New Enhancement: Set Column Visibility In Residuals Reports

As an ISO, you know that residual income reporting is a complicated and time-consuming process. Building such reports without the right tools can quickly turn into a nightmarish scenario, wasting your valuable time and resources.   With the right tools though, the residuals reporting process can be streamlined and almost completely automated, giving you more time to focus […]

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New Integration: First American Payment Systems

We are excited to announce that IRIS CRM has completed its integration of First American Payment Systems (FAPS) reporting!!   With the new integration, FAPS ISOs are now able to view monthly merchant information, daily batches, and deposit exceptions right inside the Merchant Services CRM.   Below are a few highlights of the new integration.   […]

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New Feature: Deliver E-Signature Agreements To Multiple Signers!

We are excited to bring you an important new update—the ability to add multiple signers to your E-Signature agreements!   E-Signature is a digital file attached to a contract and is used as the legal equivalent of a written signature.   With E-Signature technology you can: Automate your workflows related to document preparation and management Eliminate […]

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New Feature: First Data North Boarding Integration!

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

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New Feature: Email Or Delete Multiple Files Quickly

Your Merchant Services CRM just got a new enhancement—the ability to email or delete multiple lead files!   Our latest development improvement resolves what were previously bottlenecks by providing an easy way for clients to select multiple files on the lead and then email or delete those files. Additionally, the ability to delete files has also […]

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New Feature: Accept Payment From Clients By Credit Card & ACH Through Your CRM

Accepting Credit Card and ACH Payments from your clients just got way easier!!   You’ll no longer need to leave your CRM in order to process a transaction in a third-party system, and then come back to the CRM to make a note of it. Instead, you can now charge your clients right from the […]

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New Enhancement: Residuals Report Visibility Permissions

Your favorite Merchant Services CRM has just been updated with an important new feature—the Residuals Report Visibility Permissions!   Our latest residual reporting update enables ISOs to have greater control over their residuals report visibility by setting up access permissions! The permissions can be enabled for groups, user classes, and users to enable or disable visibility on a […]

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Feature Update: CRM Calendar Revamp

We are excited to announce that your favorite Merchant Services CRM has just been updated with a new Calendar UI! The update is a part of a wider project to modernize the CRM interface, which will be carried out in several phases. The Calendar UI now has a fresh and modern look and is easier to use.   […]

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New Enhancements: Expire Splits & Net Payout Settings For Residual Calculations

As a business in the payment industry, having access to accurate and flexible residuals reporting is an absolute must-have to be successful.   IRIS CRM is are aware of the importance of efficient residuals reporting, which is why we continue to heavily invest in residual reporting enhancements.   As the newest additions to our powerful residual […]

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New Enhancements: Status Triggers

IRIS CRM is pleased to announce the rollout of two important Status Trigger enhancement features to your favorite Merchant Services CRM!   The first enhancement is the new ability for sending out status trigger emails automatically from a selected user (in addition to the existing “custom sender email” option). The second enhancement is the ability to […]

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New Feature: Delete & Restore CRM Leads

Your favorite Merchant Services CRM lead has just been updated with two new features — a quick delete option, and an improved lead restore functionality!   The new changes make it easier to manage dead leads and provide you with ample time to restore a lead in case it starts showing new signs of life! 🙂   Previously, a […]

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New Feature: Open API – Leads

Following the recent release of the Merchant API that we announced here, your favorite Merchant Services CRM now also features a Lead API!!   With the Lead API you now have the ability to pull and update IRIS CRM lead data by making simple REST calls!   This in turn opens the doors to endless possibilities for […]

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New Feature: Fundomate Merchant Funding Integration!

Get ready to earn thousands in monthly commissions from our new funding integration with Fundomate!!!   We are super excited to bring you our latest offering — Fundomate Merchant Funding Integration! 🙂 Help your merchants grow their business by enabling them to access up to $500K in funding from Fundomate without leaving your CRM portal! Our Fundomate integration […]

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New Dialer Enhancements: Call Waiting, Missed Call Reporting & Call Queues

We just added several new enhancements to the IRIS CRM Dialer!!   These enhancements include improved notifications of missed calls, call waiting and improved Dialer Metrics reporting.   Your agents will now find it even easier to manage their calls while making sure that no missed calls go unreturned. You can also keep track of […]

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New Feature: Tech Hub

We are pleased to announce that Tech Hub — a central place where ISOs can come together to chat and share ideas, insights, and other industry-specific information — is now available in your favorite Merchant Services CRM!   By engaging with fellow ISOs, valuable information and best practices may be shared which are mutually beneficial and can lead […]

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New Feature: Outlook Integration!

