Merchant Relationship Management Overview

NMI's embedded payment solutions offer secure and seamless transaction integration, enhancing the payment experience for businesses. This fully integrated payments ecosystem supports scalability and reliability, catering to diverse business needs. NMI stands out with its focus on creating a smooth transaction process, which is crucial for customer satisfaction and operational efficiency. The platform is particularly beneficial for fintech companies looking to build, earn, and scale their payment capabilities. By integrating NMI's solutions, businesses can ensure a secure and efficient payment process, which is a key competitive advantage in today's fast-paced digital economy.

Use Cases

Customers recommend Sales Document Management, Lead Management, Helpdesk Management, as the business use cases that they have been most satisfied with while using Merchant Relationship Management.

Other use cases:

  • Onboarding
  • Competitive Intelligence
  • Generation Of New Leads
  • Call Recording
  • Workflow Management
  • Communication Management
  • White Labeling
See all use cases See less use cases

Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Merchant Relationship Management.

Other priorities:

  • Enhance Customer Relationships
  • Manage Risk
  • Improve Efficiency
  • Improve Visibility
  • Improve Internal Communications
  • Improve Stakeholder Relations
  • Launch New Products
  • Improve Digital And Social Presence
  • Reduce Bounce
See all business priorities See less business priorities

Merchant Relationship Management Use-Cases and Business Priorities: Customer Satisfaction Data

Merchant Relationship Management's features include Calculator, Dashboard, Alerts: Popups & Notifications, etc. and Merchant Relationship Management support capabilities include 24/7 Support, Phone Support, Email Support, etc. also Merchant Relationship Management analytics capabilities include Analytics, and Custom Reports.

Reviews

"IRIS CRM is far and away the best business management tool in the marketplace today. The IRIS team understands the day to day needs of the ISO community." - Jason Wright

Merchant Relationship Management, Teamgate CRM, Floify, monday sales CRM, TeamGram, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

IRIS-CRM is a user-friendly merchant services management solution that efficiently handles CRM and underwriting. Merchants are securely managed with NMI's onboarding features.

Popular Business Setting

for Merchant Relationship Management

Top Industries

  • Financial Services
  • Entertainment

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Merchant Relationship Management is popular in Financial Services, and Entertainment, and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Merchant Relationship Management Use Cases

Why is Merchant Relationship Management the best choice for Sales Document Management?

What Are the key features of Merchant Relationship Management for Lead Management?

How efficiently Does Merchant Relationship Management manage your Helpdesk Management?

How efficiently Does Merchant Relationship Management manage your Onboarding?

What Are the key features of Merchant Relationship Management for Competitive Intelligence?

11 buyers and buying teams have used Cuspera to assess how well Merchant Relationship Management solved their CRM needs. Cuspera uses 1704 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Merchant Relationship Management testimonial

Jason Wright

President

FlashBanc

IRIS CRM is far and away the best business management tool in the marketplace today. The IRIS team understands the day to day needs of the ISO community. Testimonial By Jason Wright
Merchant Relationship Management testimonial

Chad Horal

CEO

Metro BPS

IRIS CRM is very user-friendly. The IRIS CRM team has helped us adapt the system to meet our needs. IRIS CRM has even helped us service our Agent Banks! Testimonial By Chad Horal
Merchant Relationship Management testimonial

Michael Dinardo

President

Payment Processing Consultants

We have been using IRIS for just under a year and it has been life changing when it comes to tracking residuals, processing residuals and paying residuals!” Testimonial By Michael Dinardo
CUSTOMERS TESTIMONIALS
Merchant Relationship Management testimonial

Jason Wright

President

FlashBanc

IRIS CRM is far and away the best business management tool in the marketplace today. The IRIS team understands the day to day needs of the ISO community. Testimonial By Jason Wright
Merchant Relationship Management testimonial

Chad Horal

CEO

Metro BPS

IRIS CRM is very user-friendly. The IRIS CRM team has helped us adapt the system to meet our needs. IRIS CRM has even helped us service our Agent Banks! Testimonial By Chad Horal
Merchant Relationship Management testimonial

Michael Dinardo

President

Payment Processing Consultants

We have been using IRIS for just under a year and it has been life changing when it comes to tracking residuals, processing residuals and paying residuals!” Testimonial By Michael Dinardo

Case Studies

Financial Services

CASE STUDY MerchantX

NMI Gateway helped MerchantX, an ISO in Portland, Maine, solve problems with user friendliness and limited integrations. MerchantX needed a payment gateway that worked with over 30 processors and ban...ks for high-risk merchants. NMI offered 150+ processor integrations, easy setup, and strong support. MerchantX could onboard new merchants in about 10 minutes. Value-added services like invoicing and fraud protection created new revenue streams and improved merchant retention.

Financial Services

CASE STUDY FLO Business Solutions

Merchant Central helped FLO Business Solutions fix problems with agent payouts and residuals. FLO replaced spreadsheets and generic CRMs with an all-in-one payments platform. The new system made oper...ations faster and more accurate. Agents now get clear, on-time payments and can see their earnings anytime. FLO built stronger agent relationships and set up for long-term growth. The platform's reporting tools let leaders and agents track deals and payouts easily.

