Introducing G2.ai, the future of software buying.Try now
Compare Merchant Relationship Management by NMI and Redtail Technology 
Featured Products
At a Glance
Market Segments
Small-Business (78.5% of reviews)
Small-Business (90.8% of reviews)
Entry-Level Pricing
Starting at $1,799/month
Contact Us
Merchant Relationship Management by NMI
Star Rating
(96)4.6 out of 5
Market Segments
Small-Business (78.5% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
Starting at $1,799/month
Learn more about Merchant Relationship Management by NMIRedtail Technology
Star Rating
(211)4.3 out of 5
Market Segments
Small-Business (90.8% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Redtail Technology excels in user-friendliness, with many users highlighting its intuitive navigation and ease of use. One user mentioned, "The platform is easy to navigate and very user-friendly, which really helps make my job simpler," making it a strong choice for those prioritizing a seamless experience.
- According to verified reviews, Merchant Relationship Management by NMI stands out for its robust lead management capabilities. Users appreciate features like webforms for capturing leads and sending welcome emails, which enhance customer interaction tracking. One reviewer noted, "I really like Merchant Relationship Management by NMI for its convenience in capturing leads and new clients."
- Users say that while Redtail Technology has a solid overall performance, it faces challenges in specific areas like automation and marketing analytics. Reviewers have pointed out that these features could be more developed, with one mentioning, "The contact list is the best," but expressing a desire for more advanced tools.
- Reviewers mention that Merchant Relationship Management by NMI offers a high-quality support experience, with a score that reflects strong customer service. Users have praised the platform's support, stating, "I also love being able to separate leads," which indicates a focus on user needs and responsiveness.
- G2 reviewers highlight that Redtail Technology has a larger user base, which contributes to its higher G2 Score. With 207 total reviews compared to NMI's 96, this suggests a more established presence in the market, providing potential buyers with more insights from a diverse set of users.
- According to recent feedback, both platforms have their strengths, but Merchant Relationship Management by NMI shines in customization options. Users appreciate its clean interface and the ability to tailor the system to specific needs, which can be a significant advantage for businesses looking for flexibility.
Pricing
Entry-Level Pricing
Merchant Relationship Management by NMI
Pro
Starting at $1,799
/month
Visit www.iriscrm.com to schedule your demo or launch a live tour.
- Unlimited Users
- Merchant Boarding To Multiple Acquirers
- Residual Reporting
Redtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
Merchant Relationship Management by NMI
No trial information availableRedtail Technology
Free Trial is available
Ratings
Meets Requirements
9.0
73
8.6
181
Ease of Use
8.7
74
8.6
186
Ease of Setup
8.1
55
8.5
98
Ease of Admin
8.6
58
8.8
60
Quality of Support
9.3
74
8.8
171
Has the product been a good partner in doing business?
9.3
59
9.0
62
Product Direction (% positive)
9.5
69
8.5
182
Features by Category
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SMS Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Usability
Not enough data
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Reliability
Not enough data
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
8.2
45
7.2
105
Platform Additional Functionality
7.9
26
7.5
94
8.8
48
8.6
114
8.6
29
7.9
95
7.2
36
7.6
100
7.9
32
6.6
80
Platform Reporting and Analytics
8.6
47
8.0
92
7.0
28
6.9
78
Customer Support
8.5
37
8.4
96
8.9
37
8.0
98
8.7
41
8.1
102
8.5
37
7.9
94
Marketing Automation
7.5
25
7.0
81
8.9
43
7.6
90
7.8
22
6.6
82
Sales Force Automation
8.4
32
6.9
83
8.7
41
8.2
95
7.2
20
6.1
72
8.0
15
5.9
72
8.5
23
6.9
73
Agentic AI - Financial Services CRM
Not enough data
6.5
17
Categories
Categories
Shared Categories
Merchant Relationship Management by NMI and Redtail Technology are categorized as Financial Services CRM
Unique Categories
Merchant Relationship Management by NMI has no unique categories
Reviews
Reviewers' Company Size
Merchant Relationship Management by NMI
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
73.1%
Banking
7.5%
Information Technology and Services
4.3%
Accounting
3.2%
Retail
2.2%
Other
9.7%
Financial Services
86.0%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.4%
Other
2.9%
Discussions
Merchant Relationship Management by NMI has no discussions with answers
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Redtail Technology has no more discussions with answers
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
