Manage your pipeline, sell more, and work smarter. Impress your prospects with custom proposals and electronic contracts that take seconds to create. The best part? You’ll win merchant accounts faster, too.
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Use SMS to turn prospects into customers quickly
Report on unlimited lead fields and customize views by user
Pre-populate merchant agreements with information from your leads
Automatically notify your team as deals move through the sales cycle
eSign new accounts from anywhere in the world
Increase agent productivity and shorten sales cycles
Eliminate the frustration and delays caused by incomplete applications
Stop double data entry and streamline your merchant boarding process
Reach out to your prospects with a perfectly timed call or email
See what your prospects are clicking on and what they are interested in so that you can target them effectively
Improve your lead quality and close more deals
Track sales related activities like new accounts, notes added, emails sent, and more
Make informed decisions based on actionable data
Drive a competitive sales environment that is easy to manage
Easily identify your most active sales representatives
Weekly productivity dashboard by user or user class
See set, seen, confirmed, and rescheduled appointments
Listen to the recordings of any appointment made when the built-in dialer is enabled
Link directly to your most important leads with a single click
Get ready to see a demo of exactly how IRIS CRM helps businesses grow and receive your personal proposal.
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"IRIS CRM is far and away the best business management tool in the marketplace today. The IRIS team understands the day to day needs of the ISO community."
"I couldn't be happier with our decision to use IRIS CRM. Our closing ratio has increased by 300% and I owe it all to the team at IRIS!"
"We have been using IRIS for just under a year and it has been life changing when it comes to tracking residuals, processing residuals and paying residuals!"
