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 […]

IRIS CRM Innovates with Integrations IRIS CRM Innovates with Integrations
Read MoreIRIS CRM Innovates with Integrations

The payment processing industry has changed a lot over the past few years. There are still the industry standards, the big guys who have been around for years. But with the rise in advanced payments technology, many smaller players have entered the space seeking to disrupt the bigger players and grab a slice of the […]

New Enhancement: Capture Attachments During the E-Signature Process New Enhancement: Capture Attachments During the E-Signature Process
Read MoreNew Enhancement: Capture Attachments During the E-Signature Process

IRIS CRM has released a new enhancement to our e-signature feature, adding the ability to Capture Attachments During the E-Signature Process which will allow ISOs and ISVs to further tailor onboarding workflows for increased efficiency. In the past, attachments required to open a merchant account would have to be submitted outside of the merchant e-signature […]

New Feature: Custom Status Colors New Feature: Custom Status Colors
Read MoreNew Feature: Custom Status Colors

We’re proud to announce an exciting new IRIS CRM feature, Custom Status Colors! You can now tailor the color of your various status states and categories to make it easier for your team to prioritize lead outreach and enhance your overall lead management process. Below, we’ve shared several use cases as well as a how-to […]

ISO vs PayFac ISO vs. PayFac: How the Two Most Common Types of Payment Intermediaries Differ
Read MoreISO vs. PayFac: How the Two Most Common Types of Payment Intermediaries Differ

Independent sales organizations (ISOs) and payment facilitators (PayFacs) both act as intermediaries between merchants and payment processors, making them parallel channels in the overall payments ecosystem. However, despite their high-level similarities, there are some major operational differences between how ISOs and PayFacs operate. These include the responsibilities they carry out, their relationships with payment processors, […]

New Feature: Merchant Dispute Responder via API New Feature: Merchant Dispute Responder via API
Read MoreNew Feature: Merchant Dispute Responder via API

We’re excited to announce IRIS CRM’s Dispute Responder is now available via API, which means IRIS CRM clients and third parties can now develop their own merchant dispute management tools using the data in their IRIS CRM site. Dispute Responder has long been empowering Fiserv First Data ISOs and merchants, through the merchant portal, to manage […]

Merchant Residual Portfolio Value – What Determines How Much an Entire Portfolio is Worth? Merchant Residual Portfolio Value – What Determines How Much an Entire Portfolio is Worth?
Read MoreMerchant Residual Portfolio Value – What Determines How Much an Entire Portfolio is Worth?

No matter how much an ISO owner or independent agent loves the payment processing game, eventually, the time will come to exit. There are a variety of options for transitioning out of a business, and in the world of ISOs, one of the most popular and most lucrative is to sell an entire residual portfolio […]

What is a Payfac? What is a PayFac?
Read MoreWhat is a PayFac?

A Payment Facilitator (PayFac) is a type of merchant services company that provides business owners with a way to accept electronic payments, both online and in-store. PayFacs provide a similar service to standard merchant accounts, but with a few important differences. Most important among those differences, PayFacs don’t issue each merchant their own individual account. […]

New Feature: Vantiv iQ Automated Residuals Importing and Calculations New Feature: Vantiv iQ Automated Residuals Importing and Calculations
Read MoreNew Feature: Vantiv iQ Automated Residuals Importing and Calculations

IRIS CRM has released a new feature for ISOs and ISVs using Worldpay from FIS, Vantiv iQ Automated Residuals Importing and Calculations! Vantiv iQ residuals reports can now be automatically imported to IRIS CRM, which means your team no longer needs to spend time downloading reports directly from Vantiv iQ and uploading them to IRIS CRM every […]

Copy Attachments New Enhancement: Copy Attachments and Notes When Duplicating a Lead
Read MoreNew Enhancement: Copy Attachments and Notes When Duplicating a Lead

IRIS CRM is happy to announce that users can now copy attachments and notes when duplicating a lead! Duplicating leads when setting up additional merchant locations is now easier than ever. Keep reading to learn how your sales team is able to save even more time behind the scenes. With IRIS CRM, you can add […]

