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Description
ISOhub is the #1 CRM designed specifically for merchant services and payment processing organizations. It helps ISOs manage every aspect of their business—merchants, sales teams, commissions, leads, and onboarding—in one centralized platform. With features like quota tracking, bonus program management, and automated residuals, ISOhub empowers sales leaders to reward performance while maintaining financial accuracy. The executive dashboard provides a 360-degree view of business performance, from top-performing agents to detailed processor data and historical revenue trends. Integrated support ticketing ensures that agents and merchants receive timely resolutions, strengthening relationships and improving retention. ISOhub’s flexible commission engine handles even complex split structures, eliminating manual errors and providing agents with clear, transparent payouts. Designed for scalability, it grows alongside ISOs, whether they’re managing a few agents or nationwide teams. By combining automation with actionable insights, ISOhub equips ISOs to maximize efficiency, increase revenue, and stay competitive.
Description
NMI Merchant Relationship Management (formerly IRIS CRM) is a platform purpose built for the payments industry, that helps banks, ISOs, ISVs and payment providers streamline and scale their merchant operations. From lead acquisition and underwriting to onboarding, support, and compliance, Merchant Relationship Management brings every part of the merchant lifecycle into one intelligent, automated ecosystem.
At its core are three integrated tools:
Merchant Central – A portfolio management hub that automates onboarding, residuals, and reporting.
ScanX – A risk assessment engine for KYC, KYB, and AML compliance.
MonitorX – Continuous monitoring that provides real-time oversight of merchant risk.
Together, they replace manual processes and fragmented systems with a unified, compliant workflow that helps teams work faster and smarter.
Unlike other CRMs, Merchant Relationship Management is built specifically for payments, with deep industry functionality and modular deployment options that integrate seamlessly into existing systems—or operate independently. It supports high-volume portfolios, reduces “not in good order” applications, and helps institutions maintain full control over branding with customizable, white-label interfaces.
Merchant Central takes the headache out of residuals management, saving you time, reducing errors and giving you full visibility into your portfolio. NMI’s automated residuals management helps ISOs , banks and payment providers streamline payouts, improve their agent reporting experience, and turn residuals into a reliable source of growth.
With MRM, organizations gain visibility across their merchant ecosystem, reduce operational burden, and improve retention by delivering faster, more transparent service to every merchant.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Adobe Acrobat Sign
No
Hyperise
No
LiveChat
No
Microsoft Outlook
No
NMI Merchant Central
No
Refold
No
Zapier
No
Integrations
Adobe Acrobat Sign
Yes
Hyperise
Yes
LiveChat
Yes
Microsoft Outlook
Yes
NMI Merchant Central
Yes
Refold
Yes
Zapier
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
$1,499 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Impact Techlab
Founded
2014
Country
United States
Website
theisohub.com
Vendor Details
Company Name
NMI
Country
United States
Website
www.nmi.com/products/merchant-relationship-management/
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
