What is RiseCRM?
RiseCRM is a powerful, cloud-driven customer relationship management platform specifically designed for merchant-services operations, focusing on enhancing the entire lifecycle of merchants, from initial onboarding and continuous support to comprehensive reporting and API integrations, all within a single, cohesive interface. This cutting-edge platform enables eligible merchants to be activated on the same day by utilizing automated underwriting and onboarding capabilities, which significantly reduces the need for manual data entry and promotes business growth. Additionally, it simplifies support workflows, empowering service teams to efficiently handle and address customer inquiries through a single access point, while providing in-depth insights into transaction processing, residual income, and expense assessments to support informed strategic choices. With its integrated RESTful APIs and smooth integration with broad payment ecosystems, RiseCRM encourages productive collaboration among independent software vendors (ISVs), independent sales organizations (ISOs), internal teams, and various partnership arrangements. Catering to a wide array of business models, including ISOs, software vendors, associations, referral partners, and franchise networks, RiseCRM delivers customized workflows that adapt to intricate sales frameworks, ensuring that all collaborators can effectively manage their unique operations. Furthermore, RiseCRM continually evolves to meet the changing needs of the industry, solidifying its role as a vital resource for enhancing operational efficiency and fostering growth within the merchant-services landscape.
Similar Software to RiseCRM
Rise Vision
Rise Vision serves as a comprehensive platform that combines digital signage, screen sharing, and emergency notifications all in one. It allows organizations to communicate effectively, educate, collaborate, and enhance safety in an affordable manner through its user-friendly cloud-based services, which come with exceptional customer support and versatile hardware choices.
Users can either utilize the recommended media players and screens or employ their existing hardware to get started quickly, thanks to over 600 professionally crafted templates provided by Rise Vision.
With its digital signage capabilities, users can create captivating content using a vast array of customizable templates, along with seamless integrations with various applications such as Power BI, Microsoft 365, Google Workspace, Canva, and social media platforms.
The screen sharing feature promotes enhanced collaboration and education by enabling content to be shared wirelessly from any device to any display, with the option to share without needing an account or to conduct secure, moderated sessions.
To ensure safety, Rise Vision facilitates immediate alerts through its emergency notification system, which connects with prominent emergency systems via the Common Alert Protocol (CAP) to deliver alerts directly to screens.
This holistic approach not only streamlines communication but also empowers organizations to respond quickly in emergencies, thereby fostering a safer and more informed environment.
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NMI Payments
NMI Payments transforms payments from a backend function into a strategic growth driver. Designed for software companies. SaaS platforms, ISVs and ISO partners, it enables you to embed, brand, and monetize payments directly within your software—without becoming a PayFac or taking on compliance complexity.
As a full-stack processor, acquirer, and technology partner, NMI manages underwriting, risk, and regulatory oversight behind the scenes. The result: faster go-to-market, stronger brand control, and new recurring revenue streams. With modular design and white-label flexibility, NMI adapts to your business model, whether you’re processing payments online, in-store, in-app, or unattended.
Key Benefits
Launch white-labeled payments in weeks, not months
Control pricing, share in transaction revenue, and own the customer relationship
Built-in compliance, risk, and fraud prevention tools
Flexible integration via no-code, low-code, or full API access
Developer-First Experience
NMI’s developer environment bridges business and technical needs. Developers gain instant sandbox access, prebuilt SDKs, and intuitive APIs to test, integrate, and deploy quickly. Guided onboarding, dynamic sandbox simulations, and drop-in components make payments easier to build and maintain. Business teams can explore revenue opportunities through self-service tools and instant earnings insights.
With NMI Payments, you can embed and scale payments without losing control—powering faster launches, stronger retention, and lasting growth
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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.
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NMI Merchant Central
NMI Merchant Central serves as a holistic platform for underwriting and merchant services, designed to streamline the entire lifecycle of merchants from initial lead generation and onboarding to continuous portfolio management, risk evaluation, and residual oversight. By leveraging automated workflows, this solution enables independent sales organizations, banks, and payment software providers to quickly underwrite and onboard merchants within minutes, effectively reducing friction and expediting the approval process. The platform boasts a portfolio-management feature that allows for the monitoring of merchants, management of residual payouts, and creation of processor-agnostic reports; it also includes tools for lead and sales funnel management to boost conversion rates, alongside integrated risk and compliance checks through automated data collection and real-time monitoring, thereby minimizing merchant abandonment and churn. Aimed at enhancing operational efficiency, MRM provides organizations with a consolidated dashboard to manage merchant information, transaction details (such as volume, chargebacks, and deposits), and residuals, while automating various previously manual tasks. Furthermore, this versatile solution is built to evolve alongside businesses, ensuring they stay competitive in an ever-changing market landscape, thus facilitating sustained growth and adaptability.
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Screenshots and Video
Company Facts
Company Name:
Aurora Payments
Date Founded:
2005
Company Location:
United States
Company Website:
risewithaurora.com/customer-management/
Product Details
Deployment
SaaS
Training Options
Documentation Hub
Online Training
Video Library
Support
Standard Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
