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Average Ratings 5 Ratings

Total
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features
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support

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

Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise. Teamgate, a web-based full-process sales CRM solution, will help you improve your sales experience and increase your business growth. Teamgate has a variety of features that simplify every step of the sales process, from lead prospecting to closing sales. The platform integrates seamlessly with leading business apps such as Mailchimp, Intercom, Quickbooks, Zendesk, and more, powering sales teams to exceed quota consistently. Say goodbye to hidden implementation costs, consulting fees and add-ons.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook Yes 
Zapier Yes 
Dubb No 
Easyflow No 
Google Contacts No 
HubSpot CRM No 
HubSpot Marketing Hub No 
Hyperise Yes 
Integry No 
Intercom No 
LiveChat Yes 
Microsoft 365 No 
Quickwork No 
Slack No 
Twilio No 
WhatsApp No 
Workers by Delos No 
Wufoo No 
Xero No 
Zendesk No 

Integrations

Microsoft Outlook Yes 
Zapier Yes 
Dubb Yes 
Easyflow Yes 
Google Contacts Yes 
HubSpot CRM Yes 
HubSpot Marketing Hub Yes 
Hyperise No 
Integry Yes 
Intercom Yes 
LiveChat No 
Microsoft 365 Yes 
Quickwork Yes 
Slack Yes 
Twilio Yes 
WhatsApp Yes 
Workers by Delos Yes 
Wufoo Yes 
Xero Yes 
Zendesk Yes 

Pricing Details

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

Pricing Details

Free
Starter - $Free up to 2 users
Team - $39.90 per user/month billed annually
Growth - $59.90 Per user/month billed annually

No hidden costs.
Free Trial Yes 
Free Version Yes 

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 Yes 
iPad App Yes 
Android App Yes 
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) Yes 
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 Yes 

Vendor Details

Company Name

NMI

Country

United States

Website

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

Vendor Details

Company Name

Teamgate

Founded

2012

Country

USA

Website

www.teamgate.com/trial/

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

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management No 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

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 

Lead Capture

Business Card / Badge Scanning No 
Dashboard Yes 
Data Extraction Yes 
Lead Distribution No 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms Yes 

Revenue Intelligence

Actionable Insights Yes 
Alerts / Notifications No 
CRM Interactions Yes 
Call Scoring Yes 
Conversation Intelligence No 
Dashboard Yes 
Email/Message Interactions Yes 
Market Intelligence Yes 
Phone Call Interactions Yes 
Pipeline Visibility Yes 
Sales Coaching Yes 
Video Call Interactions No 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling No 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management No 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring Yes 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

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