IRIS CRM has added yet another reporting integration to automate your portfolio management. We are thrilled to announce that our Unified Payments reporting integration is now live! For ISOs working with Unified Payments, having reporting data populated directly to your IRIS CRM site is now possible. All you have to do is contact Unified Payments […]
IRIS CRM ISO Management & Merchant Services Blog
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Merchant Reporting Integration for Unified Payments ISOs
TurboApp is IRIS CRM’s built-in automated boarding tool, which integrates with seven top payment processors and puts blazing-fast merchant onboarding at the fingertips of even the most inexperienced ISO staff. TurboApp offers ISOs like yours a wide variety of benefits, covering everything from the speed of your onboarding process, to its accuracy and success, to […]
The IRIS CRM team had a fantastic time last week at WSAA 2021 connecting with long time industry friends and acquaintances as well as making many new connections. Speaking with other passionate payments industry professionals in-person for the first time in almost 2 years was invigorating for us and we’re excited about the many opportunities […]
New entrants into the payments industry have a lot of acronyms and contractions to sift through, and one that’s becoming more and more common is PayFac – short for payment facilitator. The PayFac model is readily gaining popularity across the industry, but merchants and industry pros alike who are more familiar with independent sales organizations […]
Accepting invoice payments outside of IRIS CRM’s integrated payment options? Track the external cash, check, credit card, and ACH payments you receive by manually marking invoices as paid in IRIS CRM. Keep your CRM up-to-date and aligned with your accounting tools with our improved invoicing & payments functionality! Easily track all key payment information including […]
There are many moving parts in the payment industry, and keeping track of everyone involved in processing a credit card transaction can be a difficult task, especially for newer merchants just getting started. Independent sales organizations, or ISOs for short, are one of the most important types of business in the industry, and it’s important […]
IRIS CRM is the payments industry’s top CRM thanks to an unparalleled set of core features that enable independent sales organizations (ISOs) to streamline their operations, work smarter, and save time and money. But a big part of what makes IRIS CRM so popular is how it connects with other top platforms in the payments […]
IRIS CRM has further enhanced the Residuals module to include Automated Residuals Calculations for Fiserv Payment Facilitators. IRIS CRM combines PayFac’s expense and revenue reports from Fiserv and automatically calculates their residuals so they don’t have to. Payment Facilitators will now conveniently see both their PayFac and ISO portfolios in one, central location within IRIS, […]
IRIS CRM is proud to recognize Viktoriya Bela who has been with IRIS CRM for over two years and the official implementation manager for the last year. Although the title is somewhat new, Viktoriya quickly became a customer onboarding specialist, beginning implementation work just a month after joining our Support team. IRIS CRM is proud […]
After several months of work and much anticipation, IRIS CRM is thrilled to announce the latest enhancement to our Dispute Responder — Support For TSYS FSP ISOs! From new and updated dispute notifications to electronic replies and response reminders, Dispute Responder now has everything TSYS FSP merchants need to win more of their disputes to retain […]
Becoming a registered ISO is a long-term goal for many independent agents that enter the payment processing game. Registered ISOs have the capability to grow and earn in ways their unregistered counterparts just can’t match, making registration extremely appealing. But what goes into the process? The following is an outline of the high-level steps you […]
IRIS CRM — the payments industry’s number one customer resource management (CRM) platform — is known for its wide set of sales and productivity features, one of which is an integrated call center that provides all the functionality of a leading power dialer while connecting with and enhancing the CRM more seamlessly than any competing […]
With the dog days of summer behind us and the end-of-summer blues setting in, IRIS CRM has 6 new product updates to lift your spirits. These new features bring subtle, yet impactful convenience so your brain doesn’t need to work harder than it should while soaking up the last of the summer sun. August’s product […]
The payments industry can be complicated, and for something that takes a matter of seconds, there are a lot of moving parts involved in processing an electronic payment. One of those parts is the independent sales organization — or ISO. ISOs are an extremely important part of the payment processing ecosystem, but while most merchants […]
After several feature requests and numerous weeks of work, IRIS CRM is thrilled to announce multiple new features for improving file management within your CRM. These improvements include: Helpdesk Files Linked to Lead Records Editing File Names and Labels Helpdesk File Permissions Helpdesk Files Linked to Lead Records Previously when a file was uploaded to […]
IRIS CRM, the payments industry’s leading CRM, is known for its constant development and innovative feature additions. The IRIS team has answered the call of ISOs once again by adding an NMI integration that seamlessly connects the CRM’s ticketing system to NMI’s merchant onboarding system. With the new NMI integration, IRIS CRM ISOs can now […]
Merchant onboarding is the process of getting a freshly recruited merchant both approved and set up for payment processing with an acquiring bank. The merchant onboarding process happens both on the ISO and processor sides and sees the merchant go through initial submission, underwriting, eventual approval or denial, and the granting of a merchant account. […]
Further building on our recently released feature Locking Lead Editing Based On Lead Status, we’re excited to announce additional lead status settings for controlling which user classes can use a status and/or see the leads within a status, allowing you to focus your team on the statuses and leads they need to work efficiently. The […]
ISOs are companies that resell merchant services on behalf of payment processors, handling merchant acquisition and ongoing service. They act as a middle layer between merchants and processors, allowing a small handful of major payment processors worldwide to interact with millions of merchants — something that would be impossible for most processors to do effectively […]