Category: Featured Functionality

IRIS CRM (an NMI company) is excited to announce the latest round of enhancements to our Web Forms functionality that will save users time and reduce the effort required from merchants. We have added new features that include generating a Web Form based on an E-Sign document, sending existing leads forms with their data pre-filled […]

IRIS CRM is happy to share that we’ve revamped the way leads are managed in v2 for a more streamlined workflow. In the v2 we have combined the two separate pages that were used to update leads in v1 – Manage Leads and Manage Unassigned Leads – into one pop-up on the My Leads page. […]

Between 2011 and 2020, losses from global payments fraud more than tripled from under $10 billion to over $32 billion. That already rapid growth was supercharged by the global pandemic, especially in the ecommerce sector, which on its own is expected to cost merchants around the world a staggering $48 billion in fraud losses in […]

When independent sales organization Best Card realized it was time for a new CRM, it made the switch to IRIS CRM after being a Salesforce user for nearly a decade. By migrating from Salesforce to IRIS CRM, Best Card gained an entire suite of industry-specific payments features designed to solve the exact problems that were […]

IRIS CRM users are highly familiar with how the system’s suite of payments-specific sales and productivity tools can change the way an ISO does business and drive explosive growth. But, if your ISO is looking to take growth and profitability to an even higher level, integrating IRIS CRM with the full line of commerce enablement […]

IRIS CRM is thrilled to share that we have expanded our REST API capabilities to include a dedicated Users API section with several new commands that allow clients the ability to completely manage their users via API with all of the data they’re accustomed to in the user interface.  You can leverage the new Users […]

IRIS CRM’s NMI boarding integration just got even better with the addition of new platforms to choose from when boarding merchants to Fiserv and Worldpay.  We now support 11 Fiserv and 6 Worldpay platforms to give you more flexibility when boarding NMI gateway accounts. The expanded list of options ensures that you are boarding merchants […]

IRIS CRM is excited to announce that you can now fully customize the visibility of merchant tabs based on Group, User Class, and User for each processor your ISO is working with.  Previously, the visibility settings only allowed you to make a tab visible or not for all users, with no fine-grained permissions. Now, you […]

IRIS CRM is happy to share our newest functionality for TSYS FSP ISOs to update your merchants’ Daily Fee Indicator without having to switch platforms. We have added a new ticket type – TSYS – Update Daily Fee Indicator (Auto) – that works like our other automated TSYS maintenance tickets. These ticket types allow TSYS […]

At its core, a merchant services CRM – also known as a payments CRM or ISO CRM  – does all the same things traditional CRMs do. It streamlines lead collection and management, speeds up and enhances the sales process, enables higher-quality ongoing service and support, and saves time and resources across a wide variety of […]

As a result of Global Payments recently rolling out support for Daily Discount within its ELAPP boarding tool, IRIS CRM is also now proud to announce added support for Daily Discount when boarding merchants via TurboApp to the ELAPP platform.  Clients using TurboApp to board merchants to TSYS ELAPP are able to continue leveraging the […]

Coming hot on the heels of the initial release of our Web Form Builder, we are pleased to announce the addition of E-Signature capabilities for a complete web form experience.  With E-Signature you can instantly transform your simple merchant data collection form into an end-to-end merchant processing application (MPA) that can quickly and easily be […]