Teamgate CRM

Teamgate CRM

Teamgate
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About

NMI Merchant Central is a unified underwriting and merchant-services solution designed to streamline the full merchant lifecycle, from lead acquisition and onboarding to portfolio monitoring, risk, and residual-management. It empowers independent sales organizations, banks, and payment software firms to underwrite, forecast, and onboard merchants in minutes using automated workflows that reduce friction and speed approvals. It includes tools such as its portfolio-management module for tracking merchants, managing residual payouts, and consolidating processor-agnostic reporting; lead- and sales-funnel management to boost conversion; and integrated risk-and-compliance checks (via automated data and real-time monitoring) to reduce merchant abandonment and churn. Designed for efficiency, MRM enables organizations to manage merchant data, transactions (volume, chargebacks, deposits), and residuals all in a single dashboard while automating manual tasks.

About

Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise. With an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential. We pride ourselves on empowering Sales and SaaS teams to increase their speed of execution across the entire sales cycle, with our team by your side every step of the way. Say goodbye to hidden implementation costs, consulting fees and add-ons.

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, payment facilitators and companies looking for a tool providing a CRM and lifecycle management system to manage their operations

Audience

Businesses of all sizes from Startups, SMBs and growing teams throughout the World.

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

No information available.
Free Version
Free Trial

Pricing

Free
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

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.4 / 5
design 4.8 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

NMI
Founded: 2001
United States
www.nmi.com/products/merchant-relationship-management/merchant-central/

Company Information

Teamgate
Founded: 2012
USA
www.teamgate.com/trial/

Alternatives

Alternatives

Payitiv CRM

Payitiv CRM

Payitiv
monday sales CRM

monday sales CRM

monday.com
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

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Lead Capture Features

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Revenue Intelligence Features

Actionable Insights
Alerts / Notifications
Call Scoring
Conversation Intelligence
CRM Interactions
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Integrations

Braintree
Fiserv
Freshdesk
Google Calendar
Google Contacts
HubSpot Customer Platform
HubSpot Operations Hub
Intercom
Microsoft 365
Paysafe
Peaka
Priority Software
QuickBooks Online Advanced
Stackreaction
TSYS
Twilio
WhatsApp
Xero
Zapier
Zendesk

Integrations

Braintree
Fiserv
Freshdesk
Google Calendar
Google Contacts
HubSpot Customer Platform
HubSpot Operations Hub
Intercom
Microsoft 365
Paysafe
Peaka
Priority Software
QuickBooks Online Advanced
Stackreaction
TSYS
Twilio
WhatsApp
Xero
Zapier
Zendesk
Claim NMI Merchant Central and update features and information
Claim NMI Merchant Central and update features and information
Claim Teamgate CRM and update features and information
Claim Teamgate CRM and update features and information