Our Outlook Integration is now here!   ISOs who use Outlook as their primary email client can now enjoy added flexibility when working with leads or while managing helpdesk tickets!   The new integration comes in the footsteps of the Outlook for Office 365 Calendar Integration that we had announced a while ago here.   Between the two […]

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New Enhancement: Same Day Funding With WorldPay – FastAccess Funding

Your favorite Merchant Services CRM has just received a new enhancement — merchants can now be boarded with the ability to receive same day funding when boarding using the FastAccess Funding option via the Vantiv TurboApp!   FastAccess Funding is a new solution from Vantiv (now WorldPay) that provides daily funding for merchant settlement. The solution replaces a […]

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New Enhancements: Visitor Tracking & Post Tokens

We’re back with more updates!!   As we recently announced here, your favorite Merchant Services CRM now enables you to be notified when your leads visit your website.   Building further on this functionality, we’ve now linked it to our POST Token feature, enabling you to collect information on your lead’s past website activity — […]

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Dialer Enhancement: Whisper & Barge In

Are you a sales rep whisperer?   Do you like to help your reps close that deal faster while they’re on the phone with their prospect?   If your answer is in the affirmative, then read on!   We are excited to share a new enhancement that has just been added to the IRIS CRM […]

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Send Agent Residual Payments Through IRIS CRM With Paya (Sage EFT)

Did you know that you can make residual payments to your users right from the Residuals page in IRIS CRM?   All you need to do is enable the Paya ACH (formerly Sage EFT) integration in a few easy steps and voilà — you can now send payouts to your agents in just a few clicks!   Details […]

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New Enhancements: Merchant Profitability & Residual Reporting

We have just added two important enhancements to your favorite Merchant Services CRM!   The new enhancements enable your support team and sales teams to view a more accurate profitability report and to view the payout information based on each user’s role and access level.   Let’s check it out!   Line Items & Profitability Reporting   […]

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New Feature: Merchant API

We have just added a major new feature in your favorite Merchant Services CRM — the Merchant API!!   Move your game to a whole new level by integrating your in-house or third-party applications with IRIS CRM!   The Merchant API provides numerous functions to access or to update your merchants’ information using simple REST […]

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New Feature: Visitor Tracking

We are excited to announce the addition of a cool new feature to your favorite Merchant Services CRM – Real-Time Visitor Tracking!   Get notified when your leads visit your website and see which pages they’re viewing in real time!   Reach out to your leads proactively at the best moment —while they are exploring your […]

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New Feature: CRM Email Validation

Your favorite Merchant Services CRM has just been updated with a new feature — the automated CRM email validation!   You can now make sure that your emails are sent out to valid email addresses and greatly improve your email delivery rates!   There are several places in IRIS CRM where you can perform the […]

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New Feature: PDF And Image File Previews In Browser

Your favorite Merchant Services CRM now comes with PDF and Image File Preview capability!   Preview your PDF files and images right in your browser, without having to download the files and then open them in a different application!   The new feature will save tons of time to users who work with a large number of […]

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New Enhancements: Merchant Portfolio Activity Monitoring

We have just added several enhancements to the IRIS CRM Portfolio Activity page!   The ability to monitor your portfolio’s activity is an important asset which helps ensure that new merchants are being set up quickly and that your portfolio continues to grow.   With the new batch of updates, we’ve added the ability to show the […]

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New Feature: Email Preview Text With Preheaders

Your favorite Merchant Services CRM now supports Email Preview Text with Preheaders!   An email preview text is a short summary text which follows the subject line when an email is viewed in the inbox. If you do not add a preview text to your email, then the recipient’s mailbox will show the first line of your […]

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IRIS CRM Has Moved To An Unlimited User Model!

