Category: Featured Functionality

NMI Boarding is Better Together with IRIS CRM
Featured Article NMI Boarding is Better Together with IRIS CRM

After months of hard work and collaboration the NMI and IRIS CRM teams are proud to announce significant updates to the NMI payment gateway boarding integration. You are now able to use the power of the merchant data from your CRM in combination with the full suite of NMI boarding settings to make IRIS CRM […]

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Rising Dispute Risk in 2023: How ISOs Can Stay Ahead
February 2, 2023

Online transaction disputes became both more frequent and more expensive in 2022, and merchants and ISOs have felt the impact. According to Sift’s Q4 2022 Trust & Safety Index, there were 35% more disputes in Q3 2022 than just a year and a half earlier, and the average value rose 16%, to $192.53, between 2021 […]

Unlocking Latent Revenue: How Your ISO Can Earn More on Each Merchant
January 25, 2023

Recruiting new merchants is so important to residuals growth that ISOs can occasionally become completely focused on looking outwards for new sources of revenue. But it’s rare for any ISO’s portfolio to be perfectly optimized, meaning you may find that some of the best growth opportunities available for an ISO actually come from your existing […]

Payment Options: Why Choice is More Important Than Ever
January 18, 2023

Not long ago, there were really only three ways to pay the vast majority of merchants: you could hand over cash, swipe your credit or debit card at the checkout counter, or enter your credit card details online. Today, advances in payment technology have seen the options available to both consumers and B2B customers explode. […]

Payments 2023: How the Economy Might Impact Merchant Acquisition and Portfolio Growth in the Year Ahead
January 11, 2023

A “hard market” is an insurance industry term describing a time when market conditions and risk appetites limit growth and things become particularly difficult for the front-line professionals – agents and brokers – looking to acquire new business. It’s an equally apt term to describe what the payments industry may be facing in 2023 and […]

Featured Functionality User Management Now Available With Users API January 9, 2023

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 […]
Featured Functionality NMI Boarding: Additional Fiserv and Worldpay Platforms are Now Supported December 14, 2022

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 […]
Featured Functionality Customizable Merchant Tab Permissions December 2, 2022

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 […]
ISOs Automated TSYS Daily Fee Indicator Maintenance November 30, 2022

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 […]
ISOs How Merchant Services CRMs Bring Additional Value to ISOs and PayFacs November 10, 2022

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 […]
Onboarding IRIS CRM Enhancement: Daily Discount Support Added For TSYS Retail ISOs November 8, 2022

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 […]
Featured Functionality Complete Web Forms With E-Signature November 4, 2022

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 […]
Featured Functionality Streamline Partner Collaboration With New Lead Data Sharing October 27, 2022

IRIS CRM is proud to announce our latest feature release to streamline collaboration between clients – Lead Data Sharing. Lead Data Sharing eliminates the tedious processes of manual lead data entry, exporting and importing lead reports, or API development for IRIS CRM clients sharing leads with one another.  Lead data can be sent with the […]
Onboarding Enable Multiple NMI Reseller Credentials in IRIS CRM October 21, 2022

IRIS CRM is happy to announce our ability to now support multiple NMI reseller accounts as the latest improvement to the NMI and IRIS CRM integration. You may find that as your business grows over time, whether it be from acquisitions or new processing relationships, that you have more than one set of NMI reseller […]
Featured Functionality Get Your TSYS & Fiserv VAR Via API After Merchant Approval October 11, 2022

IRIS CRM is proud to share expanded functionality for our Open API functionality, specifically for TSYS FSP and Fiserv North ISOs, to get detailed merchant equipment VAR data. Additionally, we’ve created new API subscriptions to notify clients when equipment has been added or updated.  With the new Get Merchant Equipment command, clients are able to […]
TurboApp Automated TSYS PPM Fee Date Calculations September 30, 2022

IRIS CRM is happy to share that we’ve added more automatic fee date calculation options for the merchants of TSYS FSP ISOs in TurboApp and when updating pricing on existing merchants using IRIS CRM’s automated TSYS maintenance helpdesk tickets. The full range of fee date settings that can be found in the TSYS (Global Payments) […]
Featured Functionality Advanced Reports – Take Lead Reporting to the Next Level September 29, 2022

IRIS CRM is thrilled to announce the release of our new Advanced Reports widget for taking your lead reporting to the next level. Our new Advanced Reports widget combines lead filtering functionality from existing components with brand new features in the new user interface for a powerful, all-in-one reporting tool.   Users can create complex, multi-tiered […]
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