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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