Check the features your team needs.

Embed lead forms using templates written for merchant-services enquiries

Pre-built free rate review capture with statement upload field

Record link clicks on the contact timeline and use them to start a follow-up sequence

Hosted landing pages on your subdomain, built from section blocks

AI extracts structured leads from vendor emails and webhooks automatically

Embedded chat that captures visitors as structured leads in the unified inbox

Connect Facebook and Google lead forms directly and keep the campaign source on each lead

Personalised booking pages with availability rules and buffer times

Automated SMS and email before meetings; auto-chase on no-shows

Configurable SMS follow-up after a missed inbound call

Two-way sync prevents double-bookings across personal and PilotOS calendars

Distribute new bookings and leads by rep capacity or territory

Route-optimised scheduling for terminal installs and site visits

Structured records with all activity, notes, and deal history

Click-to-advance deal stages with validation flags

Assign tasks, set due dates and track follow-up against contacts and deals

Track response time from lead creation and remind reps before the deadline

Every call, email, WhatsApp, note, and deal change in one scrollable feed

Rank leads using weighted engagement scores to help reps prioritise follow-up

Fuzzy-match on name, email, and phone; one-click merge preserves history

Tag a colleague on a lead note and they get notified immediately

Reassign leads or add them to a sequence in bulk; save frequently used filters

Trace revenue back to the broker, campaign or PilotForm that supplied the lead

Add fields and record types for the information your ISO needs to capture

SMS, WhatsApp, and email in one chronological timeline per contact

Outbound comms from within PilotOS, tracked to the contact record

Searchable pre-written templates with one-click AI personalisation

Give each rep a morning summary of tasks due, priority leads and unanswered replies

Guides prospects through statement upload via WhatsApp; routes on reply

Attach Gmail and Outlook conversations to contact records automatically

14-day automated onboarding cadence for every new lead across channels

Schedule email, SMS and WhatsApp follow-up, with sequences paused when a reply arrives

Send rate alerts and merchant updates to selected audiences using their permitted contact channels

Drag-and-drop builder with A/B subject testing, opens, clicks, and heatmap

Qualify inbound chat or SMS enquiries by asking about volume, current provider and requirements

Queue-based calling; notes and disposition captured before the next dial

Deliver recorded voicemail messages without ringing; use with the appropriate contact permissions

Structured proposals with rate breakdowns built for the acquiring pitch

Merchant-facing: input current rates, see savings in pounds per month

Share proposals through a merchant portal and review visits before following up

Multi-party signing sequences for merchant agreements and ISO contracts

Card-not-present payment processing for phone and in-person orders

Present pricing, collect signatures and submit information from a tablet browser

Extract rates, fees, and projected savings from merchant PDFs

100/mo on Starter · 500/mo on Pro

Compare a merchant's current rates to your offer with a full breakdown

Review competitor pricing information alongside your merchant proposals

Cross-merchant reporting — volume trends, conversion, rep performance

Drag KPI tiles onto personal or shared dashboards

Display team calls, follow-up activity and closed deals on a live leaderboard

Calculate and view rep commissions from deal values

Optional on Starter and Pro; confirm commission module scope in your order form.

Multi-tier splits calculated automatically; downloadable self-billing statements

Optional on Starter and Pro; confirm commission module scope in your order form.

Import acquirer files, match merchant and agent records, and flag differences for review

Requires the separately priced Residuals Engine, available across packages. Optional on Starter and Pro.

Set revenue and volume targets per rep; track progress in real time

Weighted pipeline measured against quota — AI-adjusted probability updates daily

Reps see what their open pipeline is worth in commission if it closes

Optional on Starter and Pro; confirm commission module scope in your order form.

Prepare manager PDFs with open deals, stage age, flagged risks and win/loss results

Rule-based email triggers from deal stage, score, and contact events

Drag-and-drop automation canvas — trigger on lead events, deal changes, scores

Draft replies to incoming messages for your team to review, personalise and send

Bundle sequences, pages, and forms into a deployable playbook for resellers

Transcribe and summarise calls, then attach the notes to the contact record

Responsive route planning and nearby-prospect context for field reps

Request Google reviews after events such as installation or an agreed rate saving

Automated at 30 days and 6 months; detractors trigger a recovery flow

Tracked referral links with auto payout on activation; partner portal

Structured application preparation and submission with less manual handling

Automated identity checks integrated directly into the boarding workflow

Assign MIDs using merchant risk information and the acquirer relationship

Prepare and submit dispute evidence through an automated chargeback process

White-label portal for merchants to self-serve statements and chargebacks

Manage branded business-account applications through supported banking partners

Manage eligibility, applications, offers and servicing from one funding pipeline

Model and manage advances against eligible future residual income

Monitor portfolio value using merchant, residual and attrition signals

Track terminal health, replacement requests and service history

Assign cancellation cases, approve offers and track follow-up with the merchant

Keep each ISO’s records and user access separate within the shared platform

Set the records and actions available to each role and team member

Real-time events to external systems; inbound and outbound webhooks

Use your domain, colours and logo throughout the branded web platform

Use the REST API to build custom integrations and connect your internal systems

Manage several ISOs, resellers or brands on the same platform

Agree additional features, acquirer connections or platform extensions for your requirements