About PilotOS
Software for payments ISOs
Built from the experience of running an ISO.
Why we built PilotOS
You’ve built the merchant relationships and the partner network. PilotOS gives you the software to manage both, under the name your customers already know.
Why we built it
An ISO needs more than a sales pipeline.
PilotOS grew from first-hand experience of ISO ownership. Winning merchants, getting applications through, supporting partners and checking residuals all compete for the same team’s time.
A CRM may track the opportunity, but the work continues after the sale. Someone has to chase the application, answer the merchant and check the commission. When those jobs sit in separate systems, the team spends time piecing the account back together.
PilotOS brings sales, onboarding, partner management and merchant service into one platform. Teams can work from the merchant’s details and history, with residuals and commissions offered as optional modules.
Your brand matters too. White-label web controls, built-in channel partnerships and native app options let you offer staff, partners and merchants software carrying your own name.
Your brand, partners and app.
01
Your identity
Put your logo, colours and sign-in copy on the web platform your merchants and partners use.
Explore white label →02
Your partnerships
Channel partnerships are part of the standard platform. Configure partner onboarding, access, branding, routing, reporting and commercial structures without a separate build for each partner.
Explore channel partnerships →03
Your people
White-label native apps are available for staff, channel partners and merchants. One app provides the features chosen for each user type.
Explore native apps →Sales is just the start.
Choose the tools for each stage of the merchant relationship, from the first call to onboarding, service and renewal.
Sales
CRM, engagement, proposals and performance
Account management
Onboarding, merchant service and portfolio oversight
Retentions
Churn alerts, retention tasks and service recovery
Platform
Brand controls, permissions and reporting
Lease & finance
Funding, terminals and optional residuals and commissions
Risk & compliance
Underwriting, screening and approval records
Communications & integrations
Conversations, APIs, webhooks and providers
What matters when you run an ISO
01
Build for payments teams
Selling merchant services is only part of the job. PilotOS also covers onboarding, partner management, merchant service and optional residual reconciliation.
02
Make handovers easier
Give the next team the merchant details and account history they need to pick up the work. Keep sales and onboarding in the same platform.
03
Put your brand first
Use your own branding across your web platform, with white-label native app options for your staff, partners and merchants.
04
Keep approvals accountable
Set access permissions, follow underwriting steps and keep a review history, so teams can see who made a decision and when.
The business behind PilotOS
PilotOS is a PayPilot product, provided by PayPilot Technologies. The platform helps ISOs and payment providers manage sales, onboarding, risk and merchant service, with optional residuals tools.
Moving platforms starts with your current setup: the teams, acquirers, data and partner agreements you need to bring across. Our implementation guide explains what to prepare and how to plan the move.
Contact the team at info@paypilot.plus or 0330 633 6345. Read the service terms and privacy policy for the published details of the service and how we handle data.
Show us what your current CRM is missing.
Book a demo focused on the work you need to improve, from merchant applications to partner management and optional finance.