Who is TopoCRM for?
Credit card and merchant-services sales teams that work territories in person. The product is map-first: merchants are locations with pipeline status, processing details, and follow-ups—not a generic B2B contact list.
Help
Frequently asked questions
Billing, data ownership, and how TopoCRM fits a merchant-services book.
Where do I sign up and manage billing?
Create an account in the sales app. Subscription plans, payment method, and invoices are handled there after your organization is created. The public site describes plans; checkout does not run on topocrm.com.
Who owns the merchant and contact data we enter?
Your organization owns the CRM data you load for your book. TopoCRM processes it to provide the service under the Terms of Service and, when applicable, the Data Processing Addendum.
Can we export our data?
Yes. Use in-app export flows where available, and contact us if you need a full organization export for migration or offboarding. Details are spelled out in the Terms and DPA.
Does TopoCRM work on a phone in the field?
The sales app is built for mobile browsers. Native companion apps may use OAuth with your organization; use the same sign-in you use on desktop.
How do calendar integrations behave?
Activities you choose to push appear on Google Calendar, Outlook, or an Apple calendar feed. TopoCRM does not replace your calendar—it mirrors visits and follow-ups you send from the CRM.
Where are policies and subprocessors listed?
Privacy, Terms, Cookies, Acceptable Use, DPA, and Subprocessors are linked in the site footer. Enterprise customers can request security review materials through Contact.
Policies
Legal documents for TopoCRM customers and site visitors.