IRIS CRM ISO Management & Merchant Services Blog

Combine PDF Documents for E-Signature
Featured Article New Feature: Combine Multiple Documents for Streamlined E-Signature

We’re proud to share that we have added a powerful new feature to IRIS CRM’s e-signature workflow – Combine Multiple Documents for E-Signature! ISOs and ISVs can now combine and stack multiple documents such as MPAs, POS agreements, lease agreements, and gateway agreements on the fly when sending documents for merchants to e-sign. In the […]

Charles Bishota IRIS CRM Announces Charles Bishota, Payments Attorney as New Strategic Advisor
Read More

Charles Bishota joins IRIS CRM as a Strategic Advisor, bringing his many years of valuable payments experience with Chase Paymentech, First Data, and now as founder of his own practice, Bishota Law, PLLC. to assist IRIS CRM’s product strategy, service, and overall growth. Brooklyn, New York – Today, IRIS CRM welcomes Charles Bishota, Payments Attorney […]

Terminal Numbers Added to Reporting New Enhancement: Terminal Numbers Added to IRIS CRM Reporting
Read More

We are very happy to announce that terminal numbers have been added to IRIS CRM reporting! Merchants and ISOs can now see and reconcile batches and transactions attributed to a particular device right from their IRIS CRM site, when the data is available from the processor. The ability to view terminal numbers in IRIS CRM’s […]

ISO Payments What Are ISO Payments? How Independent Sales Organizations Enable the Payment Ecosystem
Read More

Independent sales organizations are companies that partner with payment processors or more rarely banks to resell payment services directly to merchants. The primary revenue driver for most ISOs is merchant accounts – special bank accounts that enable businesses to accept credit card payments directly. When an ISO’s merchant makes a card sale through their merchant […]

CRM Payment Processing CRM Payment Processing – The Benefits of Customer Resource Management Systems for Independent Sales Organizations
Read More

Merchant services is a rapidly growing and highly competitive industry. To stay ahead of the pack, the most successful ISOs are always looking for ways to generate new competitive advantages and grab every chunk of additional market share they can. One of the most powerful ways an ISO can get an edge on the competition […]

Merchant User Metrics New Feature: Merchant User Metrics
Read More

We are happy to announce a new feature for IRIS CRM, Merchant User Metrics! ISOs can now see which merchant users are interacting with their merchant portal at a glance and provide access to new users via a simplified one-click invite process. IRIS CRM’s Merchant Portal is a huge value-add, enabling ISOs to provide their […]

New Enhancement: Download All Button Added To Increase File Management Efficiency New Enhancement: Download All Button Added To Increase File Management Efficiency
Read More

We’re happy to share a new enhancement for IRIS CRM’s Attachments page for each lead, adding a Download All Button to increase file management efficiency for all clients! IRIS CRM clients can now download multiple or all of the files attached to a lead at once instead of having to select and download each file […]

IRIS CRM Innovates with Integrations IRIS CRM Innovates with Integrations
Read More

The payment processing industry has changed a lot over the past few years. There are still the industry standards, the big guys who have been around for years. But with the rise in advanced payments technology, many smaller players have entered the space seeking to disrupt the bigger players and grab a slice of the […]

New Feature: Lock Lead Field Editing Permissions By Lead Status New Feature: Lock Lead Field Editing Permissions By Lead Status
Read More

IRIS CRM is excited to announce a new feature, Lead Field Editing Permissions Based on Lead Status! Clients have long been able to segment users into user classes to restrict access to leads, merchants, and more, but this still allowed the users to make changes to a lead at any stage of the deal cycle. […]

New Enhancement: Capture Attachments During the E-Signature Process New Enhancement: Capture Attachments During the E-Signature Process
Read More

IRIS CRM has released a new enhancement to our e-signature feature, adding the ability to Capture Attachments During the E-Signature Process which will allow ISOs and ISVs to further tailor onboarding workflows for increased efficiency. In the past, attachments required to open a merchant account would have to be submitted outside of the merchant e-signature […]

New Feature: Custom Status Colors New Feature: Custom Status Colors
Read More

We’re proud to announce an exciting new IRIS CRM feature, Custom Status Colors! You can now tailor the color of your various status states and categories to make it easier for your team to prioritize lead outreach and enhance your overall lead management process. Below, we’ve shared several use cases as well as a how-to […]

ISO vs PayFac ISO vs. PayFac: How the Two Most Common Types of Payment Intermediaries Differ
Read More

Independent sales organizations (ISOs) and payment facilitators (PayFacs) both act as intermediaries between merchants and payment processors, making them parallel channels in the overall payments ecosystem. However, despite their high-level similarities, there are some major operational differences between how ISOs and PayFacs operate. These include the responsibilities they carry out, their relationships with payment processors, […]

New Feature: Merchant Dispute Responder via API New Feature: Merchant Dispute Responder via API
Read More

We’re excited to announce IRIS CRM’s Dispute Responder is now available via API, which means IRIS CRM clients and third parties can now develop their own merchant dispute management tools using the data in their IRIS CRM site. Dispute Responder has long been empowering Fiserv First Data ISOs and merchants, through the merchant portal, to manage […]

Merchant Residual Portfolio Value – What Determines How Much an Entire Portfolio is Worth? Merchant Residual Portfolio Value – What Determines How Much an Entire Portfolio is Worth?
Read More

No matter how much an ISO owner or independent agent loves the payment processing game, eventually, the time will come to exit. There are a variety of options for transitioning out of a business, and in the world of ISOs, one of the most popular and most lucrative is to sell an entire residual portfolio […]

What is a Payfac? What is a PayFac?
Read More

A payment facilitator (PayFac) is a type of merchant services company that provides business owners with a way to accept electronic payments, both online and in-store. PayFacs provide a similar service to standard merchant accounts, but with a few important differences. Most important among those differences, PayFacs don’t issue each merchant their own individual account. […]

New Feature: Vantiv iQ Automated Residuals Importing and Calculations New Feature: Vantiv iQ Automated Residuals Importing and Calculations
Read More

IRIS CRM has released a new feature for ISOs and ISVs using Worldpay from FIS, Vantiv iQ Automated Residuals Importing and Calculations! Vantiv iQ residuals reports can now be automatically imported to IRIS CRM, which means your team no longer needs to spend time downloading reports directly from Vantiv iQ and uploading them to IRIS CRM every […]

Copy Attachments New Enhancement: Copy Attachments and Notes When Duplicating a Lead
Read More

IRIS CRM is happy to announce that users can now copy attachments and notes when duplicating a lead! Duplicating leads when setting up additional merchant locations is now easier than ever. Keep reading to learn how your sales team is able to save even more time behind the scenes. With IRIS CRM, you can add […]

TSYS Terminal Management - Close TSYS Terminals New Enhancement: Terminal Management & Deactivation For TSYS Wholesale ISOs
Read More

We’re very happy to announce a new enhancement to IRIS CRM’s TSYS Wholesale integration, which enables TSYS Wholesale ISOs to close TSYS equipment terminals directly in IRIS CRM! IRIS CRM’s TSYS Wholesale integration comes with the ability to add and manage TSYS equipment and VARs on demand. Now, TSYS Wholesale ISOs can also close TSYS […]

Email Deliverability Metrics New Feature: Email Deliverability Metrics
Read More

We are excited to announce another powerful tool to help ISOs improved email performance and drive business growth: Email Deliverability Metrics! To optimize your ISO for growth, you need to understand the performance of your sales emails. Without data on how your outgoing emails are being viewed and interacted with, your sales team is losing out […]

Schedule Demo