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 […]

Marketing Pop-ups Featured Functionality: Marketing Pop-ups
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IRIS CRM clients are able to upload media such as click-able images to appear when users log in.  The feature is extremely useful for marketing value added services to merchants when they first log into their merchant portal.  Another creative way to use marketing pop-ups is to notify agents of necessary updates or training when they first […]

First Data Announces End of Life for MSO and MAE+ First Data Announces End of Life for MSO and MAE+ Tools
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This week, First Data announced that the official end of life for boarding tools used by Retail ISOs, MSO and MAE+, is approaching in Q2 of 2016. All clients using these tools will need to migrate by 04/01/2016 to the One Stop merchant on-boarding tool via AccessOne℠. IRIS CRM is the first third party to […]

New Feature Announcment! Voicemail Drop New Feature Announcement: IRIS CRM Voicemail Drop
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Voicemail Drop Feature Description: IRIS CRM has added a great new feature to our integrated dialer, voicemail drop, to assist sales teams by automating the manual and repetitive process of leaving a voicemail. Through our research, we learned that almost 30% of outbound phone calls made result in an answering machine being reached. Every opportunity to […]

This is an image of the IRIS CRM Helpdesk Task reminder functionality. Featured Functionality: Helpdesk Tasks
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IRIS CRM is proud to announce that we have added a new feature to our Helpdesk system called “Helpdesk Tasks”.   This will be useful for when a ticket is waiting on something. For example, a response back from a processor or a rep needing to collect a document.   Users can create a task so that […]

Proposal Generator Featured Functionality: Proposal Generator
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Anything that an ISO owner could do to help sales reps close more accounts in a quick and easy way is paramount.  Creating proposals are one of those things. However, we all know that creating those proposals may not be the easiest or pleasant thing your team members have to do. Well not anymore! Our easy to use proposal […]

residual income reporting Featured Functionality: Integrated Agent Residual Income Payouts
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Calculating agent payouts and getting accurate residual income reports can be a nightmare. IRIS CRM can provide residual income reporting for over 40 processors and ACH payments directly to sales reps. The agent residual payouts feature is an integration with SAGE ACH (previously known as GETI).  To get started with this feature simply contact SAGE […]

IRIS CRM Integrated Dialer Featured Functionality: Integrated Dialer
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IRIS CRM offers an integrated dialer that ISOs can use to help streamline their sales and support process. When users are able to receive and make calls directly from IRIS CRM they function at an increased level of efficiency. Reps can initiate calls directly from a lead with a single click, while a manager listens in […]

IRIS CRM - Web form with post token api Featured Functionality: POST API
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  IRIS CRM provides the ability to import and create new incoming leads from your existing web form across your websites. By simply adding one line of code to your web forms, lead forms or online merchant applications, IRIS will create a new lead and notify your users automatically. Some examples of this functionality include automatically importing […]

Sales Metrics Featured Functionality: Opened Email Tracking
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  Have you ever wondered if a prospect read that email you sent?   Imagine seeing a report displaying the success of your email content and subject lines.  Timely follow up results in a more efficient sales team and in turn more closed merchants.   Have you ever wished you could follow up right after someone JUST read your email? […] Boarding Through IRIS Authorize.Net Merchant Boarding Integration
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IRIS CRM provides ISOs with a merchant services CRM to streamline boarding of merchants to the Authorize.Net gateway, with just a few clicks.   The beauty and simplicity of the Merchant boarding integration eliminates the need for ISOs to perform double data-entry into the Authorize.Net re-seller portal.   Follow these easy steps to set this feature up […]

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