The CRM for card machine and business funding sales reps
Tavons is lead management software for merchant services sales. It keeps every cold-call lead, appointment, deal and referral in one place, and sends the follow-up emails for you, with your company logo on them. Plan your route, scan business cards and check statements on the go.
No setup fee. Cancel any time. Works on your phone like an app.
Sales CRM features for field sellers, nothing they don't need
Built around how card machine and business funding sales actually works: knock, call, meet, quote, win, then ask for referrals.
Lead management on your phone
Add a lead in seconds from your phone. Business address autofills from Google, so there's no typing it out.
Appointments and calendar
See your day on one calendar, with meetings, drive times and reminders. Admins can see who is free before assigning a lead.
Sales pipeline for merchant deals
Move leads through to won deals, track the product sold and the monthly volume, and see your whole book at a glance.
Automatic follow-ups
Send the right email after a meeting, a review request after go-live, or a funding offer later. Emails carry your company name and logo.
Merchant referral programme
Give customers a link to refer other businesses. Tavons thanks them, tracks the referral and flags when the fee is due.
Your team, your data
Invite colleagues, assign leads, and keep your company's data separate from everyone else's.
Route planner, card scanner and statement checker
The extras that stop a day of visits turning into a day of admin.
Sales route planner: plan the day, not just the diary
Turn a day of appointments into the best driving order, with the drive time between each stop. Or build a prospecting route of new businesses to walk into on the way.
- Appointments journey for today, tomorrow or any date
- Prospecting route: pick a trade and an area, tick the ones you want
- One tap to open the route in Google Maps or Waze
Business card scanner: scan a card, get a lead
Photograph a business card and Tavons reads the name, business, phone, email and address into a new lead for you to check. No typing in a doorway.
- Works from your phone's camera or a saved photo
- Only fills empty fields, so it never overwrites what you've typed
- The photo isn't kept after it's read
07700 900123 · dan@woodsflooring.example
14 High Street, Exeter
Merchant statement checker: see what they're really paying
Upload a card machine statement and see every fee, the real blended rate and the savings on offer, in seconds. A strong opener in a meeting, and a way to qualify a lead on the spot.
- Breaks down every fee line by line
- Statement is read in memory and never stored
- Email the figures to yourself or the merchant
From a meeting to the door in three taps
Every appointment is linked to its lead, and every lead has its address. Open a meeting, tap the address and you're navigating in Google Maps or Waze.
- See your Google Calendar events next to your Tavons meetings
- Book a meeting straight from a lead or a deal
- Google address search fills in the business details
Keep on top of every deal
See where each deal stands, what's been sold and when it went live. Tavons then reminds your clients to leave a review, refer a friend, or look at funding at the right time.
- Stages from lead to transacting
- Review request, referral ask and funding offer sent automatically
- Your whole book on one screen
Made for card machine, payments and funding sellers
Whether you are an independent sales agent, a reseller or an ISO team, Tavons fits how you sell card terminals, merchant accounts and business funding.
Cold callers and door-to-door sales
- Log every business you visit or call
- Mark Met or Not Met and send a tailored email
- Never lose a callback again
Appointment-based sales reps
- Book, move and cancel meetings in one calendar
- Share the diary with your team
- Turn a meeting into a deal in one tap
Simple pricing that gets cheaper
Your price drops by 50p every month until it reaches £6, then stays there for as long as you remain a customer.
- Leads, calendar, deals and contacts
- Automatic follow-up emails
- Referral programme
- Phone app (no app store needed)
Please note: if you cancel, the discount ends. Should you come back later, you start again at £10 and work down. Prices are per active user, per month, with no VAT added. Your first 14 days are free.
Questions about the Tavons CRM
How does the falling price work?
You pay £10 in your first month, £9.50 in your second, and so on, down by 50p each month until you reach £6. After that you stay at £6 a month.
Is there a free trial?
Yes, 14 days free. A card is needed to start and is only charged when the trial ends. Cancel before then and you pay nothing.
What happens if I cancel?
You can cancel at any time. If you rejoin later, pricing starts again from £10.
Can my team use it?
Yes. Add colleagues as users and assign leads to them. Each user is charged at the price above.
Is my data private?
Each company's data is kept separate and only visible to that company. See our Privacy Policy.
Is Tavons a CRM for merchant services and card machine sales?
Yes. Tavons is built for people who sell card machines, payment terminals, merchant accounts and business funding. Leads, meetings, deals, follow-up emails and referral tracking are set up for that sales process, so there is nothing to configure first.
Can I use it for door-to-door and cold-call prospecting?
Yes. Log every visit or call, mark whether you met the decision maker, plan a prospecting route, scan business cards and send a follow-up email from your phone.
Is there a free tool to check a merchant statement?
Yes. The card machine statement checker shows the blended rate, every fee and the potential saving from a merchant statement. It is free to try and the statement is not stored.
Do I need to install anything?
No. Tavons runs in your browser, and you can add it to your phone's home screen to use it like an app.
Your next lead is waiting
Set up in minutes. Start at £10 a month and watch it fall to £6.
Get started