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 […]

IRIS CRM Mobile App Redefining Mobile ISO Management with the IRIS CRM Mobile App
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Independent sales organizations have long looked to IRIS CRM as the ideal tool to help them reclaim time, work smarter rather than harder, and improve sales processes and operations on an organization-wide basis. But one additional feature our loyal customers have often asked for is the ability to seamlessly manage and operate their CRM system […]

Merchant Portfolio Reporting Tools IRIS CRM’s Advanced Merchant Portfolio Reporting Tools
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You can’t manage what you can’t measure. Knowledge is power, and your ability to manage and lead your independent sales organization is directly related to the quality of business intelligence you have available to you. IRIS CRM, the payments industry’s leading customer resource management tool, understands that, and as a result, it includes one of […]

COVID-19 COVID-19 and Remote Work
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Coronavirus continues to dominate the news and affect our way of life. We offer our deepest sympathies to those who have already been affected somehow. As the virus continues to spread, the health and well-being of friends, family, and our IRIS CRM clients remains our highest priority. We’re sharing the below resources to help answer […]

Purchasing Residuals: The Best Way to Grow Your ISO Purchasing Residuals: The Best Way to Grow Your ISO
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Constant positive growth is the goal of every business, and for independent sales organizations, growth is all about maximizing residuals. Residuals are the lifeblood of your business, and there are a number of ways to ensure they’re constantly trending upwards. Perhaps the most obvious is to have a constant stream of new, high-quality merchants coming […]

Top Communication Tools The Top Communication Tools for Your ISO, Built Right Into an Industry-Leading CRM
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Your ability to communicate directly impacts all aspects of your ISO’s business. From delivering an effective sales process to prospects, to guiding new merchants through the initial stages of getting their own businesses off the ground, to managing your agents, and everything in between, the success of your ISO is heavily dependent on great communication. […]

ISO Residual Calculations What Does ISO Mean? An Overview of Where an Independent Sales Organization Fit in Credit Card Processing
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If you’re new to the payment processing industry, one term you’ve likely seen over and over again with no real explanation is “ISO.” ISO stands for independent sales organizations – a term for businesses that resell payment processing services on behalf of the larger players like major banks, VISA, and Mastercard. Essentially, when a new […]

Is Speed Important when Processing Merchant Applications? How TurboApp Can Help Your Team Work Faster Is Speed Important when Processing Merchant Applications? How TurboApp Can Help Your Team Work Faster
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Your merchants are everything to your ISO because it’s through them that you build the all-important residual portfolio that will drive your success not only today but well into the future as well. Your formal business relationship with those merchants generally starts with the onboarding process – getting your newly signed merchant submitted to, and […]

Merchant Accounts How to Sell More Merchant Accounts and Grow Your ISO
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The growth and success of your independent sales organization – ISO depend on your ability to consistently bring in new merchants – and not just any merchants, but ones that represent high-quality, profitable, long-term partnerships. In many ways, it’s the skill of your independent agents and sales staff that drive the process, and the following […]

IRIS CRM – Now On Your Mobile Device IRIS CRM – Now On Your Mobile Device
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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. How to Get the Mobile App Download your IRIS CRM […]

IRIS CRM Zap What is Zapier? How This Revolutionary New Technology is Taking IRIS CRM to the Next Level
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Zapier has quietly been revolutionizing the way businesses design their workflows since the company’s launch in 2011, but, while the popularity of the service has been skyrocketing in recent years, it’s still not as well known as it deserves to be. So, what is Zapier? Simply put, it’s a platform that offers the ability to […]

Mass Lead Actions & Email Template Improvements New Features: Mass Lead Actions & Email Template Improvements
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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 […]

New Feature: Update Lead Status On TurboApp Status Change New Feature: Update Lead Status On TurboApp Status Change
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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 […]

Page Help New Feature: CRM Help
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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:   […]

Fiserv PASO Fiserv PASO: Enhanced Functionality
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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 […]

IRIS CRM and TSYS – A Powerful Integration ISO & Agent Partner Program at TSYS
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TSYS is one of the world’s most popular payment processors, serving over 800,000 merchants and processing a combined 32 billion transactions representing $4 billion in revenue in 2018 alone. A big driver of the company’s success is their commitment to developing a strong network of independent sales partners, a job TSYS takes seriously. The TSYS […]

Merchant Account ISOs Merchant Account ISOs Explained – What Are They, How Do They Work, and How Do They Make Money
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Independent sales organizations are companies that partner with payment processors to resell their services to merchants. ISOs act as representatives of the payment processors, acting as intermediaries and handling customer service and merchant management while the payment processors handle the actual credit card transactions. Many ISOs also employ independent agents to act on their behalf […]

Helpdesk Ticket Checklists New Enhancement: Helpdesk Ticket Checklists
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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 […]

Client Invoicing New Feature: Client Invoicing
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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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