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Business platform

One login for the whole business. Payments included.

CRM, booking, invoicing, email and SMS, websites, reviews and automation on one platform, with your card and ACH payments underneath. Basic is $99/mo; while you process with Merch FinTech we credit it back on your monthly processing statement.

Get a free quote See plans and pricing

12 modules, one login150 ready-made editionsAI receptionist on ProQuickBooks sync

Merch FinTech · Pipeline and calendarAll systems live

128

New contacts this month

Bookings this week

$12.9K

Invoiced, 91% paid

New inquiryWebsite chat answered in 20 seconds, booked Thursday 10:00

Auto

QuoteSent to Dana R., viewed twice, reminder set for Friday

Scheduled

RebookingText sent to 17 clients at 6 weeks, 4 booked

Auto

ReviewsRequests sent after today's visits, 3 new 5-star

Auto

Illustrative.

The difference

Processors sell terminals. We built software.

Any processor can take a card payment. What a business needs is the system around the payment: who booked, who showed up, who owes what, what sold and what to do next. That is what the platform does, and it comes with your processing instead of as a separate contract.

The platforms that won restaurants, retail and fitness did it by pairing software with payments. We hand the same model to businesses that could never build it: a salon, a school, a contractor with four trucks.

One record per customer: contact, conversations, bookings, invoices and balance
Money and records in one place, so automations can act on both
Your merchant account in your own name with our processing partner, with the pricing shown on your statement
Basic is $99/mo, credited back on your processing statement while you process with Merch FinTech

One platform, by the numbers

Logins1Bills1Tools replaced20+Ready-made editions150Users on Basic2Users on ProUnlimitedBasic plan, net, while you process with us$0

Illustrative. Basic is $99/mo, credited back on your processing statement while you process with Merch FinTech.

What's inside

Twelve modules. One customer record.

Every module writes to the same contact, so a booking, a text, an invoice and a payment show up in one timeline.

CRM & contactsEvery customer with tags, notes, history and balance. Families, groups and companies when you need them.

PipelinesDrag leads and jobs from first contact to paid. Stale deals get a nudge on their own.

Calendars & bookingOnline scheduling, staff and room calendars, round-robin routing, reminders and no-show protection.

Email & SMS marketingBroadcasts, newsletters and drip campaigns by email and text, sent from one inbox.

Automation & workflowsTriggers, delays, conditions and actions across every module. Build it by hand or describe it.

Websites & funnelsDrag-and-drop sites, landing pages and funnels with booking and payment built into every page.

Forms & surveysIntake, registration, applications and surveys that write straight into the contact record.

Reviews & reputationAsk for reviews after good visits, reply from one screen and watch the rating move.

2-way text & chatA business number, a shared team inbox, website chat and WhatsApp in one conversation thread.

Memberships & coursesSell memberships, communities and courses with gated content and recurring billing.

Invoicing & paymentsEstimates, invoices, subscriptions, card on file and pay links, paid by card or flat-fee ACH. Payroll on the same login.

ReportingRevenue, attribution, pipeline, staff and payment analytics on live dashboards.

Editions and the AI builder

Set up once. Then just describe what you want.

Every edition is a snapshot: calendars, pipelines, forms and automations pre-built for your industry. From there, describe the automation in plain English and the platform builds it.

Pick your editionSalon, school, contractor, clinic: 150 ready-made editions, each a working setup rather than a blank account.

It ships pre-configuredBooking pages, reminder sequences, review requests and failed-payment recovery are live on day one.

Describe the automationType it in plain English: if a quote is not accepted within three days, text them, then call on Friday.

Approve and it runsThe builder names the workflow, shows every step and waits for your approval. Every build becomes a template.

The AI receptionist answers around the clock. The AI workflow builder builds from plain English, and our editions add payments-aware steps: failed-payment retries, balances, contracts, receipts. The AI office assistant acts across the account on command, with an approval step before anything moves money.

