Category: IRIS CRM Blog

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 […]

New Feature: CRM Sales Group Email Branding New Feature: CRM Sales Group Email Branding
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We are pleased to announce the release of the new CRM Sales Group Email Branding feature! With this new feature, you are now able to further incorporate sub-sales group’s own branding into your IRIS CRM. Every email, system generated and user-generated, merchant facing and agent facing will be available for customization with your logo and contact […]

New Feature: CRM SMS Metrics New Feature: CRM SMS Metrics
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We are excited to introduce a new reporting feature in IRIS CRM — the CRM SMS Metrics! With SMS Metrics you can keep on top of your team’s SMS messaging activity, find the messages or numbers you’re looking for in seconds and export your SMS usage reports to Excel or CSV files.   Here is a […]

New Enhancement: Show Effective Rates In Proposals New Enhancement: Show Effective Rates In Proposals
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  The IRIS CRM Proposal Generator just got an important addition — the ability to Show Effective Rates In Proposals! The effective rates enable both the merchant and the sales agent to understand the language together as not everyone is savvy with processing pricing terms.   With this new enhancement, the sales agents can now communicate savings to merchants […]

New Feature: CRM Email Scheduling New Feature: CRM Email Scheduling
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Your favorite Merchant Services CRM now supports Email Scheduling!  Write your emails when it’s the most convenient and have IRIS CRM send them out at a later time automatically. Have the perfect follow up but do not want to send it just yet?  By scheduling an email to be sent out at the perfect time, […]

Your Merchant Services CRM Updates: View Last Note & Improved Date Filter Your Merchant Services CRM Updates: View Last Note & Improved Date Filter
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You spoke and we listened! Your Merchant Services CRM dashboard tables now have the option to show the most recent user note in a new column!   To display the latest user notes, click on the settings icon in the top right corner of your reporting table and then select the “Last Note” option:     Tip: […]

New Feature: View System As Another User New Feature: View System As Another User
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We are excited to announce our newest addition to IRIS CRM — the View System As Another User functionality! The “View As” feature now provides you with the ability to view the IRIS CRM system in exactly the same way as it appears to a particular user or a user class. Viewing the system from a different user’s […]

New Feature: Save & Play Media in IRIS CRM New Feature: Save & Play Media in IRIS CRM
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By some estimates, 74% of all Internet traffic in 2017 will be video. The use of online video will only continue to grow, even in the business environment.  Getting your message across by using video content provides distinct advantages to your business over other types of media.   For example, users are 41% more likely […]

IRIS CRM Receives PCI Version 3.2 Certification IRIS CRM Receives PCI Version 3.2 Certification
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IRIS CRM is pleased to announce it has updated its PCI certification to version 3.2. Integrated Reporting is Simple (IRIS CRM) is pleased to announce that they are now PCI version 3.2 compliant as a Level 1 Service Provider. The PCI Compliance is the highest level of security in the electronic payments industry, and businesses […]

Your Merchant Services CRM Updates: Copy & Paste Images Into Notes Your Merchant Services CRM Updates: Copy & Paste Images Into Notes
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Sharing images with your team members in your favorite Merchant Services CRM has just gotten super easy! We have introduced the ability to copy and paste images right in the lead note field. Take screenshots of your scribbles, instructions, questions or anything else that you wish to share and post the images in your notes without […]

Dialer Enhancement- Contacts Tab 3117 New Enhancement: CRM Dialer Contacts Tab
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We’ve been at it again. Making things smoother, faster and more efficient. This time we’ve introduced several enhancements on the IRIS CRM dialer, making it easier for you to search and manage your contacts. Here’s what’s new.   The Contacts Tab   Previously, there was a Contacts tab on the IRIS dialer which displayed a […]

New Feature- Send & Receive SMS Messages 3117 New Feature: Send And Receive SMS Messages In IRIS CRM
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We are pleased to announce that you can now Send And Receive SMS Messages In IRIS CRM, right from the lead form! A business owner that you have established contact with in the past is over 70% more likely to respond to an SMS versus an email in 2017.   Need to follow up with an […]

IRIS CRM Gets a Major Performance Boost with Elasticsearch 22817 Your Merchant Services CRM Updates: Elasticsearch
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Waiting for your search results to load in your favorite Merchant Services CRM is now a thing of the past!   We are pleased to announce the deployment of Elasticsearch, a state-of-the-art search engine with near real-time search capabilities. Elasticsearch is now a part of the Global Search functionality in IRIS CRM and it’s also […]

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