Information Technology and Services

CASE STUDY Next Choice

NMI Payments helped Next Choice improve its merchant platform, Lynqd. Next Choice wanted to make merchant sign-up and onboarding faster and easier. NMI Payments integrated smoothly with Lynqd, lettin...g merchants get approved and start processing payments quickly. The solution reduced onboarding time and made the merchant experience better. Next Choice also got branded microsites and strong support from NMI, making the rollout simple and effective.

Non-Profit Organization Management

CASE STUDY SafeSave

NMI gateway helped SafeSave, the payments division of SofterWare, solve problems caused by relying on a single payment processor. SafeSave needed more control, better pricing, and less compliance bur...den for its nonprofit software customers. By using NMI's processor-agnostic gateway, SafeSave gained flexibility to work with multiple acquiring partners. This gave customers more choices, improved service, and shifted much of the compliance work to NMI. SafeSave now offers better rates and a wider range of payment solutions to nonprofit ISVs.

Financial Services

CASE STUDY Prime Point Payments

NMI Gateway helps Prime Point Payments deliver payment solutions to merchants in ecommerce and high-risk sectors. Prime Point Payments uses NMI for 95% of its gateway solutions because of its feature...s and ease of use. The company values NMI's strong support team, which resolves issues quickly, often within 24 hours. NMI enables Prime Point Payments to offer better service and smooth technology adoption for its clients.

Financial Services

CASE STUDY ISVPay

NMI Merchant Relationship Management helped ISVPay speed up merchant onboarding and support rapid growth. ISVPay needed a simple way to serve unattended software providers and onboard merchants. NMI ...gave them a single platform to manage onboarding, residuals, and agent payouts. The unified portal removed the need for multiple logins and manual processes. ISVPay grew merchant acquisition to an all-time high, kept costs down, and increased approval rates.

Frequently Asked Questions(FAQ)

for Merchant Relationship Management

What is Merchant Relationship Management used for?

Merchant Relationship Management is a CRM Software mainly used by its customers to Acquire Customers and Increase Sales & Revenue by Sales Document Management, Lead Management and Helpdesk Management .

What are the top features of Merchant Relationship Management?

Calculator, Dashboard and Alerts: popups & Notifications are some of the top features of Merchant Relationship Management.

Who uses Merchant Relationship Management?

Merchant Relationship Management is used by Financial Services, Entertainment among other industries.

What are Merchant Relationship Management alternatives?

Teamgate CRM, Floify, Monday Sales CRM and TeamGram are popular alternatives for Merchant Relationship Management.

Where is Merchant Relationship Management located?

Merchant Relationship Management is headquartered at Schaumburg, Illinois.
lightning

Peers used Merchant Relationship Management for sales document management and lead management

Merchant Relationship Management Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.77/5

Read Reviews (48)
Custom Reports

4.73/5

Read Reviews (226)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.77/5

Read Reviews (48)
Custom Reports

4.73/5

Read Reviews (226)

Software Failure Risk Guidance

?

for Merchant Relationship Management

Overall Risk Meter

Low Medium High

Top Failure Risks for Merchant Relationship Management

IRIS CRM, an NMI company. News

Executive

NMI appoints new CEO

NMI has appointed Steven Pinado as its new CEO, effective September 2, 2025. Pinado, a former Billtrust President and partner at Radian Capital, replaces Vijay Sondhi, who will remain an advisor until year-end. NMI, known for its embedded payment solutions, processes $440 billion annually and serves about one million clients. The company aims to enhance its offerings for financial institutions and merchants.

Partnership

LANDI and NMI Expand Partnership with Launch of LANDI M20SE: A Compact, Cost-Effective Android Device Configured for Tap to Pay

LANDI and NMI have expanded their partnership with the launch of the LANDI M20SE, a compact and cost-effective Android payment device configured for tap to pay. The M20SE integrates NMIs payment gateway technology, enabling merchants to accept contactless payments efficiently. This collaboration targets businesses seeking affordable, secure, and mobile payment solutions, strengthening both companies positions in the embedded payments and smart POS markets.

Product

LANDI and NMI Expand Partnership with Launch of LANDI M20SE: A Compact, Cost-Effective Android Device Configured for Tap to Pay - Business Wire

NMI and LANDI have expanded their partnership with the launch of the LANDI M20SE, a compact Android payment device configured for tap to pay. The M20SE integrates with NMIs payments platform, enabling secure, cost-effective contactless transactions for merchants. This collaboration targets in-person and mobile payment use cases, enhancing flexibility for independent sales organizations, SaaS providers, and banks.

IRIS CRM, an NMI company. Profile

Company Name

IRIS CRM, an NMI company.

Company Website

https://www.nmi.com/

HQ Location

Schaumburg, Illinois

Employees

11-50

Social

Financials

PRIVATE