New Feature: Send Secure PDFs

We are pleased to announce that the E-Signature feature in your favorite Merchant Services CRM now comes with the ability to send the agreements as secure PDFs.   E-signature technology allows you to: automate a large portion of your workflows related to document preparation and management securely store and retrieve documents as needed from anywhere […]

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New Enhancements: Import Line Items & Select Ticket Due Dates

Your favorite Merchant Services CRM has just received two new updates—the ability to Import Residuals Line Items and Select Ticket Due Dates.   The residuals line items help ISOs to make adjustments in their residuals reports by adding income or expense line items to users or merchants. Previously, the adjustments could only be made one […]

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IRIS CRM – Now On Your Mobile Device

Your favorite Merchant Services CRM has just gone mobile!   You can now manage leads, merchants, and helpdesk tickets right from your iOS or Android devices on the go. Additionally, you can view residuals reports and make and receive calls using the CRM Power Dialer.   Download your IRIS CRM app for your iPhone or […]

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New Features: Mass Lead Actions & Email Template Improvements

We are pleased to announce the release of two important features in your favorite Merchant Services CRM! The first feature enables users to send out Mass Lead Email and SMS Messages to leads selected on the My Leads or the Calendar page. The second one is an updated email template editor, which now makes it much […]

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New Feature: Update Lead Status On TurboApp Status Change

We’re back with a new feature update! IRIS CRM now provides the ability to automatically update a lead’s status whenever the related TurboApp application’s status is changed. For example, when a TurboApp application is approved, you can now move the related lead record automatically into a new status, such as “Conversion Pending”. Furthermore, once the […]

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New Feature: CRM Help

Getting help in your favorite Merchant Services CRM has just gotten easier! We’re pleased to announce the release of a new feature that provides users with contextual help based on the page they’re viewing. To bring up help resources on any page, simply click on the Help link in the dropdown below your username:   […]

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Fiserv PASO: Enhanced Functionality

As we recently wrote in our article on Fiserv PASO Reporting, Fiserv has moved from the Legacy Residual reports to PASO (Product Reporting And Sales Compensation Overhaul) reporting.   To prepare for this important change, IRIS CRM has updated the residuals report templates of Fiserv Omaha and North ISOs in due course, so that they […]

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New Enhancement: Helpdesk Ticket Checklists

We have just released two new enhancements in your favorite Merchant Services CRM, enabling users to add comments in Helpdesk Ticket Checklists and to reorder the checklist items.   A Helpdesk Checklist consists of one or more tasks that need to be completed before a helpdesk ticket can be changed to a Resolved status. Each […]

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New Feature: Client Invoicing

We are excited to share that your favorite Merchant Services CRM now comes with support for client invoicing! Generate one-off or repeating invoices from the lead and send them to your clients in just a couple of clicks. The clients can pay for the invoices using a credit card or ACH payment. A complete history of […]

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New Feature: TSYS ELAPP Boarding Integration

We are proud to announce that your favorite Merchant Services CRM now supports the TSYS ELAPP processing platform for merchant boarding! TSYS ISOs can now submit a merchant from their CRM site without having to log into the different processor tools and re-key the data that’s already collected.   CRM-direct onboarding will save you time, […]

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