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 […]

Read more...

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 […]

Read more...

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.   […]

Read more...

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 […]

Read more...

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 […]

Read more...