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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

NMI Merchant Central is a comprehensive solution for underwriting and merchant services that aims to simplify the entire merchant lifecycle, encompassing everything from lead generation and onboarding to ongoing portfolio oversight, risk assessment, and management of residuals. This platform provides independent sales organizations, banks, and payment software companies the capability to underwrite, project, and onboard merchants within minutes by utilizing automated workflows that minimize friction and accelerate the approval process. It features a portfolio-management module that allows users to track merchants, oversee residual payouts, and generate processor-agnostic reports; tools for managing leads and sales funnels to enhance conversion rates; and integrated risk-and-compliance checks through automated data collection and real-time monitoring to help decrease merchant abandonment and churn rates. Focused on maximizing efficiency, MRM offers organizations a unified dashboard to handle merchant data, transactions (including volume, chargebacks, and deposits), and residuals while also automating various manual processes. Additionally, this solution is designed to adapt to the evolving needs of businesses, ensuring they remain competitive in a rapidly changing market.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign Yes 
Fiserv No 
Hyperise Yes 
LiveChat Yes 
Merchant Relationship Management by NMI No 
Microsoft Outlook Yes 
NMI Merchant Central Yes 
NMI Payments No 
Paysafe No 
Priority Software No 
Refold Yes 
ServiceNomad No 
TSYS No 
Worldpay No 
Zapier Yes 

Integrations

Adobe Acrobat Sign No 
Fiserv Yes 
Hyperise No 
LiveChat No 
Merchant Relationship Management by NMI Yes 
Microsoft Outlook No 
NMI Merchant Central No 
NMI Payments Yes 
Paysafe Yes 
Priority Software Yes 
Refold No 
ServiceNomad Yes 
TSYS Yes 
Worldpay Yes 
Zapier No 

Pricing Details

$1,499 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

NMI

Country

United States

Website

www.nmi.com/products/merchant-relationship-management/

Vendor Details

Company Name

NMI

Founded

2001

Country

United States

Website

www.nmi.com/products/merchant-relationship-management/merchant-central/

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 

Product Features

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Alternatives

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