Category: Featured Functionality

IRIS CRM and NMI have teamed up to offer ISOs a full commerce enablement solution that makes it easier than ever to open up new revenue streams, improve service offerings, and gain an advantage over the competition.  IRIS CRM offers integrated boarding capability for NMI’s full line of gateway products and value-added services, enabling ISOs […]

IRIS CRM is excited to announce the release of our Maverick Payments reporting integration to bring even more merchant data directly into your IRIS CRM site.  ISOs working with Maverick Payments are now able to have merchant data automatically populated in IRIS CRM. Not only will you be able to see overall portfolio volume and […]

IRIS CRM is thrilled to announce our revolutionary Merchant Import API which allows third-parties to become their own datasource within IRIS CRM by creating merchant data such as transactions, deposits, retrievals, chargebacks and statements. By adding the ability to create new merchants and push merchant data into an IRIS CRM site from an external source, […]

Agreement Express has recently announced a game-changing integration with IRIS CRM to its ScanXpress automated underwriting tool that will allow mutual customers of IRIS CRM and Agreement Express to significantly streamline and even fully automate their due diligence when onboarding new merchants, enabling unparalleled speed for underwriting and time-to-revenue. In essence, the integration between Agreement […]

IRIS CRM is happy to share that we have expanded residuals reporting functionality for Fiserv FSP ISOs by adding support for the MM101 file to calculate residuals income.  Fiserv FSP ISOs can now use IRIS CRM to automatically calculate their monthly residuals income using the MM101 file. By eliminating manual calculations, ISOs can scale their […]

Signatures are at the heart of every business deal, but managing thousands of applications, contracts, and supporting documents is also one of the biggest headaches many independent sales organizations (ISOs) have to deal with on a regular basis. Electronic signature – or eSignature for short – is  a solution to that problem, enabling sales organizations […]

Save your staff time and avoid forgotten tickets that are an essential part of your sales and merchant setup workflows with new Automated Helpdesk Ticket Workflows in IRIS CRM.  Using Lead Status Age and State Triggers, tickets can be auto-created based on where a lead is in your sales funnel or how long a merchant […]

Disputes occur when customers contact their credit card companies and request a charge be forcibly reversed when a refund has been denied. Visa, Mastercard, Discover, and American Express all offer their cardholders the ability to open a dispute whenever they think that a purchase has been made fraudulently or a merchant has failed to deliver […]

Payment processing is an extremely competitive industry, and independent sales organizations (ISOs) and payment facilitators (PayFacs) that want to grow and thrive need to find ways to work smarter and outcompete the field. Building a tighter, more efficient sales process from the top of the funnel on down is one of the best ways to […]

After much anticipation and a lot of hard work, IRIS CRM is proud to share that we will be releasing our new user interface in the coming weeks. There is much to look forward to in the new UI as it’s not just a coat of paint on existing functionality, but is chock full of […]

As your company starts 2022 with fresh energy and a strategic plan for how to achieve the year’s goals, it’s important to choose the right tools to succeed. IRIS CRM is the payment industry’s leading, all-in-one CRM solution with features to manage and automate your workflows from initial lead capture all the way through merchant […]

IRIS CRM is thrilled to announce new Paysafe Reporting and TSYS Backend Boarding Integrations! ISOs can now connect their Paysafe merchants, both Fiserv and TSYS, to IRIS CRM to receive daily reporting data and account information. Our Paysafe boarding integration has also been improved to allow ISOs to select TSYS as the backend when boarding […]

Dive deeper into your merchant reporting with the additional breakdown of card type volume and transaction count. From the My Merchants page, you can now add the volume and transaction for the major card brands to your merchant reporting, plus other trackable card types including Fleet Cards, Pin-Debit, EBT, and Gift Cards, as well as […]

Whether you’re an ISO or a merchant, chargebacks are costly to you in more ways than one. First and foremost, they cost you money. But, when they get out of hand, they also damage your reputation with the card companies and create a perception of risk that you don’t want hanging over your business. Traditionally, […]

A new lead comes in and is automatically assigned to a rep to start working. One day passes… then another… a full week goes by and the lead’s status still hasn’t changed. IRIS CRM allows you to automatically assign another user to work the lead, however, the initial user remains assigned – until now! Automatically […]

IRIS CRM offers your ISO the ability to compete better in a tight payments industry by improving lead management and sales, merchant onboarding, residuals management, decision making, merchant service, and much more. But, unlike many CRMs, improving operations with IRIS CRM doesn’t tie your agents, managers, and operations staff to their desks, thanks to the […]

Losing revenue to returns and chargebacks is not only a risk to your merchants, but your merchant services business as well. They are an inevitable part of running a business, but minimizing them is crucial to your bottom line. IRIS CRM’s new Risk Reporting helps you identify sources of risk in order to mitigate the […]

In part one, we discussed the basics of getting your ISO off the ground, and the significant amount of time, work, and money that goes into becoming a registered ISO. In part two, we’ll look at what happens once you’re registered and it’s time to start recruiting. As difficult as the registration was, the real […]