New Features: Mass Lead Actions & Email Template Improvements

We are pleased to announce the release of two important features in your favorite Merchant Services CRM!   The first feature enables users to send out Mass Email and SMS Messages to leads selected on the My Leads or the Calendar page.   The second one is an updated email template editor, which now makes it […]

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New Feature: Update Lead Status On TurboApp Status Change

We’re back with a new feature update!   Your favorite Merchant Services CRM now provides the ability to automatically update a lead’s status whenever the related TurboApp application’s status is changed.   For example, when a TurboApp application is approved, you can now move the related lead record automatically into a new status, such as […]

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New Feature: CRM Help

Getting help in your favorite Merchant Services CRM has just gotten easier!   We’re pleased to announce the release of a new feature that provides users with contextual help based on the page they’re viewing.   To bring up help resources on any page, simply click on the Help link in the dropdown below your […]

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Fiserv PASO: Enhanced Functionality

As we recently wrote in our article on Fiserv PASO Reporting, Fiserv has moved from the Legacy Residual reports to PASO (Product Reporting And Sales Compensation Overhaul) reporting.   To prepare for this important change, IRIS CRM has updated the residuals report templates of Fiserv Omaha and North ISOs in due course, so that they […]

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Merchant Account ISOs Explained – What Are They, How Do They Work, and How Do They Make Money

Independent sales organizations are companies that partner with payment processors to resell their services to merchants. ISOs act as representatives of the payment processors, acting as intermediaries and handling customer service and merchant management while the payment processors handle the actual credit card transactions. Many ISOs also employ independent agents to act on their behalf […]

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New Enhancement: Helpdesk Ticket Checklists

We have just released two new enhancements in your favorite Merchant Services CRM, enabling users to add comments in Helpdesk Checklists and to reorder the checklist items.   A Helpdesk Checklist consists of one or more tasks that need to be completed before a helpdesk ticket can be changed to a Resolved status. Each checklist […]

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New Feature: Client Invoicing

We are excited to share that your favorite Merchant Services CRM now comes with support for client invoicing! Generate one-off or repeating invoices from the lead and send them to your clients in just a couple of clicks. The clients can pay for the invoices using a credit card or ACH payment. A complete history of […]

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New Feature: TSYS ELAPP Boarding Integration

We are proud to announce that your favorite Merchant Services CRM now supports the TSYS ELAPP processing platform for merchant boarding! TSYS ISOs can now submit a merchant from their CRM site without having to log into the different processor tools and re-key the data that’s already collected.   CRM-direct onboarding will save you time, […]

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Fiserv Credit Card Processing – Is It Good for My Business?

The key to success as an independent sales organization is establishing and nurturing strong partnerships with leading payment processors to ensure that you can offer your existing merchants and prospects the best possible payment solutions to meet their needs. Fiserv, which acquired First Data in July of 2019, is one of the world leaders in […]

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