IRIS CRM’s Top 100 Recent Features & Enhancements

We are excited to share our favorite list of features that our team developed over the past several last months. 1. The IRIS CRM Gmail Chrome Extension is now available for free! Perform actions such as creating leads and events, scheduling emails, and posting notes — right from within Gmail!  Visitor tracking and speech recognition are […]

Read more...

New Enhancement: Status Triggers

Your favorite Merchant Services CRM has just released a new enhancement—the ability to set Status Age Triggers by counting business days! The CRM Status Triggers allow for you to automatically execute different types of tasks whenever a lead status is changed, or when a lead remains in a status state beyond a specified period of […]

Read more...

New Enhancement: Residuals Reports Calculated Columns

We are excited to announce that the Calculated Columns feature in the CRM Residuals Reports has just received a major new enhancement! The feature enables ISOs to automatically add additional columns to a CSV or Excel file being imported into the system for residuals reporting. Up until now, adjustments to columns could only be made […]

Read more...

New Enhancement: Send Ticket Notifications To External Emails

We just added the ability to notify external emails when new Helpdesk tickets are created or updated! Up to now, you could only select existing CRM users to send Helpdesk notifications to. With the new update you can now add users who are not registered in the CRM by simply entering their email addresses in […]

Read more...

New Feature: SMS Templates

Your favorite Merchant Services CRM now comes with SMS Templates!! Enable your sales reps to quickly send text messages by using our new Manage SMS Templates functionality! Using SMS Templates will save time for your sales reps and other departments by streamlining communication with leads and clients. Creating a new SMS template takes only a few minutes. […]

Read more...

New Enhancement: First Data North Multi-Location Merchant Boarding

Boarding First Data North multi-location merchants has just gotten easier!! When you start a new First Data North TurboApp you will now see a new menu allowing you to select the number of locations: Depending on how many locations you select, the next step will show a tab for each location where you can upload […]

Read more...

New Feature: IRIS CRM Gmail Extension

The IRIS CRM Chrome Extension is now available for download in the Chrome Webstore! Click here to download The IRIS CRM Sidebar Extension. The extension enables you to perform many of your day-to-day tasks—such as creating new leads, adding lead notes, or changing the lead status—right from your Gmail inbox! The extension installs as a […]

Read more...

How Can IRIS CRM Help Your Business?

Your business is operating. Merchants appear to be happy. You’re bringing in steady revenue every month.   All of the above may be true for many companies in the payment industry. They’re keeping operations afloat with few red flags and functioning processes within each individual department. Growth is minimal but the basic needs of customers […]

Read more...

See What’s Coming In 2019

2019 is proving to be an exciting year for us at IRIS CRM. The Calculated Residuals Columns, Status Trigger Enhancements, and SMS Templates are just a few of the great new features we released during the first quarter.  The rest of the year also promises to be just as exciting, with tons of new features and […]

Read more...

A Closer Look At The IRIS Dialer

Whether you’re a team of tens or hundreds, supporting your merchant base with quality customer service is crucial to the long-term success of any business in the payment industry. It’s just as crucial, in fact, as an effective sales team.   Those in sales and customer service tend to possess many of the same qualities. […]

Read more...

Merchant Boarding Made Effortless With TurboApp

Growing your business is as much about everything that comes after a sale as it is the sale itself.   You can close deal after deal and add up the potential resulting revenue. But if you can’t make good on said deals and build a strong relationship with merchants from the start, you won’t reap […]

Read more...