The merchant gets reminders so the owner is there.

  • A Residual Watch List

    Merchants whose volume dips get flagged for a check in call. Your board shows each agent's book and split.

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Questions

What Merchant Services and POS Owners Ask

Does the desk hold card numbers or bank logins?
No. It tracks the sale, the paperwork status and the install. We set up with you who can see what, and sensitive documents stay out of reach of people who do not need them.
Can sub agents have their own view?
Yes. Each agent sees their own merchants and splits. You see the whole book.
Can it help with equipment returns and swaps?
Yes. Each merchant shows the equipment they have and any swap or return in progress. Nothing gets forgotten when a terminal is replaced.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Merchant Services and POS Business Runs

We will tell you honestly what a desk fitted to it would take.

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