Related Products
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About
Custify is a customer success platform for B2B SaaS companies. Users can better meet customers' needs, reduce churn, and increase lifetime value. In addition to in-product usage insights, users can view data from CRM, support, billing, and other systems. Its dashboard displays relevant KPIs and client interactions.
Additionally, Custify detects clients who get stuck during onboarding, whose trials are expiring, and whose usage is decreasing. It allows customer success managers to reach out proactively. A sophisticated automation engine is built for low-touch workflows.
** Customer 360 view: Streamline customer data from CRMs, support, and billing systems.
** Growth: Automatically identify growth, renewal, and upsell opportunities.
** Tasks & Alerts: Be notified when a customer is stuck in onboarding, at risk of churn, or due to renew.
** Customer Health: Identify and reduce at-risk customers.
** Automation: Playbooks and workflows automate white-glove tasks.
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About
NMI Merchant Relationship Management (formerly IRIS CRM) helps banks, ISOs, and payment providers manage the entire merchant lifecycle—from lead to underwriting to ongoing support. Purpose-built for the payments industry, NMI Merchant Relationship Management unifies risk management, compliance, and portfolio oversight within one scalable platform. Its modular suite includes Merchant Central for onboarding, residuals automation and calculation and reporting; ScanX for automated KYC/KYB and AML compliance; and MonitorX for continuous monitoring and risk alerts. Unlike generic CRMs, Merchant Relationship Management offers payments-specific functionality designed to reduce manual work, improve compliance accuracy and increase merchant retention. With white-label flexibility, integrated automation, and seamless CRM integration, it delivers operational efficiency and transparency across high-volume portfolios. Modernize merchant management, reduce churn, and simplify compliance with NMI.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
B2B SaaS companies
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Audience
ISOs, banks and ISVs looking to manage their merchants and residuals
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
899$/mo
Free Version
Free Trial
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Pricing
$1,499 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCustify
Founded: 2017
Romania
www.custify.com
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Company InformationNMI
United States
www.nmi.com/products/merchant-relationship-management/
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Categories |
Categories |
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Customer Satisfaction Features
360 Degree Feedback
Analytics
Call Reporting
Complaint Monitoring
Feedback Collection
Survey Management
Customer Success Features
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
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CRM Features
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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Integrations
Zapier
Adobe Acrobat Sign
Chargebee
Google Analytics
HubSpot CRM
HubSpot Customer Platform
Hyperise
LiveChat
Microsoft Outlook
NMI Merchant Central
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Integrations
Zapier
Adobe Acrobat Sign
Chargebee
Google Analytics
HubSpot CRM
HubSpot Customer Platform
Hyperise
LiveChat
Microsoft Outlook
NMI Merchant Central
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