IRIS CRM ISO Management & Merchant Services Blog

Merchant Reporting Integration for Unified Payments ISOs
Featured Article Merchant Reporting Integration for Unified Payments ISOs

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 […]

TSYS Partner Program -- How TSYS and Global Payments Put ISOs First TSYS Partner Program — How TSYS and Global Payments Put ISOs First
Read MoreTSYS Partner Program — How TSYS and Global Payments Put ISOs First

Payment processors provide the services that independent sales organizations (ISOs) resell to merchants, making them a core partner in the ISO business model. Likewise, without ISOs, processors would have to spend more time, money, and effort recruiting merchants than it’s worth for them, making the ISO-processor partnership a truly symbiotic relationship. But not all processors […]

Digital Merchant Onboarding Digital Merchant Onboarding — Boarding New Business with IRIS CRM and TurboApp
Read MoreDigital Merchant Onboarding — Boarding New Business with IRIS CRM and TurboApp

Onboarding new merchants to your processing partners is one of the most important tasks your ISO handles day-in and day-out. But boarding the old way — manually transferring merchant data from an MPA into a processor’s online portal line-by-line — is slow and extremely prone to human error.  IRIS CRM eliminates both of those problems […]

New Enhancement: Workflows for Start Processing and Closed Merchants New Enhancement: Workflows for Start Processing and Closed Merchants
Read MoreNew Enhancement: Workflows for Start Processing and Closed Merchants

Automating processes, big or small, is a great way to save your organization time and ensure your data is consistent and accurate. Our latest exciting feature does just that by automating the workflows for merchants that have started processing or closed! Rather than manually checking in on which merchants have started processing, then making updates […]

Volume and Avg. Ticket in Portfolio Activity for Non-Integrated Processors New Enhancement: Volume and Average Ticket in Portfolio Activity for Non-Integrated Processors
Read MoreNew Enhancement: Volume and Average Ticket in Portfolio Activity for Non-Integrated Processors

IRIS CRM’s powerful Portfolio Activity monitoring feature has now been enhanced to increase accuracy and give clients a more accurate view of retention and growth by adding the volume and average ticket for non-integrated processors. Portfolio Activity provides a quick view of how much business you anticipate to add or lose for a given time […]

Esquire Bank Document Upload Automation for ISOs New Integration: Esquire Bank Document Upload Automation for ISOs
Read MoreNew Integration: Esquire Bank Document Upload Automation for ISOs

IRIS CRM is very proud to announce a new integration to accelerate the merchant boarding process, Esquire Bank Document Upload Automation for ISOs! Many ISOs submit compliance documents to Esquire Bank as part of their TSYS onboarding process. In the past, administrators needed to download the necessary data for the batch of merchants they were […]

Top 10 IRIS CRM Integrations Top 10: IRIS CRM Integrations
Read MoreTop 10: IRIS CRM Integrations

Customer resource management (CRM) tools are all about saving time by letting users do more throughout the day from a single, centralized point of control. With that in mind, IRIS CRM has been developed with built-in integrations with many of the most important third-party service providers that ISOs interact with daily. Those integrations enable IRIS […]

How to Become a Registered ISO How to Become a Registered ISO
Read MoreHow to Become a Registered ISO

Independent sales organizations all perform effectively the same major functions, but that doesn’t mean they’re all alike! There are two main categories that define ISOs – registered and unregistered – and the category a business falls into has a huge impact on both how they operate and how much they can earn in monthly residuals. […]

TSYS ISO Program TSYS ISO Program – The Many Benefits of Partnering with TSYS / Global Payments
Read MoreTSYS ISO Program – The Many Benefits of Partnering with TSYS / Global Payments

TSYS is a world leader in payment processing, serving over 638 million accounts across 80 countries. In 2019 TSYS merged with Global Payments, another international leader in the payments space. Aside from great products and a stellar track record, a major factor in the company’s reach and success is its commitment to working with independent […]

Copilot and IRISCRM New Integration: CardConnect CoPilot Reporting Integration
Read MoreNew Integration: CardConnect CoPilot Reporting Integration

IRIS CRM is happy to share that we have just released a new CardConnect CoPilot reporting integration! CardConnect CoPilot is a Fiserv First Data portfolio management portal, empowering ISOs and agents to manage and track everything in their portfolio – reporting included. With the new reporting integration, Fiserv North and Omaha ISOs and agents can […]

IRIS CRM’s Support Team Leads the Way IRIS CRM’s Support Team Leads the Way for Clients
Read MoreIRIS CRM’s Support Team Leads the Way for Clients

At many organizations, client support is reactive. When problems arise, the support team will step in and help clients to find solutions. Here at IRIS CRM, we do things a bit differently. Our support team are also consultants, helping clients to strategize and get the most value out of IRIS CRM for their specific needs. […]

What are ISOs/MSPs? What are ISOs/MSPs?
Read MoreWhat are ISOs/MSPs?

ISO, MSP, VAR, MPA, EMV, POS – the payments industry has no shortage of acronyms, and keeping up can be difficult, especially for new entrants. ISO and MSP – short for independent sales organization and merchant service provider, respectively – are two of the most common acronyms both merchants and professionals within the industry come […]

Combine PDF Documents for E-Signature New Feature: Combine Multiple Documents for Streamlined E-Signature
Read MoreNew 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 MoreIRIS CRM Announces Charles Bishota, Payments Attorney as New Strategic Advisor

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 MoreNew Enhancement: Terminal Numbers Added to IRIS CRM Reporting

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 MoreWhat Are ISO Payments? How Independent Sales Organizations Enable the Payment Ecosystem

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 MoreCRM Payment Processing – The Benefits of Customer Resource Management Systems for Independent Sales Organizations

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 MoreNew Feature: Merchant User Metrics

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 MoreNew Enhancement: Download All Button Added To Increase File Management Efficiency

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 […]

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