In an unprecedented move for the CRM space, we will no longer be charging customers per person licenses! Our team has extensive knowledge of the credit card processing landscape and we know that our customers deal with agent churn and inactive users very frequently. With that in mind, we wanted to make an impactful change that would benefit […]

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New Feature: SMS Forwarding

IRIS CRM now supports SMS forwarding!   Have your lead’s SMS messages forwarded to your mobile automatically and make sure you never miss a step!   You no longer need to log into IRIS CRM in order to view or respond to SMS messages. Instead, simply enable SMS forwarding in your User Settings and IRIS […]

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New Feature: CRM Email Metrics

We are excited to announce a new addition to your favorite Merchant Services CRM — the CRM Email Metrics!   With the new feature, you will now be able to get detailed insights into your users’ email activity and email delivery rates.   Take full control over your email strategies by checking on email campaigns and measuring […]

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New Enhancement: Adding Images In CRM Email Templates

After the winter break, we’re back with more new updates!   We have just improved the way in which images are added to CRM email templates, by adding the ability to paste or drag & drop images right into the template’s HTML editor!   You no longer have to spend time looking for a file […]

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New Enhancement: CRM Speech Commands

Your favorite Merchant Services CRM now supports Speech Commands!!   You can now open a specific IRIS CRM page, create a new task, add a lead note, and perform a bunch of other actions by simply speaking commands into your microphone.   IRIS CRM already comes with a speech-to-text functionality, as announced in our previous CRM […]

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New Enhancement: TSYS Real-Time Merchant Maintenance

We are pleased to announce a new feature in your favorite Merchant Services CRM — the TSYS Merchant Real-Time Maintenance!   You can now update your merchant’s TSYS account information in real-time without ever leaving IRIS CRM!   Here’s the lowdown.   Updating Merchant Data From The Merchant Details Page   To update your merchant’s information go […]

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New Feature: Gmail Integration!

The all-new IRIS CRM Gmail Integration is now here!   Connect your Gmail account to IRIS CRM in a few easy steps to begin sending and receiving emails right away!   All inbound and outbound emails will appear in IRIS CRM as new Lead Notes, including all email attachments and inline images.   Additionally, IRIS CRM is […]

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UI Redesign – Part I

Your favorite Merchant Services CRM just got a newly redesigned Administration page!   The redesign is a part of a larger initiative to refresh the IRIS CRM user interface and make it more sleek, modern, and easier to use.   Redesigning the Administration page was the phase one of this initiative. Phase two will be […]

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New Enhancement: CRM Field Change History

IRIS CRM now provides you with the ability to track the CRM Field Change History!   Add more clarity to your sales processes and resolve potential issues faster by seeing exactly who changed what fields and when!   Here is the lowdown.   Viewing the Field Change History   In order to view the changes made […]

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CRM Chat Moderation and Desktop Notifications

We have added two important improvements to the IRIS CRM Live Chat Integration!   Administrators now have the ability to ban users from a public chat room if they violate a chat policy, and also the ability to delete messages.   Additionally, incoming chat notifications will now pop up on your desktop even if you are not looking at an active […]

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New Enhancement: Important CRM Note Tagging

As promised, we’re back with more updates! This time we’ve improved the CRM notes functionality by adding the important CRM note tagging feature.   During a sales cycle, users typically create a large number of notes.  Additionally, the system itself generates different types of notes such as event notes, status notes, and others.   Between all such notes, […]

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New Enhancement: CRM Chat Permissions

We have just released the ability to configure CRM Chat Permissions!   The IRIS CRM chat feature is one of several communication tools that provide your team with a seamless communication capability, both with internal users and with your merchants.   With the new update, you can now fine-tune the chat permissions according to your needs. The chat permissions […]

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New Feature: A Calendar Text Box That Understands Language!

We are super excited to announce a new addition to your favorite Merchant Services CRM — a calendar text box that understands language! You can now set or reschedule lead events, helpdesk tasks, and calendar events by using language like “next Monday”. This will it make it easier and faster to set tasks but you can […]

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New Feature: CRM Speech Recognition

We have just introduced a super-cool new feature in IRIS CRM—the CRM Speech Recognition!   Put on your headset and watch the words you speak appear on your screen immediately—courtesy of the state-of-the-art speech recognition API!   The speech-to-text feature is only supported by Chrome and Android browsers. For an updated list of supported browsers please visit: […]

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New Enhancement: CRM Email Templates Auto Edit Mode

We have just introduced a new Auto Edit Mode option in the email template management!   With this option, the CRM email templates can now be opened automatically in edit-mode using the Quick Email button.   In this way, the users are now able to make edits in the email quicker, without having to make […]

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New Feature: IRIS CRM Live Chat Integration!

