Category: Featured Functionality

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 […]

Digital Merchant Onboarding Digital Merchant Onboarding — Boarding New Business with IRIS CRM and TurboApp
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Onboarding new merchants to your processing partners is one of the most important tasks your ISO handles day-in and day-out. But boarding the old way — manually transferring merchant data from an MPA into a processor’s online portal line-by-line — is slow and extremely prone to human error.  IRIS CRM eliminates both of those problems […]

Workflows for Start Processing and Closed Merchants New Enhancement: Workflows for Start Processing and Closed Merchants
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Streamlined workflows are at the core of IRIS CRM’s value for ISOs and ISVs, enabling faster, more convenient ways to accomplish daily tasks and accelerate growth. IRIS CRM’s latest enhancement furthers this mission by providing ISOs with improved workflows for when merchants start processing or close! Maintaining data accuracy is absolutely crucial in a CRM. […]

Volume and Avg. Ticket in Portfolio Activity for Non-Integrated Processors New Enhancement: Volume and Average Ticket in Portfolio Activity for Non-Integrated Processors
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IRIS CRM’s powerful Portfolio Activity monitoring feature has now been enhanced to increase accuracy and give clients a more accurate view of retention and growth by adding the volume and average ticket for non-integrated processors. Portfolio Activity provides a quick view of how much business you anticipate to add or lose for a given time […]

New Integration: Esquire Bank Document Compliance Automation for ISOs New Integration: Esquire Bank Document Compliance Automation for ISOs
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We’re very proud to announce a new integration to accelerate the merchant boarding process, Esquire Bank Document Compliance Automation for ISOs! Many ISOs submit compliance documents to Esquire Bank as part of their TSYS onboarding process. In the past, administrators needed to download the necessary data for the batch of merchants they were onboarding, reformat […]

Copilot and IRISCRM New Integration: CardConnect CoPilot Reporting Integration
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IRIS CRM is happy to share that we have just released a new CardConnect CoPilot reporting integration! CardConnect CoPilot is a Fiserv First Data portfolio management portal, empowering ISOs and agents to manage and track everything in their portfolio – reporting included. With the new reporting integration, Fiserv North and Omaha ISOs and agents can […]

Combine PDF Documents for E-Signature New Feature: Combine Multiple Documents for Streamlined E-Signature
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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 […]

Terminal Numbers Added to Reporting New Enhancement: Terminal Numbers Added to IRIS CRM Reporting
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We are very happy to announce that terminal numbers have been added to IRIS CRM reporting! Merchants and ISOs can now see and reconcile batches and transactions attributed to a particular device right from their IRIS CRM site, when the data is available from the processor. The ability to view terminal numbers in IRIS CRM’s […]

Merchant User Metrics New Feature: Merchant User Metrics
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We are happy to announce a new feature for IRIS CRM, Merchant User Metrics! ISOs can now see which merchant users are interacting with their merchant portal at a glance and provide access to new users via a simplified one-click invite process. IRIS CRM’s Merchant Portal is a huge value-add, enabling ISOs to provide their […]

New Enhancement: Download All Button Added To Increase File Management Efficiency New Enhancement: Download All Button Added To Increase File Management Efficiency
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We’re happy to share a new enhancement for IRIS CRM’s Attachments page for each lead, adding a Download All Button to increase file management efficiency for all clients! IRIS CRM clients can now download multiple or all of the files attached to a lead at once instead of having to select and download each file […]

New Feature: Lock Lead Field Editing Permissions By Lead Status New Feature: Lock Lead Field Editing Permissions By Lead Status
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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. […]

New Enhancement: Capture Attachments During the E-Signature Process New Enhancement: Capture Attachments During the E-Signature Process
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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
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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 […]

New Feature: Merchant Dispute Responder via API New Feature: Merchant Dispute Responder via API
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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 […]

New Feature: Vantiv iQ Automated Residuals Importing and Calculations New Feature: Vantiv iQ Automated Residuals Importing and Calculations
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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
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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
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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
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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 […]

TSYS Retail Enhancements New Enhancements for TSYS Retail ISOs: Accelerated Deposit Reporting and PDF Statements
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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 […]

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