IRIS CRM – Now On Your Mobile Device

Your favorite Merchant Services CRM has just gone mobile! You can now manage leads and use the CRM Power Dialer on the go, right from your iOS or Android devices.   Download your IRIS CRM app for your iPhone or Android device today using the buttons below, or simply scan the QR code with your […]

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New Features: Mass Lead Actions & Email Template Improvements

We are pleased to announce the release of two important features in your favorite Merchant Services CRM!   The first feature enables users to send out Mass Email and SMS Messages to leads selected on the My Leads or the Calendar page.   The second one is an updated email template editor, which now makes it […]

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New Feature: Update Lead Status On TurboApp Status Change

We’re back with a new feature update!   Your favorite Merchant Services CRM now provides the ability to automatically update a lead’s status whenever the related TurboApp application’s status is changed.   For example, when a TurboApp application is approved, you can now move the related lead record automatically into a new status, such as […]

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New Feature: CRM Help

Getting help in your favorite Merchant Services CRM has just gotten easier!   We’re pleased to announce the release of a new feature that provides users with contextual help based on the page they’re viewing.   To bring up help resources on any page, simply click on the Help link in the dropdown below your […]

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Fiserv PASO: Enhanced Functionality

As we recently wrote in our article on Fiserv PASO Reporting, Fiserv has moved from the Legacy Residual reports to PASO (Product Reporting And Sales Compensation Overhaul) reporting.   To prepare for this important change, IRIS CRM has updated the residuals report templates of Fiserv Omaha and North ISOs in due course, so that they […]

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New Enhancement: Helpdesk Ticket Checklists

We have just released two new enhancements in your favorite Merchant Services CRM, enabling users to add comments in Helpdesk Checklists and to reorder the checklist items.   A Helpdesk Checklist consists of one or more tasks that need to be completed before a helpdesk ticket can be changed to a Resolved status. Each checklist […]

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New Feature: Client Invoicing

We are excited to share that your favorite Merchant Services CRM now comes with support for client invoicing! Generate one-off or repeating invoices from the lead and send them to your clients in just a couple of clicks. The clients can pay for the invoices using a credit card or ACH payment. A complete history of […]

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New Feature: TSYS ELAPP Boarding Integration

We are proud to announce that your favorite Merchant Services CRM now supports the TSYS ELAPP processing platform for merchant boarding! TSYS ISOs can now submit a merchant from their CRM site without having to log into the different processor tools and re-key the data that’s already collected.   CRM-direct onboarding will save you time, […]

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New Integration: Merchant e-Solutions Portfolio Reporting

We are happy to announce that IRIS CRM has completed its integration of Merchant e-Solutions (MES) transaction reporting. MES ISOs are now able to view merchants’ deposits, batches, account status, retrievals, and chargebacks right inside the Merchant Services CRM. Below are a few highlights of the new integration.   Viewing Merchant Deposits To view the merchant’s […]

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New Enhancement: User Notification Settings

Your favorite Merchant Services CRM has received a new enhancement to the User Settings page, enabling users to exercise more control over the email and popup notifications they receive.   The email and popup notifications can now be enabled or disabled for every type of event that can occur in the CRM:     With the […]

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