Author: Ivan Szabo

IRIS CRM - NMI
Featured Article NMI Acquires IRIS CRM, Expanding Deeper in the Commerce Value-Chain

To meet increased demand for full commerce enablement solutions, NMI and IRIS CRM’s joint offerings better enable ISO, ISV, bank and fintech partners SCHAUMBURG, IL – JANUARY 18, 2022 – NMI, a leading full commerce enablement technology company, today announced it has acquired IRIS CRM, a premier merchant services CRM and comprehensive merchant management platform […]

IRIS CRM - NMI NMI Acquires IRIS CRM, Expanding Deeper in the Commerce Value-Chain
Read MoreNMI Acquires IRIS CRM, Expanding Deeper in the Commerce Value-Chain

To meet increased demand for full commerce enablement solutions, NMI and IRIS CRM’s joint offerings better enable ISO, ISV, bank and fintech partners SCHAUMBURG, IL – JANUARY 18, 2022 – NMI, a leading full commerce enablement technology company, today announced it has acquired IRIS CRM, a premier merchant services CRM and comprehensive merchant management platform […]

New Feature: Lock Lead Field Editing Permissions By Lead Status New Feature: Lock Lead Field Editing Permissions By Lead Status
Read MoreNew Feature: Lock Lead Field Editing Permissions By Lead Status

IRIS CRM is excited to announce a new feature, Lead Field Editing Permissions Based on Lead Status! Clients have long been able to segment users into user classes to restrict access to leads, merchants, and more, but this still allowed the users to make changes to a lead at any stage of the deal cycle. […]

TSYS ISO Program TSYS ISO Program – The Many Benefits of Partnering with TSYS / Global Payments
Read MoreTSYS ISO Program – The Many Benefits of Partnering with TSYS / Global Payments

TSYS is a world leader in payment processing, serving over 638 million accounts across 80 countries. In 2019 TSYS merged with Global Payments, another international leader in the payments space. Aside from great products and a stellar track record, a major factor in the company’s reach and success is its commitment to working with independent […]

Copilot and IRISCRM New Integration: CardConnect CoPilot Reporting Integration
Read MoreNew Integration: CardConnect CoPilot Reporting Integration

IRIS CRM is happy to share that we have just released a new CardConnect CoPilot reporting integration! CardConnect CoPilot is a Fiserv First Data portfolio management portal, empowering ISOs and agents to manage and track everything in their portfolio – reporting included. With the new reporting integration, Fiserv North and Omaha ISOs and agents can […]

IRIS CRM’s Support Team Leads the Way IRIS CRM’s Support Team Leads the Way for Clients
Read MoreIRIS CRM’s Support Team Leads the Way for Clients

At many organizations, client support is reactive. When problems arise, the support team will step in and help clients to find solutions. Here at IRIS CRM, we do things a bit differently. Our support team are also consultants, helping clients to strategize and get the most value out of IRIS CRM for their specific needs. […]

What are ISOs/MSPs? What are ISOs/MSPs?
Read MoreWhat are ISOs/MSPs?

ISO, MSP, VAR, MPA, EMV, POS – the payments industry has no shortage of acronyms, and keeping up can be difficult, especially for new entrants. ISO and MSP – short for independent sales organization and merchant service provider, respectively – are two of the most common acronyms both merchants and professionals within the industry come […]

Combine PDF Documents for E-Signature New Feature: Combine Multiple Documents for Streamlined E-Signature
Read MoreNew Feature: Combine Multiple Documents for Streamlined E-Signature

We’re proud to share that we have added a powerful new feature to IRIS CRM’s e-signature workflow – Combine Multiple Documents for E-Signature! ISOs and ISVs can now combine and stack multiple documents such as MPAs, POS agreements, lease agreements, and gateway agreements on the fly when sending documents for merchants to e-sign. In the […]

Charles Bishota IRIS CRM Announces Charles Bishota, Payments Attorney as New Strategic Advisor
Read MoreIRIS CRM Announces Charles Bishota, Payments Attorney as New Strategic Advisor

Charles Bishota joins IRIS CRM as a Strategic Advisor, bringing his many years of valuable payments experience with Chase Paymentech, First Data, and now as founder of his own practice, Bishota Law, PLLC. to assist IRIS CRM’s product strategy, service, and overall growth. Brooklyn, New York – Today, IRIS CRM welcomes Charles Bishota, Payments Attorney […]

