# NMI Merchant Relationship Management Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about NMI Merchant Relationship Management Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more.

Source: https://www.capterra.com/p/10022249/Merchant-Relationship-Management

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# 

 NMI Merchant Relationship Management Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

NMI Merchant Relationship Management

## What is NMI Merchant Relationship Management?

The NMI Merchant Relationship Management (MRM) suite helps banks, ISOs, and payment providers manage and grow merchant portfolios while navigating complex compliance and risk requirements. It unifies the entire merchant lifecycle, from lead acquisition and underwriting to onboarding, monitoring, and ongoing support, within one scalable, automated platform. Purpose-built for the payments industry, core components include Merchant Central for portfolio management and residual tracking; ScanX for automated KYC, KYB, and AML risk assessments; and MonitorX for continuous compliance oversight. White-label configuration enables branded experiences across onboarding, reporting, and account management, while scalable automation reduces manual work and NIGO applications. Purpose-built for high-volume portfolios and agent channels, MRM modernizes merchant services, optimizes operations, and improves merchant satisfaction through faster, more compliant, and more transparent portfolio management.

## What is NMI Merchant Relationship Management used for?

[Financial CRM](https://www.capterra.com/financial-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$1799

Per Feature, Per Month

Free trial  
not available

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Do you work for NMI Merchant Relationship Management?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.nmi.com&name=NMI Merchant Relationship Management)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### NMI Merchant Relationship Management

0.0

VS.

[4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting Price

$1799

Per Feature, Per Month

Starting Price

$20

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.4 (4,352)

Value For Money

0.0 (0)

Value For Money

4.3 (3,488)

Customer Service

0.0 (0)

Customer Service

4.4 (3,496)

## NMI Merchant Relationship Management alternatives

[4.4 (18,765)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (721)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.5 (819)](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Calendar Management

Track and manage schedules and meetings via an integrated calendar

NMI Merchant Relationship Management 28 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Synchronize with other calendars to view mutual availability and schedules

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Automatically identify and save contact information of potential customers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Automate workflows and trigger campaigns based on customer actions

Access software remotely via mobile devices

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

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## Pricing

Pro pricing plan

$1,799

Per Feature,Per Month

It includes:

-   Unlimited users
-   Merchant boarding to multiple acquirers
-   Residuals calculation and reporting
-   Transaction reporting dashboard
-   CRM with unlimited contacts
-   Google and Outlook integrations
-   Calendar with event reminders
-   Phone system
-   Electronic signature
-   Mobile app

## Integrations

[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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