IRIS CRM ISO Management & Merchant Services Blog

IRIS CRM is Now Integrated with NMI for Gateway Merchant Onboarding
Featured Article New Integration: IRIS CRM Releases Direct Boarding To NMI Gateway

We’re excited to announce the release of IRIS CRM’s NMI Gateway Boarding Integration! NMI is a leading unified commerce enablement platform that enables ISOs to add additional value for their merchants and serves as a private label payment gateway that provides many additional cutting-edge features to create new revenue. The latest capability of boarding merchants […]

Work Smarter, Not Harder How IRIS CRM Will Change the Way Your ISO Works Work Smarter, Not Harder: How IRIS CRM Will Change the Way Your ISO Works
Read More

Hard work is a crucial ingredient for success in all industries, especially during the early phases when a business is just getting off the ground. But the companies that not only survive startup, but go on to thrive, grow, and dominate their industries are often the ones that find a way to quickly replace pure […]

Is an Unregistered ISO the Right Structure for Your Merchant Acquisition Business Is an Unregistered ISO the Right Structure for Your Merchant Acquisition Business?
Read More

To register or to remain unregistered? That’s a decision every independent agent will be faced with at some point in their career, and it’s one with big implications, both for short-term operations, and the long-term prospects for everything from marketing to company structure to growth, and beyond. The million-dollar question is, “is it worth it?” […]

New Feature: Set Default Helpdesk Ticket Priorities New Feature: Set Default Helpdesk Ticket Priorities
Read More

We’re proud to share an exciting new feature for your favorite Merchant Services CRM – the ability to set default ticket priorities! One of the most important things for ISOs is the ability to quickly respond to merchants when they are in need of assistance. By providing timely service and solutions, merchants are far more […]

New Feature: Automatic Lead Status Update After E-Sign New Feature: Automatic Lead Status Update After Electronic Signature
Read More

We’re proud to announce an exciting new feature for your favorite Merchant Services CRM. Now ISOs can set their leads to automatically update to a Signed Lead Status of choice after the lead e-signs and submits an application. Manually updating lead data in your CRM takes up your administrative team’s time and attention. IRIS CRM […]

Announcing 3 Exciting New Features for the IRIS CRM Mobile App IRIS CRM Q4 Mobile Application Enhancements and Easy Download Link
Read More

We’re excited to announce the addition of several new features for IRIS CRM’s mobile app!  IRIS CRM’s recently updated mobile app is a powerful on-the-go solution for ISO administrators, sales agents, and merchants.  Sales agents are often on the move, so it’s important that they are able to access and update key information from the […]

Independent Sales Organization 101 – A Basic Primer on ISOs Independent Sales Organization 101 – A Basic Primer on ISOs
Read More

According to McKinsey’s 2020 Global Payments Report, cash use is way down in the wake of COVID-19, and consumer demand for electronic payment options is driving a huge surge in demand for merchant services among SMEs. On the front lines of that explosion in demand are the independent sales organizations – or ISOs – that […]

Merchant Boarding What is Merchant Boarding? An Overview of the Onboarding Process and How to Make it Better
Read More

Getting as many new, high-quality merchants boarded as quickly as possible is a key growth metric for payments companies. Independent agents, independent sales organizations (ISOs), and payment facilitators alike are focused on a mission to sign up as many merchants as possible to generate processing volume in their portfolios. Many of the would-be merchants are […]

What Is an ISO’s Role in Credit Card Processing? What Is an ISO’s Role in Credit Card Processing?
Read More

The payments industry is fairly complex, and even experienced merchants with years of experience in the game often don’t understand the inner workings of how a payment gets from a customer’s card to their bank account, or what each player in the process contributes to the whole. Independent sales organizations (ISOs) are particularly poorly understood, […]

What is the Process Involved in Becoming a Registered ISO? What is the Process Involved in Becoming a Registered ISO?
Read More