Terminal Numbers Added to Reporting New Enhancement: Terminal Numbers Added to IRIS CRM Reporting
Read MoreNew Enhancement: Terminal Numbers Added to IRIS CRM Reporting

We are very happy to announce that terminal numbers have been added to IRIS CRM reporting! Merchants and ISOs can now see and reconcile batches and transactions attributed to a particular device right from their IRIS CRM site, when the data is available from the processor. The ability to view terminal numbers in IRIS CRM’s […]

ISO Payments What Are ISO Payments? How Independent Sales Organizations Enable the Payment Ecosystem
Read MoreWhat Are ISO Payments? How Independent Sales Organizations Enable the Payment Ecosystem

Independent sales organizations are companies that partner with payment processors or more rarely banks to resell payment services directly to merchants. The primary revenue driver for most ISOs is merchant accounts – special bank accounts that enable businesses to accept credit card payments directly. When an ISO’s merchant makes a card sale through their merchant […]

CRM Payment Processing CRM Payment Processing – The Benefits of Customer Resource Management Systems for Independent Sales Organizations
Read MoreCRM Payment Processing – The Benefits of Customer Resource Management Systems for Independent Sales Organizations

Merchant services is a rapidly growing and highly competitive industry. To stay ahead of the pack, the most successful ISOs are always looking for ways to generate new competitive advantages and grab every chunk of additional market share they can. One of the most powerful ways an ISO can get an edge on the competition […]

Merchant User Metrics New Feature: Merchant User Metrics
Read MoreNew Feature: Merchant User Metrics

We are happy to announce a new feature for IRIS CRM, Merchant User Metrics! ISOs can now see which merchant users are interacting with their merchant portal at a glance and provide access to new users via a simplified one-click invite process. IRIS CRM’s Merchant Portal is a huge value-add, enabling ISOs to provide their […]

New Enhancement: Download All Button Added To Increase File Management Efficiency New Enhancement: Download All Button Added To Increase File Management Efficiency
Read MoreNew Enhancement: Download All Button Added To Increase File Management Efficiency

We’re happy to share a new enhancement for IRIS CRM’s Attachments page for each lead, adding a Download All Button to increase file management efficiency for all clients! IRIS CRM clients can now download multiple or all of the files attached to a lead at once instead of having to select and download each file […]

IRIS CRM Innovates with Integrations IRIS CRM Innovates with Integrations
Read MoreIRIS CRM Innovates with Integrations

The payment processing industry has changed a lot over the past few years. There are still the industry standards, the big guys who have been around for years. But with the rise in advanced payments technology, many smaller players have entered the space seeking to disrupt the bigger players and grab a slice of the […]

New Enhancement: Capture Attachments During the E-Signature Process New Enhancement: Capture Attachments During the E-Signature Process
Read MoreNew Enhancement: Capture Attachments During the E-Signature Process

IRIS CRM has released a new enhancement to our e-signature feature, adding the ability to Capture Attachments During the E-Signature Process which will allow ISOs and ISVs to further tailor onboarding workflows for increased efficiency. In the past, attachments required to open a merchant account would have to be submitted outside of the merchant e-signature […]

New Feature: Custom Status Colors New Feature: Custom Status Colors
Read MoreNew Feature: Custom Status Colors

We’re proud to announce an exciting new IRIS CRM feature, Custom Status Colors! You can now tailor the color of your various status states and categories to make it easier for your team to prioritize lead outreach and enhance your overall lead management process. Below, we’ve shared several use cases as well as a how-to […]

ISO vs PayFac ISO vs. PayFac: How the Two Most Common Types of Payment Intermediaries Differ
Read MoreISO vs. PayFac: How the Two Most Common Types of Payment Intermediaries Differ

Independent sales organizations (ISOs) and payment facilitators (PayFacs) both act as intermediaries between merchants and payment processors, making them parallel channels in the overall payments ecosystem. However, despite their high-level similarities, there are some major operational differences between how ISOs and PayFacs operate. These include the responsibilities they carry out, their relationships with payment processors, […]

New Feature: Merchant Dispute Responder via API New Feature: Merchant Dispute Responder via API
Read MoreNew Feature: Merchant Dispute Responder via API

We’re excited to announce IRIS CRM’s Dispute Responder is now available via API, which means IRIS CRM clients and third parties can now develop their own merchant dispute management tools using the data in their IRIS CRM site. Dispute Responder has long been empowering Fiserv First Data ISOs and merchants, through the merchant portal, to manage […]

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