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What is Payitiv CRM?
The Payitiv CRM Merchant System serves as a robust portal for agents and merchants, aimed at streamlining various aspects of sales, onboarding, customer support, and the management of residuals within payment service portfolios. This innovative system allows agents to effectively manage their sales processes, create professional proposals that compare rates in multiple formats, and swiftly produce electronic contracts, thereby accelerating the acquisition of merchants. By automating the calculation of residuals and the oversight of portfolio performance, agents are able to focus more on selling instead of dealing with complicated spreadsheets. Moreover, the platform includes a merchant tracker that delivers real-time data on potential clients' interactions with websites, evaluates existing customer performance, and pinpoints accounts that might be inactive. The collection of lead-management tools also boasts SMS outreach functionality, customizable reports tailored to lead specifics, and automated alerts for team members as deals progress through various phases, ensuring agents stay informed and active throughout the sales process. In addition, this integrated system not only enhances efficiency and productivity but also supports agents in achieving higher success rates in managing payment service portfolios. Ultimately, the Payitiv CRM Merchant System provides a seamless solution that empowers users to work smarter, not harder.
What is Merchant Relationship Management by NMI?
NMI Merchant Relationship Management (formerly IRIS CRM) transforms how banks, ISOs, and payment providers manage merchants—streamlining complex processes from lead acquisition through underwriting, onboarding, and ongoing compliance. Designed specifically for the payments industry, Merchant Relationship Management centralizes risk management, compliance automation, and portfolio oversight within a single, scalable platform.
The modular suite includes:
Merchant Central – A portfolio management hub for automated onboarding, residual tracking, and performance reporting.
ScanX – Advanced underwriting automation that gathers and validates KYC, KYB, and AML data in seconds.
MonitorX – Real-time compliance monitoring to flag and manage merchant risk proactively.
Each component integrates seamlessly with existing CRMs or operates as a standalone solution, reducing manual work and improving speed to activation.
Key Advantages
Built for payments, not retrofitted from generic CRMs
White-label branding to maintain institutional control and trust
Automated residuals and compliance tools that reduce errors and friction
Scalable automation for high-volume portfolios and agent networks
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.
Unlike legacy systems, MRM unifies fragmented processes into one modern experience that improves efficiency, accuracy, and transparency. Teams can focus less on administration and more on growth, while merchants benefit from faster onboarding and better support.
With NMI MRM, financial institutions can transform merchant management into a competitive advantage—reducing risk, boosting retention, and empowering growth at scale.
Integrations Supported
Adobe Acrobat Sign
Fiserv
Hyperise
LiveChat
Microsoft Outlook
NMI Merchant Central
PCS
Paysafe
Refold
TSYS
Integrations Supported
Adobe Acrobat Sign
Fiserv
Hyperise
LiveChat
Microsoft Outlook
NMI Merchant Central
PCS
Paysafe
Refold
TSYS
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$1,499 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Payitiv
Date Founded
2020
Company Location
United States
Company Website
isoagentservices.com/payitiv-crm-merchant-system/
Company Facts
Organization Name
NMI
Company Location
United States
Company Website
www.nmi.com/products/merchant-relationship-management/
Categories and Features
Categories and 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