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. […]

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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 […]

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New Enhancement: Residuals Group View

Your favorite Merchant Services CRM has just received a new enhancement—the ability to filter residuals reports by user group! With the new filter, you can now easily determine the portfolio earnings for particular groups or sub-ISO’s! Here is a screenshot of the new Group filter on the Residuals Reports page: Your CRM enables you to […]

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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 […]

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TSYS TransFirst Chargeback Reporting Added

Your favorite Merchant Services CRM now comes with TSYS TransFirst chargeback reporting! You can view the new reports on the Merchant Details page under the Accounts Status, Retrievals, and Chargebacks tabs.  Here are a few screenshots of the new reports that are pulled in from TransFirst: General Information: Charge Information: Retrievals: Chargebacks:

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