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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
TRANSACT CONNECT 2020 – Webinar Replay
IRIS CRM participated as an exhibitor & co-sponsor at the TRANSACT Connect conference. The event was a first-of-its-kind and it came at an extremely critical time for the industry – a time when selling online has never been more important. During the event, IRIS CRM explained, how to use our Zapier Integration to help you sell […]
TurboApp Merchant Boarding – How IRIS CRM’s Revolutionary Boarding Tool Can Benefit Your ISO
Merchant onboarding is one of the key functions your ISO’s team handles. Once an agent has recruited a new merchant and closed the deal with a signed MPA, it’s the boarding process that facilitates getting that merchant to a point where they’re actually processing transactions and, most importantly, earning your ISO residuals! That means handling […]
IRIS CRM Help ISOs Improve Their Operational Efficiency
Inefficiencies drive up costs in all industries, and the cost is the mortal enemy of profit. In the payment processing industry, eliminating inefficiencies can both reduce costs and help to maximize an ISOs residual portfolio, and IRIS CRM – the payments industry’s leading customer resource management tool – has been designed specifically to help with […]
What to Look for in a Merchant Services Calling Center Platform
There is no shortage of calling to be done in the merchant services industry, and whether it’s outbound sales calls being made by your team of agents, or inbound support calls coming in from your client merchants, your ISO stands to benefit greatly from anything that streamlines and enhances the process. As a result, many […]