TSYS Terminal Management - Close TSYS Terminals New Enhancement: Terminal Management & Deactivation For TSYS Wholesale ISOs
Read MoreNew Enhancement: Terminal Management & Deactivation For TSYS Wholesale ISOs

We’re very happy to announce a new enhancement to IRIS CRM’s TSYS Wholesale integration, which enables TSYS Wholesale ISOs to close TSYS equipment terminals directly in IRIS CRM! IRIS CRM’s TSYS Wholesale integration comes with the ability to add and manage TSYS equipment and VARs on demand. Now, TSYS Wholesale ISOs can also close TSYS […]

Email Deliverability Metrics New Feature: Email Deliverability Metrics
Read MoreNew Feature: Email Deliverability Metrics

We are excited to announce another powerful tool to help ISOs improved email performance and drive business growth: Email Deliverability Metrics! To optimize your ISO for growth, you need to understand the performance of your sales emails. Without data on how your outgoing emails are being viewed and interacted with, your sales team is losing out […]

How Do ISOs Make Money? How Do ISOs Make Money?
Read MoreHow Do ISOs Make Money?

To the average outsider looking in, the payments industry can seem opaque. The opacity can act as a barrier to entry to entrepreneurial-minded people looking to seize on the opportunity card payments represent in today’s increasingly digital world. Independent sales organizations are arguably the easiest path into the industry for both outsiders looking to break […]

TSYS Retail Enhancements New Enhancements for TSYS Retail ISOs: Accelerated Deposit Reporting and PDF Statements
Read MoreNew Enhancements for TSYS Retail ISOs: Accelerated Deposit Reporting and PDF Statements

IRIS CRM has released two exciting new enhancements for TSYS Retail ISOs, Accelerated Deposit Reporting and Retail PDF Statements! With Accelerated Deposit Reporting in IRIS CRM, TSYS Retail ISOs can now view the most recent next-day deposit information right in their CRM site. The enhancement is powered by a new reporting dataset, and the integrated […]

5 Reasons Your ISO Needs E-Signature 5 Reasons Your ISO Needs E-Signature
Read More5 Reasons Your ISO Needs E-Signature

It is more important now than ever for businesses to provide clients and customers with convenient, efficient solutions. The world grows more digital by the day and every business needs to keep up to thrive. For an ISO, it’s especially important to be able to close and onboard new merchants efficiently and to ensure their […]

New Feature: Threaded Email Follow-Up Sequences New Feature: Threaded Email Follow-Up Sequences
Read MoreNew Feature: Threaded Email Follow-Up Sequences

We are excited to announce a new enhancement to IRIS CRM’s Status Triggers feature! ISOs can now set up threaded follow-up email sequences for their Status Triggers, with customizable email templates and the ability to set a specific number of days between follow-up emails in the sequence. To understand the value of threaded email follow-up sequences, […]

Retail ISO vs Wholesale ISO Understanding the Difference Retail ISO vs. Wholesale ISO: Understanding the Difference
Read MoreRetail ISO vs. Wholesale ISO: Understanding the Difference

On the surface, the independent sales organization business model is simple: ISOs go out and find merchants on behalf of payment processors, then recruit and serve those merchants in exchange for a small slice of the transaction fees generated on each sale. The reality is that not all ISOs are alike, and the differences between […]

IRIS CRM and USAePay IRIS CRM Integrates with USAePay for Gateway Merchant Onboarding
Read MoreIRIS CRM Integrates with USAePay for Gateway Merchant Onboarding

Merchant onboarding is a crucial part of the business for independent sales organizations (ISOs). The ability to quickly and securely board merchants is necessary to drive residual growth, which is the primary way that ISOs can generate more value for their merchant services business.  For many ISOs, merchant onboarding is a time-consuming, manual task that […]

How Do I Become a Merchant Provider? How Do I Become a Merchant Provider?
Read MoreHow Do I Become a Merchant Provider?

Cash is rapidly becoming a thing of the past. With credit cards and contactless payments establishing themselves as the undisputed king in a post-COVID world, there is an enormous amount of opportunity abound in the payment processing space. One of the most prominent and relatively easy to access of those opportunities is merchant services. A […]

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