IRIS CRM ISO Management & Merchant Services Blog

Combine PDF Documents for E-Signature
Featured Article New 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 […]

Mass Lead Actions & Email Template Improvements New Features: Mass Lead Actions & Email Template Improvements
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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 Lead 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 much […]

New Feature: Update Lead Status On TurboApp Status Change New Feature: Update Lead Status On TurboApp Status Change
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We’re back with a new feature update! IRIS 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 “Conversion Pending”. Furthermore, once the […]

Page Help New Feature: CRM Help
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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 username:   […]

Fiserv PASO Fiserv PASO: Enhanced Functionality
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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 […]

IRIS CRM and TSYS – A Powerful Integration ISO & Agent Partner Program at TSYS
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TSYS is one of the world’s most popular payment processors, serving over 800,000 merchants and processing a combined 32 billion transactions representing $4 billion in revenue in 2018 alone. A big driver of the company’s success is their commitment to developing a strong network of independent sales partners, a job TSYS takes seriously. The TSYS […]

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

Helpdesk Ticket Checklists New Enhancement: Helpdesk Ticket Checklists
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We have just released two new enhancements in your favorite Merchant Services CRM, enabling users to add comments in Helpdesk Ticket 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 […]

Client Invoicing New Feature: Client Invoicing
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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 […]

IRIS CRM TSYS New Feature: TSYS ELAPP Boarding Integration
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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, […]

Fiserv Card Payment Services Fiserv Credit Card Processing – Is It Good for My Business?
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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 […]

New Integration: Merchant e-Solutions Portfolio Reporting New Integration: Merchant e-Solutions Portfolio Reporting
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We are happy to announce that IRIS CRM has completed its integration of Merchant e-Solutions (MES) transaction reporting. MES ISOs are now able to view merchants’ deposits, batches, account status, retrievals, and chargebacks right inside the Merchant Services CRM. Below are a few highlights of the new integration.   Viewing Merchant Deposits To view the merchant’s […]

Credit Card Processing Can You Make More Than $100k/Year Selling Credit Card Processing?
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Independent sales organizations are third-party businesses that resell payment processing services from the major merchant services companies like Fiserv, TSYS, Worldpay, and many others. Independent agents work on behalf of the ISOs and do the sales work of bringing in new merchants to sign. When a merchant signs on with an ISO, their payments are […]

Independent Sales Organization How to Become an Independent Sales Organization
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Independent sales organizations are essentially payment processing resellers that act as middle-men between the major processors and merchants in need of processing services. It’s a potentially lucrative field, and as such, there are constantly new entrants looking to jump into the game to claim their slice of the payment processing pie.  The rules for becoming […]

IRIS CRM 2019 Released Features IRIS CRM 2019 Released Features
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If you’re familiar with IRIS CRM, the payments industry’s leading customer resource management platform, then you know we never stop improving and adding features, and 2019 was another big year! Our development team added a lot of exciting new features to the CRM in response to the needs of our valued customers, ranging from improvements […]

Merchant Services CRM for ISOs Helping Agents: Merchant Services CRM for ISOs
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As an independent sales organization, ensuring a steady stream of new, quality merchants are constantly being brought on board is the key to growing your residuals portfolio and maximizing profitability. The heavy lifters in accomplishing that goal are your agents, and keeping them happy and productive is crucial to your success. That means, whenever possible, […]

Outlook Emails Why Are People Still Using Outlook in 2019?
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Outlook is still one of, if not the most popular email tools being used in offices. That might seem confusing to Google and Apple users, to whom Outlook might seem like an outdated application. And, to be fair, Outlook has been around for a long, long time, and it didn’t always have the greatest reputation […]

Residual Income Definition Residual Income Definition – What Are Residuals and Why Are They So Important to Independent Sales Organizations?
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Residuals are the lifeblood of independent sales organizations, and understandably, ISOs and agents alike have a vested interest in ensuring the health and consistent growth of their residual portfolios. But residuals aren’t straightforward, and new agents and ISO employees often lack a clear picture of exactly what residuals are or how they impact ISOs and […]

Paysafe Is Your ISO Looking for a Paysafe CRM? IRIS CRM is the Leader in Paysafe Customer Resource Management
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Paysafe is a global leader in electronic payment processing, providing services to merchants all over the globe, both direct and through independent sales organizations like yours. Their robust set of merchant solutions makes them a popular choice for both online and in-store processing, and more recently, even in-game payments. Partnered ISOs reselling Paysafe’s services benefit […]

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