Category: Featured Functionality

IRIS CRM is Now Integrated with NMI for Gateway Merchant Onboarding
Featured Article New Integration: IRIS CRM Releases Direct Boarding To NMI Gateway

We’re excited to announce the release of IRIS CRM’s NMI Gateway Boarding Integration! NMI is a leading unified commerce enablement platform that enables ISOs to add additional value for their merchants and serves as a private label payment gateway that provides many additional cutting-edge features to create new revenue. The latest capability of boarding merchants […]

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 […]

New Feature: Threaded Email Follow-Up Sequences New Feature: Threaded Email Follow-Up Sequences
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We are excited to announce a new enhancement to IRIS CRM’s Status Triggers feature! ISOs can now set up threaded follow-up email sequences for their Status Triggers, with customizable email templates and the ability to set a specific number of days between follow-up emails in the sequence. To understand the value of threaded email follow-up sequences, […]

2021: IRIS CRM Top 22 Features Recap 2021: IRIS CRM Top 22 Features Recap
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The team at IRIS CRM is always focused on one thing more than any other: consistently providing more value and a better user experience for our clients. That’s why we are excited to share twenty-two of our favorite features that drive a lot of value for IRIS CRM users today. The following features will help […]

New Integration: Merchant Reporting Through SAM by Netevia for SignaPay ISOs New Integration: Merchant Reporting Through SAM by Netevia for SignaPay ISOs
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We are excited to announce that IRIS CRM has completed an integration for Merchant Reporting Through SAM by Netevia for SignaPay ISOs! ISOs can now view SignaPay merchant account statuses, deposits, chargebacks, and statements right in IRIS CRM. IRIS CRM’s Netevia SignaPay integration brings your Netevia SignaPay reporting into IRIS CRM’s reporting suite, allowing you to […]

New Integration: Fiserv Reporting For Payment Facilitators New Integration: Fiserv Reporting For Payment Facilitators
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We are pleased to announce that IRIS CRM is now integrated with Fiserv reporting for payment facilitators! Payment facilitators can now view Fiserv merchant account information, deposits, adjustments, retrievals, and chargebacks right from within IRIS CRM. IRIS CRM’s Fiserv Reporting for Payment Facilitators integration ensures that you have a stable, fast, and automated data feed […]

Add Merchant Data for Non-Integrated Processors New Feature: Add Merchant Data From Residual Import for Non-Integrated Processors
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We’re excited to announce a new feature for your favorite Merchant Services CRM! Merchant data imported via Residual Import will now be incorporated into IRIS CRM’s advanced reporting suite, even if the merchant is using a processor that is not integrated into IRIS CRM. Every ISO owner needs to be able to quickly and accurately see […]

IRIS and Authorize.Net How to Start Reselling Authorize.net Gateway Services with IRIS CRM
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Most people in the merchant services industry are very familiar with Authorize.Net. The popular gateway provider has been providing quality service to the marketplace since 1996, driving billions of transactions to processing networks in the years since. Merchants are also likely to be familiar with Authorize.Net as one of the most established brands in the […]

Copy User Profiles New Feature: Copy User Profiles
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IRIS CRM is excited to announce the release of a new feature for your favorite Merchant Services CRM! ISOs using IRIS CRM can now copy the permissions from an existing user profile when creating a new user in their CRM instead of having to add them manually each time. Creating new users in your CRM […]

Custom Tooltips for Lead Fields New Feature: Custom Tooltips for Lead Fields
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We’re excited to announce a new feature for IRIS CRM: Custom Tooltips for Lead Fields! ISOs using IRIS CRM can now set up custom tooltips for lead fields. The custom tooltips will appear as an icon next to a lead field, which can be hovered over to gain additional information.  With the ability to set […]

IRIS CRM is Now Integrated with NMI for Gateway Merchant Onboarding NMI and Your ISO – How NMI’s Gateway Services Open Up New Revenue Streams and Maximize Merchant Convenience
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NMI is one of the payments industry’s top gateway service providers, offering businesses the electronic payment solutions necessary to link their merchant accounts with their end customers both online and in-store.  NMI’s powerful gateway software offers merchants everything they could possibly need to power their electronic payment processing, including a virtual terminal that can be […]

New Feature: Set Default Helpdesk Ticket Priorities New Feature: Set Default Helpdesk Ticket Priorities
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We’re proud to share an exciting new feature for your favorite Merchant Services CRM – the ability to set default ticket priorities! One of the most important things for ISOs is the ability to quickly respond to merchants when they are in need of assistance. By providing timely service and solutions, merchants are far more […]

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