New Integration: Priority Payments MX Connect Reporting

We are pleased to announce that IRIS CRM has completed its integration of Priority Payments MX Connect Merchant Portfolio Reporting!   ISO’s can now view MX Connect merchant information, chargebacks, and daily batches with transactions right inside their Merchant Services CRM.   Enabling the new integration on your site takes only a couple of easy […]

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New Enhancement: Google Maps Integration

Entering a client’s address information has just gotten easier.   We are pleased to announce that your favorite Merchant Services CRM now integrates with Google Maps. The new integration enables you to automatically fill in the address fields by selecting matching search results returned by Google Maps.   Simply start typing the address in the […]

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Automated Fiserv North Boarding Pricing Warnings

An application for boarding new merchants to a payment processor typically consists of hundreds of fields that need to be filled in. If you’ve ever filled in such an application manually, then you know that it is a very slow and tedious process, and one highly prone to human error. IRIS CRM’s TurboApp boarding application tackles […]

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New Enhancement: Upload Lead Files To TurboApp

The TurboApp has just received a new enhancement—the ability to upload lead files in new applications. The TurboApp offers a merchant boarding platform, enabling ISOs to board merchants to most of the major processors four to seven times faster than traditional manual entry, resulting in capacity improvements of up to 500%. With today’s update, we […]

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New Feature: View Ticket Comments History

We are back with a quick update. Your favorite Merchant Services CRM now comes with the ability to show the history of the Helpdesk ticket comments.   Viewing the history of the ticket’s comments is useful when you need to retrace your steps in order to get a better understanding of what has been happening […]

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New Feature: Send Secure PDFs

We are pleased to announce that the E-Signature feature in your favorite Merchant Services CRM now comes with the ability to send the agreements as secure PDFs.   E-signature technology allows you to: automate a large portion of your workflows related to document preparation and management securely store and retrieve documents as needed from anywhere […]

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New Enhancements: Import Line Items & Select Ticket Due Dates

Your favorite Merchant Services CRM has just received two new updates—the ability to Import Residuals Line Items and Select Ticket Due Dates.   The residuals line items help ISOs to make adjustments in their residuals reports by adding income or expense line items to users or merchants. Previously, the adjustments could only be made one […]

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IRIS CRM – Now On Your Mobile Device

Your favorite Merchant Services CRM has just gone mobile!   You can now manage leads, merchants, and helpdesk tickets right from your iOS or Android devices on the go. Additionally, you can view residuals reports and make and receive calls using the CRM Power Dialer.   Download your IRIS CRM app for your iPhone or […]

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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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