Audience
Payment-processing ISOs and acquiring organizations in search of a solution to manage merchant portfolios and agent networks
About Pulse CRM
Pulse CRM is a purpose-built customer-relationship and portfolio-management system designed specifically for independent sales organizations and payment-processing firms, covering the merchant lifecycle from lead acquisition and application submission through underwriting, boarding, residual payouts, and portfolio analytics. It supports merchant onboarding automation across multiple ISOs, built-in risk and underwriting tools to accelerate approvals, residual-tracking and reporting features tailored to payment-services flows, and deep-dive dashboard analytics to monitor agent and merchant performance. It delivers centralized workflow automation, streamlined document management, and compliance check integration so that manual spreadsheets and multiple auxiliary systems can be replaced by a unified solution.
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Merchant Relationship Management by NMI
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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PegasusCRM
PegasusCRM is a cloud-based CRM platform built specifically for the merchant services industry, enabling independent sales organizations, processors, and acquiring firms to manage leads, merchant onboarding, support, residuals, and portfolio servicing all in one system. It features a sales-funnel engine with partner and agent portals, digital signatures and auto-populated merchant agreements to accelerate deal closing; a boarding module with document management, task and meeting tracking to streamline merchant setup; daily communication and maintenance tools including VoIP and email integration, equipment tracking and ticketing for support; and a residual-reporting suite that allows calculation of payouts, bonuses, deductions and multi-level commissions from any processor, with dashboards and analytics to monitor performance and agent activity.
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Payitiv CRM
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NMI Merchant Central
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.
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Pricing
Starting Price:
$299 per month
Free Version:
Free Version available.
Integrations
API:
Yes, Pulse CRM offers API access
No integrations listed.
Company Information
Pulse CRM
United States
pulsecrm.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
24/7 Live Support
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