Best Merchant Management Software with a Free Trial
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Compare the Top Merchant Management Software with a Free Trial as of January 2026
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What is Merchant Management Software with a Free Trial?
Merchant management software, also known as merchant relationship management software, helps businesses, payment processors, and marketplaces oversee and strengthen their entire merchant ecosystem, from onboarding and compliance to ongoing support and engagement. It centralizes merchant profiles, transaction history, chargebacks, settlement data, and communication records within an integrated CRM-style system to streamline operations and improve relationship visibility. Many platforms include automated underwriting, risk scoring, and KYC/AML checks to ensure compliance, reduce fraud, and accelerate merchant approvals. The software also supports contract management, reporting, payout automation, and targeted outreach tools to enhance merchant satisfaction and retention. Overall, merchant management software increases efficiency, transparency, and control while helping organizations build stronger, long-term merchant partnerships. Compare and read user reviews of the best Merchant Management software with a Free Trial currently available using the table below. This list is updated regularly.
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NMI Payments
NMI
NMI Payments is an embedded payments solution that lets SaaS platforms, Software companies and ISVs integrate, brand, and manage payment acceptance directly within their software—without becoming a PayFac or building complex infrastructure. As a full-stack processor, acquirer, and technology partner, NMI handles onboarding, compliance, and risk so you can stay focused on growth. The modular, white-label platform supports omnichannel payments, from online, mobile and in-app to in-store and unattended. Choose from full-code, low-code, or no-code integration paths and launch in weeks, not months. Built-in risk tools, flexible monetization, and customizable branding help you scale faster while keeping full control of your experience. With NMI’s developer-first tools, sandbox testing, and modern APIs, you can embed payments quickly and confidently. -
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Teamgate CRM
Teamgate
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.Starting Price: Free -
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Privvy ISO CRM
Defyne Payments
Privvy ISO CRM is a proprietary account-management portal designed for independent sales organizations, agents, resellers, and their merchants, consolidating onboarding, servicing, and full-account visibility into one platform. It enables agents to complete applications, submit service tickets, add users, and monitor merchant activity from a single login, while providing real-time transparency into metrics such as chargebacks, ACH rejections, and batch processing. With features like offer-code pricing templates, a searchable document library, and electronic disclosure submission integrated with underwriting workflows, Privvy streamlines onboarding and risk-management operations. It also supports hierarchical merchant groups for multi-location clients, robust reporting on card batches and ACH transactions, push notifications for holds or chargebacks, and embedded email integration so agents can contact merchants directly without leaving the portal.
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