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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

B2B SaaS companies

Audience

ISOs, banks and ISVs looking to manage their merchants and residuals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

899$/mo
Free Version
Free Trial

Pricing

$1,499 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Custify
Founded: 2017
Romania
www.custify.com

Company Information

NMI
United States
www.nmi.com/products/merchant-relationship-management/

Alternatives

Alternatives

Payitiv CRM

Payitiv CRM

Payitiv
RiseCRM

RiseCRM

Aurora Payments

Categories

Categories

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

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

Integrations

Zapier
Adobe Acrobat Sign
Chargebee
Google Analytics
HubSpot CRM
HubSpot Customer Platform
Hyperise
LiveChat
Microsoft Outlook
NMI Merchant Central
Pipedrive
Refold
Salesforce
Segment
Zoho CRM

Integrations

Zapier
Adobe Acrobat Sign
Chargebee
Google Analytics
HubSpot CRM
HubSpot Customer Platform
Hyperise
LiveChat
Microsoft Outlook
NMI Merchant Central
Pipedrive
Refold
Salesforce
Segment
Zoho CRM
Claim Custify and update features and information
Claim Custify and update features and information
Claim Merchant Relationship Management by NMI and update features and information
Claim Merchant Relationship Management by NMI and update features and information