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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
API Access
Has API
Integrations
Microsoft Outlook
Zapier
Braintree
Chat Agents
Easyflow
GA Connector
Google Calendar
Google Drive
HubSpot Customer Platform
Integry
Integrations
Microsoft Outlook
Zapier
Braintree
Chat Agents
Easyflow
GA Connector
Google Calendar
Google Drive
HubSpot Customer Platform
Integry
Pricing Details
$1,499 per month
Free Trial
Free Version
Pricing Details
Free
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Lead Capture
Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms
Revenue Intelligence
Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
