Category: Onboarding

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 […]

Integrating Elavon with IRIS CRM IRIS CRM’s Advanced Merchant Services Software Provides Elavon ISOs with Transaction Reporting and Portfolio Management Dashboards
Read More

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 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
Read More

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 […]

Automate Onboarding and Back-Office Operations Automate Onboarding and Back-Office Operations
Read More

Do you automate onboarding and back-office operations? If you don’t already, you really should consider it. One of the more contentious points of discussion involves its potential impact on the workforce. There are those that view emerging technology as detrimental to the job market, with the potential to eliminate as many as 800 million positions […]

How IRIS CRM Can Help Your ISO How IRIS CRM Can Help Your ISO
Read More

The question of how IRIS CRM can help your ISO take its operations to the next level is really not a question at all: It’s an answer. You see, our team has been in the payments processing industry for some time now. They’ve rolled with the changes, seen trends come and go, and have pinpointed […]

merchant management Turbocharge Onboarding and Merchant Management
Read More

To maintain growth, companies need sales. But in order to support the staff and operations needed to secure those sales, they also need to maintain their current customer base, as well – merchant management. Nurturing merchants currently set up in the system, in fact, is far more cost-effective than acquiring new ones. This is because […]

Eliminate Manual Onboarding and Back-Office Processes with IRIS CRM Eliminate Manual Onboarding and Back-Office Processes with IRIS CRM
Read More

In the world of business, personnel often fall into one of two camps: those who bring in the customers and those who deliver on the products and/or services that were sold. Specifically, we’re referring to your sales team and those working operations, back-office. Often times, these parties end up at odds with each other. Salespeople […]

Schedule Demo