IRIS CRM ISO Management & Merchant Services Blog

IRIS CRM - NMI
Featured Article NMI Acquires IRIS CRM, Expanding Deeper in the Commerce Value-Chain

To meet increased demand for full commerce enablement solutions, NMI and IRIS CRM’s joint offerings better enable ISO, ISV, bank and fintech partners SCHAUMBURG, IL – JANUARY 18, 2022 – NMI, a leading full commerce enablement technology company, today announced it has acquired IRIS CRM, a premier merchant services CRM and comprehensive merchant management platform […]

Invoicing & Payment Enhancements Invoicing & Payment Enhancements
Read MoreInvoicing & Payment Enhancements

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 […]

What Is an Independent Sales Organization? What is an Independent Sales Organization?
Read MoreWhat is an Independent Sales Organization?

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 Integrations IRIS CRM – The Best Integrations in the Payments Industry
Read MoreIRIS CRM – The Best Integrations in the Payments Industry

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 […]

Automated Fiserv Payment Facilitator Residuals Calculations Automated Fiserv Payment Facilitator Residuals Calculations
Read MoreAutomated Fiserv Payment Facilitator Residuals Calculations

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, […]

Employee Spotlight: Implementation Leader Viktoriya Bela Employee Spotlight: Implementation Manager Viktoriya Bela
Read MoreEmployee Spotlight: Implementation Manager Viktoriya Bela

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 […]

Dispute Responder for Merchants of TSYS FSPs IRIS CRM Adds Merlink Integration to Dispute Responder for TSYS FSP ISOs
Read MoreIRIS CRM Adds Merlink Integration to Dispute Responder for TSYS FSP ISOs

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 […]

How to Become a Registered ISO - Step by Step How to Become a Registered ISO – Step by Step
Read MoreHow to Become a Registered ISO – Step by Step

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 Call Center Software Features and Benefits IRIS CRM Call Center Software Features and Benefits
Read MoreIRIS CRM Call Center Software Features and Benefits

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 […]

August 2021 Product Updates August 2021 Product Updates
Read MoreAugust 2021 Product Updates

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 […]

Independent Sales Organizations Explained Independent Sales Organizations Explained
Read MoreIndependent Sales Organizations Explained

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 […]

Unified Lead & Helpdesk File Management Unified Lead & Helpdesk File Management
Read MoreUnified Lead & Helpdesk File Management

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 […]

NMI Integration with IRIS CRM for Gateway Onboarding NMI Integration with IRIS CRM for Gateway Onboarding
Read MoreNMI Integration with IRIS CRM for Gateway Onboarding

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 Tips: Improve New Merchant Boarding Efficiency Merchant Onboarding Tips: Improve New Merchant Boarding Efficiency
Read MoreMerchant Onboarding Tips: Improve New Merchant Boarding Efficiency

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.  […]

Additional Lead Status Restrictions for User Classes are Now Available! Additional Lead Status Restrictions for User Classes are Now Available!
Read MoreAdditional Lead Status Restrictions for User Classes are Now Available!

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 […]

Payments 101: What is a Wholesale ISO? Payments 101: What is a Wholesale ISO?
Read MorePayments 101: What is a Wholesale ISO?

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 […]

IRIS CRM Welcomes Ashvin Dhawan as Senior VP of Sales IRIS CRM Welcomes Ashvin Dhawan as Senior VP of Sales
Read MoreIRIS CRM Welcomes Ashvin Dhawan as Senior VP of Sales

IRIS CRM is excited to announce our new Senior Vice President of Sales, Ashvin Dhawan. Ashvin is a seasoned sales professional with experience in the merchant services and retail banking industries. Prior to joining IRIS CRM, Ashvin was with Fiserv for over 6 years as a Senior Sales Director. Ashvin began his career with Washington […]

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

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. […]

What Is an ISO in the Payments Industry? What Is an ISO in the Payments Industry?
Read MoreWhat Is an ISO in the Payments Industry?

An independent sales organization, or ISO, is a service provider that markets and resells payment services to merchants on behalf of one or more payment processors. ISOs are an extremely important part of the payment processing ecosystem because they provide services and perform tasks that payment processors and banks can’t do effectively on their own, […]

Schedule Demo