We are super excited to announce the availability of IRIS Chat on your favorite Merchant Services CRM!   Your team members can now chat, instantly share files and images, and create group chat rooms.   The new CRM live chat integration will provide an instant boost to the way your team communicates. You’ll no longer need […]

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New Feature: CRM Lead Notes Filter

Your Merchant Services CRM has just gotten a cool new feature — the CRM Lead Notes Filter!   Using the Note Filter you can now automatically show only the notes that belong to one or more Note categories that you select.  Save time to search for a specific note by simply selecting the category the note is in! […]

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New Feature: First Data Global Download System (GDS) Integration

We are pleased to announce that availability of the new First Data Global Download System (GDS) Integration! The new integration enables First Data Merchants to create terminal files using GDS.   Creating the terminal files is as simple as creating a new “File Build” ticket in the IRIS CRM Helpdesk, selecting the build options, and […]

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New Feature: Edit CRM Lead Notes

We have just added a new important feature in your Merchant Services CRM — the ability to Edit CRM Lead Notes!   You can now update existing notes by adding/deleting text or images and you can also notify selected users about the new edits automatically. Additionally, all note edits are saved and can always be viewed in […]

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New Feature: Merchant Dispute Reporting

As promised, we’re back with more updates! This time we’ve implemented a Merchant Dispute Reporting feature, enabling IRIS CRM users to view merchant’s retrieval and chargeback information in a single unified report! The ability to view retrievals and chargebacks in a centralized report will enable users to manage and monitor their merchant activity more easily and efficiently. […]

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New Enhancement: Make Required CRM Fields

The IRIS CRM Lead form has just gotten a new addition – the ability to Make Required CRM Fields! With this enhancement, you can now ensure that leads will not be created with any missing information important to your business!   Let’s take a look at the new functionality.   Configuring a Required Field   Configuring a required […]

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New Feature: IRIS CRM & Microsoft Outlook For Office 365 Calendar Integration

We are excited to announce the release of our Microsoft Outlook For Office 365 Calendar Integration with your Merchant Services CRM! Watch your IRIS CRM Calendar tasks and appointments appear in Outlook Calendar instantly and vice versa. Your Outlook events can now automatically pull in the important Lead information from IRIS CRM, including the Lead’s contact […]

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New Enhancement – CRM Calendar Reminder Settings

IRIS CRM users are now able to manage their own CRM Calendar Reminder Settings!   Previously all reminders would pop up 15 minutes before the event due time and this was the default setting built into the system. With the new notification settings each user is now able to set their own reminder settings according to […]

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New Integration: Elavon Merchant Portfolio Reporting

We are happy to announce that IRIS CRM has completed its integration of Elavon Merchant Portfolio Reporting! With the new integration Elavon ISOs are now able to view monthly merchant information, chargebacks and daily batches with transactions right inside their Merchant Services CRM. IRIS users can see how to enable the Elavon integration on our […]

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Helpdesk Enhancement: Link Lead And Merchant Tickets

Managing your Lead and Merchant tickets in IRIS CRM has just gotten even easier! We have introduced the ability to automatically Link Lead and Merchant Tickets after you link a Lead to a Merchant account. Once the Lead is linked with a Merchant account, the Lead’s existing tickets will show up on the Merchant’s account automatically, […]

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New Feature: IRIS CRM Calendar & Google Calendar Integration

We are excited to announce our latest feature, the release of a Google Calendar Integration! With this new integration, you can now sync IRIS CRM Calendars with your Google Calendar and watch the events appear. What’s more, when you create a new appointment or task in IRIS CRM, the Lead’s important contact information will automatically […]

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New Feature: CRM Security Alerts

IRIS CRM now supports automated sending of CRM Security Alerts!   Get notified in real time about any suspicious activity on your site such as login attempts during non-office hours or from a non-office IP address, multiple failed login attempts or attempts to download large amounts of data.   As is the case with most of […]

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New Feature: CRM Sales Group Email Branding

We are pleased to announce the release of the new CRM Sales Group Email Branding feature! With this new feature, you are now able to further incorporate sub-sales group’s own branding into your IRIS CRM. Every email, system generated and user-generated, merchant facing and agent facing will be available for customization with your logo and contact […]

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New Feature: CRM SMS Metrics

We are excited to introduce a new reporting feature in IRIS CRM — the CRM SMS Metrics! With SMS Metrics you can keep on top of your team’s SMS messaging activity, find the messages or numbers you’re looking for in seconds and export your SMS usage reports to Excel or CSV files.   Here is a […]

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New Enhancement: Show Effective Rates In Proposals

  The IRIS CRM Proposal Generator just got an important addition — the ability to Show Effective Rates In Proposals! The effective rates enable both the merchant and the sales agent to understand the language together as not everyone is savvy with processing pricing terms.   With this new enhancement, the sales agents can now communicate savings to merchants […]

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New Feature: CRM Email Scheduling

