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 […]

Paysafe Learn More about IRIS CRM’s Advanced Paysafe Merchant Integration
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Paysafe is a UK-headquartered online payments company that provides payment processing and online wallet services to companies around the globe. They offer payment solutions for online businesses as well as brick and mortar stores, and their Neteller and Skrill brands facilitate low-cost online money transfers between users. As one of the most popular processors in […]

Paya ACH IRIS CRM offers Seamless Paya Services ACH Integration
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Cash might not be obsolete yet, but electronic payments are already the preferred payment method of the vast majority of consumers and businesses alike. Debit and credit card payments are inarguably the most popular forms of electronic payment, but ACH payments are also extremely common. IRIS CRM, the payments industry’s leading customer resource management platform, […]

IRIS CRM Integrates Worldpay Merchant Services Seamlessly with Advanced Customer Resource Management IRIS CRM Integrates Worldpay Merchant Services Seamlessly with Advanced Customer Resource Management
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Worldpay Inc. was founded in 2017 when U.S. industry giant Vantiv acquired the British payment processor Worldpay for 10.4 billion dollars. Worldpay Inc. is now one of the biggest players on the world stage, processing billions of dollars in transactions around the globe annually. As a result, Worldpay is one of the most common processors […]

Sales Reporting Why Sales Reporting is important to Independent Sales Organizations
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“You can’t manage what you can’t measure.” With the immense amount of data available to businesses in the digital age, that old adage is truer now than it has ever been. Businesses now understand the importance of data in managing everything from individual employee performance to long-term capital projects and beyond. As a result, tools […]

Sales Integrated Phone System Auto Dialer IRIS CRM Offers the Best Phone System for Independent Sales Organizations, Built Right Into the CRM
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Customer resource management tools have gained near-universal acceptance across all industries where sales and customer relations are key functions, and there are a number of great CRM tools on the market. But one unique feature that IRIS CRM brings to the table is the inclusion of a full-featured power dialer that provides a host of […]

Integrating Elavon with IRIS CRM Elavon Payment Processing – A High-Value Partnership for ISOs and Merchants Alike
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Elavon is a leading global payment processor that has been providing innovative payment solutions to businesses around the world for over 25 years. Operating in ten countries around the globe and serving over 1.3 million customers, they now process over three billion transactions every year. Those numbers and their consistent rating as a top-five global […]

Global Search New Enhancement: Global Search
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We are back with a very quick and very useful new update to your favorite Merchant Services CRM. The Global Search box in the CRM’s top navigation bar has just been updated to show the 5 most recently viewed Accounts, Leads, and Helpdesk Tickets.   To view the recently viewed items simply click on the search […]

Status Trigger Notifications New Enhancement: Status Trigger Notifications
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IRIS CRM is pleased to announce the rollout of a new enhancement to your favorite Merchant Services CRM. The new enhancement enables ISOs to send email notifications to selected users whenever a lead’s status changes—using the email address of the user who made the change.   The notifications are sent out automatically via the CRM’s Status […]

Payment Processing CRM Paysafe or Paypal Payments Pro – Which Offers More for Merchants and ISOs Alike?
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Choosing a payment processor is a huge decision for any merchant that understands the major impact processing fees have on profitability. Two of the most popular merchant services provider are Paysafe and PayPal. While PayPal’s standard platform isn’t well suited to serious merchants, their Payments Pro platform competes directly with Paysafe and targets small, medium, […]

Customer Resource Management Payments The Benefits of Payment Integration with Customer Resource Management Tools like IRIS CRM
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Customer resource management tools provide a wide variety of productivity and sales benefits for companies in all industries, and one area where advanced CRM tools like IRIS CRM really shine is in facilitating payments. IRIS CRM features a full billing and payments suite that enables users to take electronic payments right through the CRM. That […]

IRIS CRM Streamlines WorldPay Merchant Boarding and Portfolio Reporting IRIS CRM Streamlines WorldPay Merchant Boarding and Portfolio Reporting
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In January 2018, Vantiv acquired WorldPay Group to form WorldPay Inc. in a blockbuster merger. Today, WorldPay is owned by FIS Global, a behemoth player in payment processing and money transfer that moves nine trillion dollars around the globe annually. WorldPay’s payment processing solutions are used by thousands upon thousands of merchants in the United […]

Integrating Elavon with IRIS CRM IRIS CRM’s Advanced Merchant Services Software Provides Elavon ISOs with Transaction Reporting and Portfolio Management Dashboards
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Elavon is one of the world’s most popular payment processors, serving over one million businesses and processing over three billion transactions annually. Naturally, we’ve designed IRIS CRM to integrate seamlessly with Elavon, providing partnered ISOs and agents with a way to centralize their access to important account information, automate the data retrieval process, better manage […]

IRIS CRM’s Merchant Services Power Dialer How IRIS CRM’s Merchant Services Power Dialer Actually Increases Sales
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One of the features that sets IRIS CRM apart from its competitors is the full-featured power dialer built right into the CRM. The power dialer replaces an office’s existing phone system, with the obvious benefits of saving money and streamlining calling operations. But it doesn’t stop there. The IRIS CRM power dialer actually increases a […]

IRIS CRM’s Paysafe Payment Processing Integration Supercharges Boarding and Reporting for ISOs and Agents IRIS CRM’s Paysafe Payment Processing Integration Supercharges Boarding and Reporting for ISOs and Agents
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Paysafe is a leading provider of electronic payment solutions offering payment processing for both online and brick and mortar businesses. They offer fully integrated solutions direct to merchants as well as through partners agents and independent sales organizations (ISOs), and the company has recently taken steps to break into the lucrative and rapidly expanding in-game […]

Feature Spotlight: POST API File Upload Feature Spotlight: POST API File Upload
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Your favorite Merchant Services CRM’s POST API feature enables you to have new incoming leads created automatically using the data collected from your web forms. For example, the following contact form can be used to collect information from your website visitors:     When a visitor submits the contact form, a new lead is created, […]

Client eMerchantView Shutdown Leads IRIS CRM To Integrate AccessOne Reporting Client eMerchantView Shutdown Leads IRIS CRM To Integrate AccessOne Reporting
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At IRIS CRM, we’re constantly looking for new integrations to add to our customer resource management platform to improve its functionality and the value it provides to our valued users. In late-July 2016, First Data, one of the world’s leading merchant services providers, retired their eMerchantView reporting product. That retirement gave IRIS CRM the chance […]

New Feature: Live System Status Updates New Feature: Live System Status Updates
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We are excited to share that you can now track the system status of your favorite Merchant Services CRM via the System Status Page. The page is found at https://status.iriscrm.com and you can use it to: Check on the current uptime status of the various CRM services View real-time incident reports Subscribe to status updates Let’s take a closer look […]

IRIS CRM Featured In The American Dream TV Show On Bloomberg IRIS CRM Featured In The American Dream TV Show On Bloomberg
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This Saturday, August 17th, 2019 be sure to tune in to Bloomberg Television at 5:00 PM ET and catch the first episode of season two of The American Dream on Bloomberg!   The American Dream is a show that inspires its audience by telling the story of humble beginnings and delving into each entrepreneur’s journey. […]

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