Need it built around how you run? Custom builds from $1,999. We map how your office runs, then build the pipelines, forms, automations, AI assistant and payment flows to match. Written scope and fixed quote before we start; delivered in weeks; yours to keep on any plan. See custom builds →

Built-in AI

Three AI capabilities, one approval step

Each one works from the platform's own calendar, contacts and payments, so it books real slots and chases real invoices.

AI receptionist & follow-upAnswers texts, chats and calls around the clock, books into the calendar, chases unpaid invoices, requests reviews and wins back lapsed clients. Included on Pro; usage billed from the wallet.

AI workflow builderDescribe the automation in plain English and the platform builds it from its own blocks, names it, and asks before switching it on. Our editions add payments-aware steps: failed-payment retries, balances, contracts, receipts.

AI office assistantActs across the account on command: move Tuesday's appointments to Wednesday and tell everyone, or send the November statements. Anything that moves money waits for your approval.

Everything the AI does, with examples →

Plans

One ladder, three steps

The same plans across every edition and every brand. Pay monthly, or annually for Pro and save 17%.

Basic

$99/mocredited back while you process with us

For any business with card volume

CRM & contacts
Online booking & calendars
Invoicing & payments
2-way texting & shared inbox
Forms, one website, client portal
2 users

Get a free quote

150 ready-made editions, each a working setup

Full editions for the industries we know best, configured editions for dozens more, and ready-made starting templates for the rest, each loaded with payments, calendars, pipelines and automations for how that business runs. Daily-swipe businesses get rebooking and loyalty; high-ticket businesses get nurture, deposits and financing; recurring businesses get failed-payment recovery and portals.

Beauty salons & spasAppointments, stylist schedules, retail, memberships and 6-week rebooking.BeautyLearn more →BarbershopsWalk-ins, appointments, chair rental, memberships and tips.BeautyLearn more →Med spasConsultations, treatment plans, packages, memberships and deposits.WellnessLearn more →RestaurantsOnline ordering, reservations, loyalty, gift cards and catering deposits.FoodLearn more →Retail storesPOS, inventory, e-commerce, gift cards and loyalty for independent stores.RetailLearn more →Field servicesEstimates, dispatch, invoicing, maintenance plans and on-site payment.ServicesLearn more →Cleaning servicesRecurring plans, crew dispatch, invoicing and card on file.ServicesLearn more →Marketing agenciesClient CRM, funnels, campaigns and reporting, resellable under your brand.AgenciesLearn more →

All industries →

Integrations

Keep what you love. It stays connected.

QuickBooks sync for invoices and payments. Google and Outlook calendar sync. Inbound and outbound webhooks for the connector tools you still run, and connectors to thousands of apps. If your accountant, your scheduler or your ad platform has to stay, it stays, and the data still lands in one record.

FAQ

Before you switch

Can I use the software without moving my processing?

Yes. Basic is $99/mo on its own, and while you process with Merch FinTech we credit it back on your monthly processing statement. Most businesses move both, because the automations work best when the money and the records live in one place.

Will you migrate my existing data?

Yes. Our onboarding team imports contacts, calendars, memberships, balances and recurring billing from your current system. You can run the old system in parallel until you are ready. How switching works →

Does it work on a phone?

Yes. Staff use a mobile app to check the calendar, text clients and take payments. Clients book, pay and see their history in a portal that works on any device.

What if I run more than one kind of business?

One account can run more than one edition, for example a salon with retail or a hall with a catering arm, with consolidated reporting. Groups with several locations use Enterprise and get a sub-account per location.

What if no edition fits how we run?

Have it built. Custom workflows and automation start at $1,999 one-time: we map how your office runs, then build the pipelines, forms, automations, AI assistant and payment flows to match, with a written scope and fixed quote before we start. It runs on any plan. Custom builds →

Is the AI an extra charge?

The AI receptionist and the AI workflow builder are included on Pro. Conversations and voice minutes are billed from the usage wallet at disclosed rates, or you can take AI Unlimited at $127/mo.

See the platform set up for your industry

A 30-minute demo in your edition, and a line-by-line statement comparison if you bring one.

Get a free quote Send a statement for a free comparison

305-954-7362 · [email protected]