No per-transaction fees. No cut of your residuals. Priced by seats, not by merchant count. Pay month to month, or prepay 12 months up front and save 15%. Every plan includes the full platform, pick the user count that fits.
Every plan includes the full platform.
Sales pipeline and deal tracking, a lead desk, merchant applications moved through your own boarding stages, and proposals with tracked share links. Your book of merchants, a portal you can invite each merchant into, and a branded savings report you can send them. Residual reporting broken out by processor and by agent after splits, statement analysis that turns a processing statement into an effective rate and a repriced quote, and reconciliation that flags underpaid or missing MIDs on your residual report. Agent splits, downline overrides, and a recruiting pipeline for new agents. A merchant help desk with email-to-ticket, a knowledge base you maintain, and an in-app academy that gets new agents productive. User management with roles, invitations, and per-agent splits. Bring your existing book with you at setup. You pay for seats, not for merchant count.
Prices shown are month to month. Your first month is free on any monthly plan; you pay only the one-time setup fee to start, then monthly billing begins in month two. Prefer to prepay? Save 15% on 12 months up front (annual plans get the discount instead of the free month). The one-time setup fee (shown per tier) covers standing up your workspace. Cancel your month-to-month plan anytime; the setup fee and any annual prepayment are non-refundable.
Your plan covers the core CRM. Turn on the extras you need from the in-app Marketplace, and resell them to your merchants under your own brand.
A built-in softphone, click-to-call, and texting on leads and merchants. Activate the channels you want.
Smart routing, failover, and decline recovery, powered by Penumbra. Connect a merchant and sell more approvals, not just a rate.
In-app training that gets new agents productive fast, powered by Echelon. Courses, exams, and certifications built right into the dashboard.
Add-ons are optional and billed alongside your base plan. We will walk you through what fits during your conversation.
Book a conversation and we will map AquiferHQ to your portfolio size, then confirm the plan that fits.