Questions ATM operators ask.
Does this monitor my machines?
No, and it doesn't try to. Your processor's portal already tells you when a machine is down or low on cash. CRM Basket handles everything around the machines: the merchants, the leads, the paperwork, the service tickets, and the follow-up. When the portal flags a machine, you open a ticket with one tap in the app, or the merchant texts DOWN and it opens itself. Either way the merchant gets updates without calling you.
I also sell merchant processing and POS. Does it handle that?
Yes. You get a second pipeline for processing leads: statement received → proposal → application submitted → approved → equipment installed. The merchant application goes out as an e-sign document, the same follow-up nudges apply, and a residual-check reminder lands on your calendar each month. One inbox, one contact list, whether they're an ATM location, a processing account, or both.
Can merchants sign the placement agreement on their phone?
Yes. We turn your placement agreement into an e-sign template with the merchant's name, address, surcharge, and split filled in from their record. You send it by text from the app, they sign on their phone at the counter, and the signed PDF is stored on the location. Same for the W-9, and for a merchant application if you sell processing.
How do I keep track of each location and machine?
Every location is a record with the fields that matter: terminal ID, machine model, surcharge, your split, cash-load schedule, agreement start and end dates, and who to text when something's wrong. The board shows what's live, what's in the pipeline, what's in service, and what's about to expire. Your existing list imports from a spreadsheet.
What about commission statements and payouts?
Your processor already handles those. Merchant commission statements and payouts are automated on the processor side, and processors don't offer an API, so CRM Basket doesn't try to pull that data or replace it. What it does is keep the split terms and agreement dates on every location, so "what's my deal again?" is a one-second answer, and handle everything the processor doesn't: the merchant relationship, the tickets, the paperwork, the renewals.
Do I need a new phone number?
You get a local business number that rings your cell and handles texting. Missed-call text-back works on that number. You can forward your existing number to it, so the number on your machine decals keeps working, and your cell stays out of merchants' hands.
I'm on the route all day. How do I keep up with this?
You mostly don't have to. The text-back, the pipeline nudges, the check-ins, the renewal reminders, and the review requests run on their own. When a merchant replies, it shows up in the app like a text message, and you answer between stops.
What happens after the 14-day trial?
You're billed $97/month or $970/year, whichever you chose. Cancel before day 14 and you pay nothing for the suite. With the VAULT code, your first month after the trial is free too. The Launch Kit, if you added it, is charged once at checkout and we start building right away.
How does Tap to Pay work? Do I need a card reader?
No reader. Install the CRM Basket app on your iPhone or Android, enter the amount, and the customer taps their contactless card, Apple Pay, or Google Pay against your phone. Payouts go to your bank; standard processing fees apply. We turn it on during setup. Handy for merchant-owned machine sales, event rental deposits, and parts.
Can you just build the whole thing for me?
Yes. That's the Full Implementation, a one-time setup fee from $5,500 depending on how many machines and product lines you run. We build your website, business number, pipelines, e-sign agreements, QR codes, and every location record from your spreadsheet, then train you and your tech on the app. It's what we did for Sundberg ATM. Book a 20-minute call and you'll have a quote the same day.
Is this really one system, or a bunch of tools stitched together?
One system. The texting, calling, e-signatures, QR codes, forms, calendars, pipelines, invoices, and Tap to Pay are all parts of the same platform, so every one of them writes to the same merchant record. That's the difference you feel a year in, when a location calls and the whole history is on one screen instead of in six apps and a shoebox.
Can I bring my existing location list?
Yes. Export it from your processor portal or a spreadsheet and we'll import it during setup, with the terminal ID, split, and agreement dates on each one, so the check-ins and renewal reminders start right away.
Who's behind this?
Eric Stewart. He ran his own ATM business in New York's Hudson Valley, placing machines and keeping merchants happy, and still rents ATMs for events. CRM Basket is the office he wished he'd had on the route. When you book the walkthrough call, that's who you get.
