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

"When people ask me what it takes to be successful in this industry making sure they have IRIS CRM is one of the first things I make sure to mention." - Brandon Skinner

Peer review evidence (same sources as the product rating summary)

"...API Integration Proposal. ..." Integrations - Fiserv, TSYS & Worldpay CRM - IRIS CRM
"...Headquartered in Los Angeles, we specialize in electronic payment services and leading business management software...." Integrations - Fiserv, TSYS & Worldpay CRM - IRIS CRM
"...Resource Box: If you are ready to make sure that no help desk tickets are missed by your agents, it would be recommended that you rely on software such as Iris CRM ...." How to Handle Help Desk Tickets Efficiently

Merchant Relationship Management, YetiForce CRM, IloveLeasing, Infoflo CRM, SalesNexus, 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.

Merchant Relationship Management Customer wins, Customer success stories, Case studies

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

What solutions does Merchant Relationship Management provide for Lead Management?

How efficiently Does Merchant Relationship Management manage your Helpdesk Management?

How does Merchant Relationship Management facilitate Onboarding?

How can Merchant Relationship Management optimize your Competitive Intelligence Workflow?

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.

CUSTOMERS TESTIMONIALS
Merchant Relationship Management testimonial

Brandon Skinner

CEO

Riverside Payments

When people ask me what it takes to be successful in this industry making sure they have IRIS CRM is one of the first things I make sure to mention. Testimonial By Brandon Skinner
Merchant Relationship Management testimonial

William Adam Boyd

CEO

toCharge

I couldn’t be happier with our decision to use IRIS CRM. Our closing ratio has increased by 300% and I owe it all to the team at IRIS! Testimonial By William Adam Boyd
Merchant Relationship Management testimonial

Nate Christian

SVP Operations

National Payment Corporation

The IRIS Team has always been extraordinary! From both a consultative perspective and adapting the program to fit our needs. We love the software! Testimonial By Nate Christian
CUSTOMERS TESTIMONIALS
Merchant Relationship Management testimonial

Brandon Skinner

CEO

Riverside Payments

When people ask me what it takes to be successful in this industry making sure they have IRIS CRM is one of the first things I make sure to mention. Testimonial By Brandon Skinner
Merchant Relationship Management testimonial

William Adam Boyd

CEO

toCharge

I couldn’t be happier with our decision to use IRIS CRM. Our closing ratio has increased by 300% and I owe it all to the team at IRIS! Testimonial By William Adam Boyd
Merchant Relationship Management testimonial

Nate Christian

SVP Operations

National Payment Corporation

The IRIS Team has always been extraordinary! From both a consultative perspective and adapting the program to fit our needs. We love the software! Testimonial By Nate Christian
 

SafeSave (SofterWare) - Information Technology And Services - Small

Horsham, USA

SafeSave, the payments division of SofterWare, needed more flexibility and control over its payment processing for nonprofit software providers. Relying on a single payment processor limited their pr...icing, service options, and increased compliance burdens. By adopting the processor-agnostic NMI gateway, SafeSave gained access to hundreds of processing partners, improved service, and reduced PCI compliance scope. This partnership enabled SafeSave to process over $3 billion in annual payments and expand omnichannel capabilities for ISVs and merchants.

 

Prime Point Payments - Financial Services - Small

USA

NMI powers 95% of Prime Point Payments’ merchant gateway solutions. Prime Point Payments serves ecommerce and high-risk merchants, focusing on tailored payment technology and support. NMI’s gateway s...tands out for its features and ease of use, enabling smooth card-not-present transactions. Fast, expert support from NMI helps Prime Point Payments solve complex integration challenges for clients. The partnership lets Prime Point Payments deliver better service and seamless payment experiences.

 

Instant Systems - Information Technology And Services - Small

Gothenburg, Sweden

Instant Systems needed a faster way to integrate payments for their unattended retail solutions. Manual payment integrations slowed their growth and made scaling hard. NMI provided a flexible payment... platform that worked for vending, kiosks, and unmanned stores. With NMI, Instant Systems can launch new projects quickly and win more business. Their new solution powers innovative concepts like unmanned, cashless shops in Sweden.

 

Next Choice - Information Technology And Services - Small

Deerfield Beach, USA

Next Choice used NMI Payments to improve its Lynqd merchant platform. Before, merchants faced slow and complex sign-ups. With NMI, onboarding became fast and easy. Merchants now get same-day approval... and can start selling right away. The process is fully branded and simple for both sales teams and merchants. Next Choice also benefits from strong support from NMI.

 

ISVPay - Financial Services - Small

Alpharetta, USA

NMI Merchant Relationship Management helped ISVPay speed up merchant onboarding. ISVPay used NMI to centralize and automate the process for software vendors in unattended retail. Approval rates reach...ed 98.2%, with 91% of approvals on the same day. Activation within 15 days hit 92.8%, and retention reached 97.7%. The streamlined system cut delays and boosted growth for ISVPay and its ISV clients.

 

Integrity Turnkey Business Solutions - Professional Training & Coaching - Small

Riverside, USA

NMI helped Integrity Turnkey Business Solutions upgrade its payment gateway to better serve small business clients. Integrity Turnkey needed a modern solution for recurring payments and flexible paym...ent options. NMI provided a white-label gateway, easy onboarding, and support for online and in-person payments. The new system allowed Integrity Turnkey to close more and larger deals. Their clients now benefit from a complete, branded payment experience.

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?

YetiForce CRM, IloveLeasing, Infoflo CRM and SalesNexus 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

M&A

NMI buys Dwolla to broaden account-to-account payment rails

NMI has acquired Dwolla to enhance its account-to-account payment capabilities. This strategic acquisition aims to expand NMI's payment infrastructure, providing broader payment solutions to its customers.

M&A

How NMI and Dwolla's combo boosts a key card alternative

NMI has agreed to acquire Dwolla, enhancing its payment technology with Dwolla's account-to-account (A2A) capabilities. This acquisition aims to expand NMI's offerings in real-time processing and embedded payments, integrating Dwolla's developer tools. Dwolla's CEO will join NMI as COO to support the integration. The deal positions NMI to participate in emerging payment technologies, including agentic payments and stablecoin-enabled settlement.

M&A

NMI Acquires Dwolla, Strengthening Its Embedded Payments Platform With Advanced Money Movement Capabilities

NMI has acquired Dwolla to enhance its embedded payments platform with advanced account-to-account (A2A) money movement capabilities. This acquisition integrates Dwolla's API-first infrastructure with NMI's payment acceptance and management strengths, expanding NMI's offerings in real-time payments and open banking. The move aims to provide NMI's partners with more payment options and streamline complex payment flows across various industries.

M&A

NMI Acquires Dwolla to Strengthen Pay by Bank Offering

NMI has acquired Dwolla to enhance its pay-by-bank capabilities, integrating Dwolla's account-to-account payment infrastructure with NMI's existing platform. This acquisition aims to strengthen NMI's embedded payments offerings, allowing businesses to manage money across various use cases and payment rails. Dwolla's CEO, Dave Glaser, will join NMI as COO, and Dwolla's capabilities will be integrated into NMI's platform, expanding its reach and functionality.

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