Your favorite Merchant Services CRM now supports Email Scheduling!  Write your emails when it’s the most convenient and have IRIS CRM send them out at a later time automatically. Have the perfect follow up but do not want to send it just yet?  By scheduling an email to be sent out at the perfect time, […]

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Your Merchant Services CRM Updates: View Last Note & Improved Date Filter

You spoke and we listened! Your Merchant Services CRM dashboard tables now have the option to show the most recent user note in a new column!   To display the latest user notes, click on the settings icon in the top right corner of your reporting table and then select the “Last Note” option:     Tip: […]

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New Feature: View System As Another User

We are excited to announce our newest addition to IRIS CRM — the View System As Another User functionality! The “View As” feature now provides you with the ability to view the IRIS CRM system in exactly the same way as it appears to a particular user or a user class. Viewing the system from a different user’s […]

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New Feature: Save & Play Media in IRIS CRM

By some estimates, 74% of all Internet traffic in 2017 will be video. The use of online video will only continue to grow, even in the business environment.  Getting your message across by using video content provides distinct advantages to your business over other types of media.   For example, users are 41% more likely […]

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IRIS CRM Receives PCI Version 3.2 Certification

IRIS CRM is pleased to announce it has updated its PCI certification to version 3.2. Integrated Reporting is Simple (IRIS CRM) is pleased to announce that they are now PCI version 3.2 compliant as a Level 1 Service Provider. The PCI Compliance is the highest level of security in the electronic payments industry, and businesses […]

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Your Merchant Services CRM Updates: Copy & Paste Images Into Notes

Sharing images with your team members in your favorite Merchant Services CRM has just gotten super easy! We have introduced the ability to copy and paste images right in the lead note field. Take screenshots of your scribbles, instructions, questions or anything else that you wish to share and post the images in your notes without […]

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New Enhancement: CRM Dialer Contacts Tab

We’ve been at it again. Making things smoother, faster and more efficient. This time we’ve introduced several enhancements on the IRIS CRM dialer, making it easier for you to search and manage your contacts. Here’s what’s new.   The Contacts Tab   Previously, there was a Contacts tab on the IRIS dialer which displayed a […]

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New Feature: Send And Receive SMS Messages In IRIS CRM

We are pleased to announce that you can now Send And Receive SMS Messages In IRIS CRM, right from the lead form! A business owner that you have established contact with in the past is over 70% more likely to respond to an SMS versus an email in 2017.   Need to follow up with an […]

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Your Merchant Services CRM Updates: Elasticsearch

Waiting for your search results to load in your favorite Merchant Services CRM is now a thing of the past!   We are pleased to announce the deployment of Elasticsearch, a state-of-the-art search engine with near real-time search capabilities. Elasticsearch is now a part of the Global Search functionality in IRIS CRM and it’s also […]

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Authenticity Is Your Now

How to add depth to your voice and create from a place that matters to you Authenticity is not a fixed point on a map. It’s fluid, much like your identity, and shifts over the course of your life. It’s easier to trick yourself into believing the feel-good advice that your voice comes from a sudden revelation. […]

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60% Of College Students Admit To Smartphone Addiction — Here’s One Tactic To Change That

Photo by rawpixel on Unsplash 60% Of College Students Admit To Smartphone Addiction — Here’s One Tactic To Change That “Hard choices, easy life. Easy choices, hard life” — Jerzy Gregorek I had the privilege of speaking to one of my favorite writers a few weeks ago, New York Times best selling author, Greg McKeown. Greg got in touch after he stumbled […]

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Resisting Mediocrity

“Idleness is fatal only to the mediocre.”―Albert Camus The Story The man grew up in a small and slow midwestern town. The second he was old enough to leave, he got in his car, drove away, and never looked back. He drove north and enrolled in the University of Michigan. Soon after he started, Pearl Harbor […]

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The Road to Resilience

“My barn having burned down, I can now see the moon.” ―Mizuta Masahide The Story The U.S. Marine helicopter banked sharply to the left. The aerial door gunner held on and leaned with it. The 21-year-old Sergeant was used to it by now. This was her first deployment in Afghanistan. Their team had completed their first mission […]

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Love, Marriage and Common Misconceptions About Divorce

“I have found that if you love life, life will love you back.” -Arthur Rubinstein The Story Caroline dried the tears from her eyes, careful to avoid the black and blue bruises that now adorned her cheeks like dimples. She turned away from the mirror and made her way to her children’s playroom. Pain shot through […]

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