RiseCRM

RiseCRM

Aurora Payments
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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.

About

RiseCRM is a secure, cloud-based CRM built specifically for merchant-services operations, designed to streamline the full merchant lifecycle, from onboarding and support through reporting and API integrations, within a single platform. It enables same-day activation of qualified merchants via automated underwriting and onboarding tools, reducing manual tasks and accelerating growth. It consolidates support workflows so service teams can respond and manage activity from one login, and provides comprehensive reporting on processing, residual revenue, and cost analyses to support informed decision making. Built-in RESTful APIs and tight integration with broader payment ecosystems enable seamless coordination across ISVs, ISOs, internal teams, and partner models. RiseCRM supports a wide variety of business models, including ISOs, software vendors, associations, referral partners, and franchise networks, delivering customizable workflows for complex sales.

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

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

Audience

Payment-industry ISOs, ISVs, referral searching for a solution to manage merchant relationships, onboarding, support 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

$1,499 per month
Free Version
Free Trial

Pricing

No information available.
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

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

Company Information

Aurora Payments
Founded: 2005
United States
risewithaurora.com/customer-management/

Alternatives

Alternatives

Payitiv CRM

Payitiv CRM

Payitiv
Privvy ISO CRM

Privvy ISO CRM

Defyne Payments
RiseCRM

RiseCRM

Aurora Payments

Categories

Categories

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

ARISE from Aurora Payments
Adobe Acrobat Sign
Hyperise
LiveChat
Microsoft Outlook
NMI Merchant Central
Refold
Zapier
Zendesk

Integrations

ARISE from Aurora Payments
Adobe Acrobat Sign
Hyperise
LiveChat
Microsoft Outlook
NMI Merchant Central
Refold
Zapier
Zendesk
Claim Merchant Relationship Management by NMI and update features and information
Claim Merchant Relationship Management by NMI and update features and information
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Claim RiseCRM and update features and information