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 […]

Custom Tooltips for Lead Fields New Feature: Custom Tooltips for Lead Fields

  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 […]

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

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

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 […]

New Feature: Automatic Lead Status Update After E-Sign New Feature: Automatic Lead Status Update After Electronic Signature

We’re proud to announce an exciting new feature for your favorite Merchant Services CRM. Now ISOs can set their leads to automatically update to a Signed Lead Status of choice after the lead e-signs and submits an application. Manually updating lead data in your CRM takes up your administrative team’s time and attention. IRIS CRM […]

Announcing 3 Exciting New Features for the IRIS CRM Mobile App IRIS CRM Q4 Mobile Application Enhancements and Easy Download Link

We’re excited to announce the addition of several new features for the IRIS CRM mobile app!  IRIS CRM’s recently updated mobile app is a powerful on-the-go solution for ISO administrators, sales agents, and merchants.  Sales agents are often on the move, so it’s important that they are able to access and update key information from […]

Invoices Widget New Feature: Invoices Widget

We have just added a new feature to your favorite Merchant Services CRM—the Invoice Widget! The Invoice Widget provides you with an easy way to view the status of invoices you send to your clients. Below is an example of an Invoice Widget shown on the Home Page tab. The widget shows the totals for […]

New Enhancements: Update & Copy TSYS Equipment New Enhancements: Update & Copy TSYS Equipment

We have just added the ability to Update and Copy Equipment for TSYS merchants to your favorite Merchant Services CRM. The latest enhancements come on the heels of a recently released feature that enables TSYS Wholesale ISOs to manage TSYS equipment and VARs. Now in addition to the ability to view and add new equipment, we’ve […]

IRIS CRM Dispute Assistance Manager IRIS CRM Dispute Responder

We are pleased to announce the release of the Dispute Responder—IRIS CRM’s revolutionary new solution that offers complete, end-to-end dispute management.   The Dispute Responder ensures that your merchants will always be alerted the instant a new dispute is entered with Fiserv so that no merchant will ever again lose a case because they failed to […]

Merchant Mass Actions New Feature: Merchant Mass Actions

We’re excited to announce that your favorite Merchant Services CRM now comes with the ability to perform Mass Actions on your merchants. With Mass Actions, you can now update groups, processors, data sources, assigned users, as well as perform many other actions on selected merchants. To use the new feature open the Merchant Management page […]

IRIS CRM Residuals API New Features: Residuals API

We are pleased to announce that your favorite Merchant Services CRM now includes an Open Residuals API!   Check out the latest IRIS CRM Residuals API Documentation.   The Residuals API is the latest of the Open API extensions added over the last 12 months, which also include the Lead, Merchant, and Helpdesk APIs.   […]

IRIS CRM New UI Sneak Peek At New IRIS CRM Design Coming Soon

Since the beginning of 2020, IRIS CRM has been working on a complete application redesign. We are super excited to announce that your favorite Merchant Services CRM is getting a shiny new look and wanted to share some screenshots with you today during this sneak peek. We expect the design that is shown below to […]

New Enhancement: Update Lead Assignments with Lead Importer New Enhancement: Update Lead Assignments with Lead Importer

Your favorite Merchant Services CRM has received a new enhancement—the ability to update lead assignments via the Lead Importer.   The Lead Importer enables ISOs to import leads into the system from CSV files, as well as to update fields on existing leads.   With the latest update, we have now added the ability to […]

IRIS CRM Helpdesk SLAs New Enhancement: Visual SLAs for Tickets

Your favorite Merchant Services CRM comes with numerous helpdesk tools to ensure that your team stays on top of their game and provides outstanding customer service at all times. A recent product update now also brings the SLA statuses to your Helpdesk dashboard, giving you a bird’s eye view of the tickets’ SLAs.   The […]

IRIS CRM Helpdesk Ticket Files New Enhancements: Helpdesk Ticket Files

Managing the Helpdesk ticket files in your favorite Merchant Services CRM has just gotten easier! We are pleased to announce that we have released several updates to improve the way in which files are uploaded and viewed in helpdesk tickets. Users now have the ability to select multiple files to upload to a helpdesk ticket, […]

IRIS CRM Domain Settings Enhancement New Enhancement: Group Options in Domain & Logo Settings

Your favorite Merchant Services CRM has just received a new enhancement—the ability to manage Group Options on the Manage Site Domains page.   The Manage Site Domains page allows ISOs to enable access to the CRM site from multiple domains. For example, by configuring your DNS and CRM settings you can have your users access […]

Merchant Data Sharing New Feature: Merchant Data Sharing

Have you ever needed to transfer one or merchants from another IRIS CRM site to your site to support your merchants through a single source? IRIS CRM’s  Merchant Data Sharing feature is here to deliver client-to-client transfers quickly and securely without requiring IT resources to set up and maintain these data transfers.   ISOs with […]

IRIS CRM Vantiv IQ Integration New Integration: Vantiv IQ

We are pleased to announce that IRIS CRM has completed its integration of Vantiv IQ Portfolio Reporting. ISOs can enable the Vantiv IQ Portal integration to automatically retrieve Worldpay merchants’ account information, retrievals, chargebacks, and statements on a daily basis. In addition to the Vantiv IQ Portal data source, your CRM also retrieves the merchants’ […]

IRIS CRM Lead Recordset Enhancements New Enhancements: Lead Recordsets

We have just added two important enhancements to the Lead Recordsets functionality in your favorite Merchant Services CRM.   A Recordset is a group of fields you specify such as the business Contacts or Equipment which frequently has more than one object.   Recordsets are shown on a special type of tab in IRIS CRM […]

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