Merchant services is a lucrative and fast-growing industry that attracts a large number of hungry entrepreneurs every year. But before a new independent sales organization can jump into the deep end and begin signing up merchants, they need to make a key decision – whether to operate as a registered or unregistered ISO. Effectively, the […]

Effective Merchant Onboarding – Three Key Areas of Focus for Improved Boarding Effective Merchant Onboarding – Three Key Areas of Focus for Improved Boarding
Read More

Onboarding new merchants is one of the most important tasks your ISO’s team handles on a day-to-day basis. The ability to board merchants both efficiently and effectively ensures that your ISO can grow quickly without worrying about bottlenecks or breakdowns in the process. But that’s easier said than done because boarding in the traditional way […]

IRIS CRM and TSYS – A Powerful Integration What Exactly Does TSYS Do and How Can IRIS CRM Help?
Read More

TSYS offers an enormous range of services, so much so that it isn’t uncommon for merchants and even staff at ISOs to be unfamiliar with how they actually function as a part of the payments ecosystem.  While TSYS offers services covering everything from payment hardware to risk and compliance to prepaid debit cards and more, […]

Traditional Dispute Management is Tedious and Slow, But IRIS CRM is Here to Help Traditional Dispute Management is Tedious and Slow, But IRIS CRM is Here to Help
Read More

Chargebacks and retrievals are part of doing business, and no merchant can avoid them in the long term. But, while the card issuers require merchants to submit a thorough and timely defense, the dispute response process is not designed to be merchant-friendly. It isn’t designed to work against merchants either, but the unfortunate reality is […]

Invoices Widget New Feature: Invoices Widget
Read More

We have just added a new feature to your favorite Merchant Services CRM—the Invoice Widget! The Invoice Widget provides you with an easy way to view the status of invoices you send to your clients. Below is an example of an Invoice Widget shown on the Home Page tab. The widget shows the totals for […]

IRIS CRM Announces Payment Industry Legend O.B. Rawls as New Strategic Advisor IRIS CRM Announces Payments Executive O.B. Rawls as New Strategic Advisor
Read More

O.B. Rawls lends his 30 years of experience in payments and merchant services, including senior executive roles with First Data, iPayment, and Paysafe, to help guide the future of IRIS CRM’s growth, product development, and service delivery to ISOs across North America. Brooklyn, New York – IRIS CRM is pleased to announce that O.B. Rawls, […]

ISO Management Solutions – How CRM Software Impacts Managers ISO Management Solutions – How CRM Software Impacts Managers
Read More

Whatever level of management you’re in, your job is to lead those who work under you, to steer their success, and to provide them with the tools and the guidance they need to do their jobs as well as they can. Unfortunately, that’s often easier said than done, and it’s incredibly easy to fall into […]

Merchant Services CRM Merchant Services CRM – What to Look For When Shopping for a New Customer Resource Management Platform
Read More

Adopting customer resource management software is one of the simplest and most affordable ways independent sales organizations can enhance their merchant acquisition, improve service delivery, and grow residuals. But not all CRMs are created equal, so when shopping for a new system for your ISO, it’s crucial to look for one that offers a wide […]

New Enhancements: Update & Copy TSYS Equipment New Enhancements: Update & Copy TSYS Equipment
Read More

We have just added the ability to Update and Copy Equipment for TSYS merchants to your favorite Merchant Services CRM. The latest enhancements come on the heels of a recently released feature that enables TSYS Wholesale ISOs to manage TSYS equipment and VARs. Now in addition to the ability to view and add new equipment, we’ve […]

Online Prospecting and Visitor Tracking with IRIS CRM Online Prospecting and Visitor Tracking with IRIS CRM
Read More

Good lead management is all about using the data available to you to properly categorize leads and ensure each is either constantly moving forward towards a sale, being maintained long-term, or, in the case of unqualified leads, moved aside so your team can focus on hotter prospects.  Each additional piece of data you can collect […]

Schedule Demo