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What is PegasusCRM?

PegasusCRM is an all-encompassing cloud-based customer relationship management tool specifically crafted for the merchant services industry, aiming to support independent sales organizations, processors, and acquiring firms in managing leads, merchant onboarding, support, residuals, and portfolio management through a unified platform. This solution features an advanced sales-funnel engine that includes partner and agent portals, the ease of digital signatures, and auto-filled merchant agreements to accelerate the deal-closing process; a boarding module that offers document management alongside task and meeting tracking to optimize merchant setup efficiency; and daily operational communication tools that integrate VoIP and email, equipment tracking, and a support ticketing system. Additionally, it boasts a powerful residual-reporting suite designed to calculate payouts, bonuses, deductions, and multi-tiered commissions from various processors, all complemented by insightful dashboards and analytics that monitor performance and agent activities. This comprehensive platform not only seeks to enhance workflows but also aims to significantly boost overall productivity for users navigating the competitive merchant services market. Ultimately, PegasusCRM is dedicated to ensuring that its clients can efficiently adapt to the ever-evolving landscape of customer relationship management.

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.

Media

Media

Integrations Supported

Adobe Acrobat
Adobe Acrobat Sign
CSS
First Data
Gmail
HTML
Hyperise
LiveChat
Microsoft Exchange
Microsoft Outlook
NMI Merchant Central
Refold
Yahoo! Mail
Zapier

Integrations Supported

Adobe Acrobat
Adobe Acrobat Sign
CSS
First Data
Gmail
HTML
Hyperise
LiveChat
Microsoft Exchange
Microsoft Outlook
NMI Merchant Central
Refold
Yahoo! Mail
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$895 per month
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

PegasusCRM

Date Founded

2000

Company Location

United States

Company Website

www.pegasuscrm.net

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

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