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What is Pulse CRM?
Pulse CRM is a specialized platform designed for the effective management of customer relationships and portfolio oversight, specifically catered to independent sales organizations and payment-processing firms, overseeing the entire merchant experience from lead acquisition to application submission, underwriting, onboarding, and managing residual payments, along with portfolio analysis. This system streamlines merchant onboarding through automation across various ISOs and features integrated tools for risk assessment and underwriting, which significantly speed up the approval process. The platform includes tailored features for tracking and reporting residuals that are in sync with payment service operations, alongside robust dashboard analytics that monitor the performance of both agents and merchants. Furthermore, it adopts a centralized approach to workflow automation and enhances document management while including essential compliance checks, allowing users to transition from unwieldy spreadsheets and disjointed systems to a unified solution that boosts efficiency. This innovative tool not only enhances operational capabilities for organizations but also plays a crucial role in elevating customer satisfaction levels, making it an invaluable asset in today’s competitive landscape. Ultimately, Pulse CRM empowers businesses with the resources they need to thrive and adapt in a constantly evolving market.
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
Hyperise
LiveChat
Microsoft Outlook
NMI Merchant Central
Refold
Zapier
Integrations Supported
Adobe Acrobat Sign
Hyperise
LiveChat
Microsoft Outlook
NMI Merchant Central
Refold
Zapier
API Availability
Has API
API Availability
Has API
Pricing Information
$299 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
Pulse CRM
Company Location
United States
Company Website
pulsecrm.com
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
