LEARN WHY BUSINESSES ARE CHOOSING IRIS CRM AS THEIR PAYMENT PROCESSING CRM.

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First Data & Vantiv Compatible Payment Processing CRM Screenshot

FIRST DATA & VANTIV COMPATIBLE CRM

Plus Other Payment Processors & Software Integrations

  • See A Dramatic Spike In Your Efficiency By Consolidating Systems
  • Save Time And Sign More Accounts By Marketing With eSignature
  • Leads Convert To Accounts Automatically
  • Board Merchants Without Errors
  • View Merchant Transactions, Statements, And Chargeback Information
  • Build Files And Manage Terminal Downloads Directly In IRIS
  • Board New Merchants In Half The Time
  • Manage Downstream Residuals

BOARD MERCHANTS DIRECTLY TO FIRST DATA & VANTIV

  • Set Default Values For Commonly Used Fees To Ensure Profitability
  • Reduce Manual Effort And Training Of Manual Processes
  • Submit Accounts To Multiple Processors 300% Faster
  • Seamlessly Board New Merchants, Error Free

PAYMENT PROCESSING CRM

  • Full Featured Industry CRM
  • Permission Based Access Control
  • PCI Level 1 Compliant Service Provider
  • Unlimited Secure Data And File Storage

LEAD MANAGEMENT

  • Track Marketing Campaigns With Comprehensive Reporting
  • Notify Colleagues Automatically As Deals Move Through The Sales Cycle
  • Populate Presentation-Ready MPAs Directly From Data Already In IRIS
  • Share Critical Information That Transforms More Leads Into Sales

MERCHANT APPLICATIONS WITH ESIGNATURE

  • Onboard More Accounts
  • Eliminate Incomplete Applications
  • Increase Agent Productivity Through Automation
  • Average Applications Are Signed In 42 Minutes

SALES METRICS

  • Reports On Leads, Notes, Emails, Appointments And New Sales Won
  • Utilize Real Time Data To Help Make Informed Decisions About Your Sales Efforts
  • Drives A Competitive Sales Environment That Is Easy To Manage
  • Easily Identify Your Most Active Sales Representatives

APPOINTMENT BOARD

  • Weekly Productivity Reports By User Class And Specific User Are Available
  • Listen To The Recordings Of Any Appointments Made Through The Dialer
  • Reports On Appointments Set, Seen, Confirmed And Rescheduled
  • View Important Leads Directly From The Appointment Board

LEAD REPORTING

  • Filter Leads By Attributes Such As Status, Date Created And More
  • Customize And Export Email Lists For Marketing Campaigns
  • Run Detailed Reports On Leads And Their Associated Users
  • Pull Information From Any Lead Field And Campaign

PORTFOLIO DASHBOARD

  • Flexible Merchant Reporting
  • Processing Volume Updated Daily
  • Support For Multiple Processing Relationships
  • Centralized Touch-Point For Merchant Transactions

MERCHANT PORTFOLIO REPORTING

  • Batch Reconciliation
  • Transactions & Adjustments
  • Chargebacks & Retrievals
  • PDF Statements
  • Demographic Details
  • SMS & Email Alerts

THE SCOOP

  • Visual Dashboard Of Portfolio Performance
  • Track Historical Volume Growth And Approvals
  • Retain Merchants With Stopped Processing Alerts
  • View Approvals And Residual Contribution Per User

MERCHANT REPORT BUILDER

  • Reporting By SIC Code, Pricing Format, Geographic Area And More
  • Run Ad-Hoc Reports On Rates To Ensure Portfolio Profitability
  • Retrieve Any Merchant Information Within Your Portfolio
  • Run Reports To Use As Marketing Campaign Lists

PORTFOLIO ACTIVITY

  • Filter Merchants By Status
  • Generate Monthly Portfolio Reports
  • Locate New Accounts And Activate Them Faster
  • Forecast Newly Added Volume And Transactions

MERCHANT TRACKER

  • Automated Stopped Processing Notifications
  • Retain Merchants By Being Proactive When A Flight Risk Is Detected
  • Intervene In Potential Lost Revenue Opportunities Earlier Than Ever Before
  • Identify Merchants That Have Not Settled A Batch Within A Time Frame (i.e. 3 days)

WHITE-LABELED MERCHANT PORTAL

  • Improve Merchant Stickiness
  • Offer A White-Labeled Merchant Portal
  • Automatically Invite Your Merchants To Enroll
  • SMS/Email Notifications For Deposits And Disputes

RESIDUAL INCOME REPORTING

  • Residual Income Calculation In Minutes
  • Pay Agents Directly Through ACH
  • Receive A Detailed Overview Of Income
  • Manage Residuals From Any Payment Processor
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PROPOSAL GENERATOR

  • Flexible Enough To Support A Variety Of Price Quote Options
  • Supports Sophisticated Interchange, Tiered And ERR Pricing Formats
  • View Savings & ISO Profitability During The Proposal Generation Process
  • View And Share Proposals Throughout Your ISO

CALENDAR VIEWS

  • Export Tasks And Appointments To Google, iCal, Outlook And Yahoo Calendars
  • Ability To Manage Your Own And Other User's Calendars
  • Follow Through With Tasks By Receiving Reminders For Calls And Appointments
  • Nightly Email Generated With Tomorrow's Tasks And Appointments

HELP DESK TICKETS

  • Ensure That All Support Requests Are Handled In A Timely Manner
  • Set Internal SLAs For Ticket Types And Monitor Support Team Effectiveness
  • Agents Are Automatically Notified As Tickets Progress From Open To Resolved
  • Deliver Revolutionary Customer Service From Anywhere, Anytime, On Any Device

MERCHANT SERVICES DIALER

  • Build A Full Featured Call Center
  • Replace Your Current Phone System
  • Contact Up To 3 Times As Many Merchants
  • Click-To-Call, Recordings, IVR And Voicemail
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DIALER METRICS

  • Accelerate Sales Performance
  • Real-Time Monitoring & Reporting
  • Download Or Playback Call Recordings
  • Review And Measure Agent Production
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