Find and follow up
Capture leads, organise conversations and give your team a clear next action.
See the tools →The operating platform for payments ISOs
Built from ISO ownership experienceYour ISO.
Your brand.
One platform.
The whole business.
Under your own name.
Run sales, manage merchants and grow your partner network in PilotOS. Put your name on the platform, with white-label web branding and native apps for staff, partners and merchants.
Compare packages or book a demo to discuss moving your portfolio.
01 / Application management
See what’s holding up an application.
See each application’s stage and owner, so your team knows what needs attention and who to ask.
- Assigned owners
- Applications grouped by stage
- Search and filters
White-label software for your ISO
Keep your brand in front of your merchants.
Use your logo, colours and sign-in page to give merchants a platform they recognise as yours. Configure partner branding in the same system.
01 / Your branded sign-inMeridian Card Services
02 / Partner brand settings
Yours.
A branded platform.
An integrated channel.
A native app with your identity.
Sales & CRM for payments
Win the merchant. Then get them trading.
Follow up leads, analyse statements and prepare proposals. When a merchant is ready, manage their application and onboarding in the same platform.
Prepare the proposal
Track the opportunity, review the merchant’s statement and prepare a proposal using their business details.
See the tools →Get the application moving
Track onboarding progress, then manage the live merchant account and its service needs.
See the tools →01
SalesCRM & pipelines · Sales engagement · Proposals & e-sign
02Account ManagementMerchant onboarding · Merchant portal · Partner management
03RetentionsRetention workflows · Risk & attrition signals · Merchant support
04PlatformTenant & brand controls · Identity & access · Audit & governance
05Lease & FinanceMerchant cash advance · Business accounts · Residuals
06Risk & ComplianceUnderwriting controls · KYB & screening · Document controls
07Communications & IntegrationsUnified communications · Templates & campaigns · API & webhooks
Your channel, built in
A new partner should mean new business.
Partner onboarding, access, branding, routing and reporting are built in as standard. Configure each relationship without commissioning a separate build.
See how channel partnerships work →- 01Onboard each partner
- 02Configure access and branding
- 03Route leads and applications
- 04Review partner reporting
- 05Manage commercial structures
Optional finance modules
Check your residuals and seller commissions.
Check residual payments against expectations and review seller commission splits. Add the finance modules your team needs when you choose your package.
- Compare expected and actual residual payments.
- Inspect variances and reconciliation exceptions.
- Track commission records and the agreed split.
Residuals and commissions are optional for smaller ISOs. Review module availability and pricing before choosing your package.
White-label native apps
One native app. The features each user needs.
White-label native apps are available for ISO staff, channel partners and merchants. Choose the features for each user type, under your app identity.
Explore native apps →01
ISO staff
Equip your team for their day-to-day work.
02
Channel partners
Choose the tools each partner can use.
03
Merchants
Give merchants the features they need.
Native app availability and branding scope are agreed with your package.
Choose by portfolio size
Find the package for your ISO.
Start with your merchant count. Compare packages, onboarding and support for your team.
Under 1,500 merchants
Small & growing
Manage leads, applications and merchants in one place. Create a Starter workspace online or choose Pro for a larger portfolio.
Compare Starter and Pro →1,500–7,499 merchants
Mid-market
Give sales, operations and partner managers the tools to handle an established portfolio. Plan how to move your data and teams.
See the mid-market plan →7,500+ merchants
Enterprise
Plan access, integrations and a phased rollout across your organisation, with your portfolio and partner network in mind.
See enterprise options →Built with ISO experience
We know the work doesn’t end at the sale.
PilotOS draws on first-hand ISO ownership experience: chasing applications, supporting merchants and managing partner relationships alongside the next sale.
Why we built PilotOS →Review your current setup
Map your portfolio, acquirers, partner model and the systems you use today.
Plan the move
Work through data, access, branding and integrations before deciding the migration sequence.
Prepare your teams
Agree who owns each task, walk through the work each team handles and prepare them to use the new system.
Get started with PilotOS
Ready to run your ISO on PilotOS?
Compare packages, or book a demo to see how PilotOS handles your sales process, partner network and merchant portfolio.