IRIS CRM Integrations

IRIS CRM’s revolutionary new Dispute Responder offers complete, end-to-end dispute management, including instant online notification of new disputes, electronic response submission, and complete record management for Fiserv and TSYS FSP merchants, all from right within IRIS CRM.

Website: https://www.iriscrm.com/dispute-responder

Learn More: Schedule A Demo

ISOs with merchants distributed across multiple CRM clients of IRIS CRM can now instruct IRIS CRM to quickly and securely transfer selected merchant data from one CRM site to another, based on easily configurable data-sharing rules.

Website: https://www.iriscrm.com/new-feature-merchant-data-sharing

Learn More: Schedule A Demo

We’re excited to announce a new feature for your favorite Merchant Services CRM! Merchant data imported via Residual Import will now be incorporated into IRIS CRM’s advanced reporting suite, even if the merchant is using a processor that is not integrated into IRIS CRM.

Website: https://www.iriscrm.com/new-feature-add-merchant-data-from-residual-import-for-non-integrated-processors

Learn More: Schedule A Demo

IRIS CRM is a true end-to-end solution designed to assist your ISO with every stage of your merchants’ lifecycle, including the boarding process.

TurboApp – IRIS CRM’s proprietary boarding tool – automates the boarding process and eliminates almost all of the manual data entry involved.

With TurboApp, your ISO can eliminate the highly costly human errors that all manual data entry entails. Better yet, you can take the time it takes to complete a boarding application from 30 minutes or more down to just five minutes.

It’s an elegant solution to an industry-wide problem, and TurboApp stands to revolutionize the way your ISO handles the boarding process.

Website: https://www.iriscrm.com/turboapp

Learn More: Schedule A Demo

Adobe Acrobat Sign adds e-signature to existing business processes, making paper documents a thing of the past and condensing the time it takes to close deals from weeks to minutes.

IRIS CRM enables contracts to be signed and processed through Adobe Acrobat Sign.

Send, sign, track and manage documents using Adobe’s Document Cloud solution and simplify your signing process. Cut contract execution time by 80% when you add e-signature capabilities to any agreement.

Website: https://acrobat.adobe.com/us/en/business/integrations.html

Learn More: Schedule A Demo

Agreement Express provides innovative solutions that foster growth of revenue, increase profitability, and drive down servicing costs by simplifying compliance and optimizing the onboarding experience.

Agreement Express gathers, analyzes, and processes your merchant application data to reach an automated underwriting decision on whether to approve, decline or review a file manually.  Agreement Express integrates with IRIS CRM’s API to provide an end-to-end merchant management experience by performing all of the necessary checks to issue a merchant account including MATCH, OFAC, KYC and more.

Website: https://agreementexpress.com/

Learn More: Schedule A Demo

Ambition provides Sales Gamification, Coaching, and Reporting all in one platform. Ambition’s flexible API syncs seamlessly with IRIS CRM’s tech stack. By connecting your data, view everything from calls to emails to deal progress in one place, giving you end-to-end visibility of your teams’ performance.

Website: https://www.ambition.com

Learn More: Schedule A Demo

Articulate is an e-learning platform for creating dynamic lessons and exercises.

When added to IRIS CRM, training progress is tracked and upon completion the user’s access can be automatically changed.

Website: https://www.articulate.com

Learn More: Schedule A Demo

Aurora Payments Merchant Reporting makes it simple and easy to handle payment processing. Their software solution is flexible and applies equally well to retail POS, eCommerce, hospitality, and more.

The Aurora Payments reporting integration allows you to receive transaction reporting data from Aurora Payments for accounts that are processing through the Fiserv (First Data) and TSYS networks.

Website: https://risewithaurora.com/

Learn More: Schedule A Demo

Authorize.Net is a payment gateway that manages the routing of transactions using the internet.

IRIS CRM enables merchant boarding and transaction processing through the Authorize.Net eCommerce gateway with just a few clicks of the mouse.

Website: https://www.authorize.net

Learn More: Schedule A Demo

Clearent is a complete payment processor that leverages its proprietary payments platform to make doing business easier and more profitable for its sales partners. Clearent is one of the fastest-growing credit card processing companies, processing $14 billion in annual transaction volume for 45,000 plus merchants nationwide.

IRIS CRM enables viewing transactions, chargebacks & retrievals, statements, pricing, and merchant profile demographics for merchants placed with Clearent.

Website: https://www.clearent.com/

Learn More: Schedule A Demo

Conformance helps organizations make better, faster decisions about the SMBs in their portfolios to reduce risk, improve customer experience, lower costs, and generate ongoing revenue streams. More than 300,000 end-users rely on Conformance Technologies solutions to protect their businesses every day, both domestically and around the world.

IRIS CRM integrates with Conformance’s PreComm Toolkit™ which offers fully automated new merchant checks, complete customization of checks & scans with 70+ data points available, user-definable reporting presets, and smart site content scanning with InConRadar™.

Website: https://www.approcessing.com/acquiring-solutions/conformance/

Learn More: Schedule A Demo

Elavon has helped more than one million customers around the world grow their business through payments. Their flexible, secure and innovative payment solutions help businesses attract and keep customers, develop partner relationships, process payments and simplify operations.

IRIS CRM enables the ability to view transactions, statements, chargebacks, and other account information for merchants placed with Elavon.

Website: https://www.elavon.com

Learn More: Schedule A Demo

Encytro delivers a feature-rich portal for merchants and ISOs used to simplify the process of becoming PCI DSS compliant.

IRIS CRM enables automatic merchant boarding, as well as real time reporting of your portfolio’s PCI compliance status through Encytro.

Website: http://encytro.com/

Learn More: Schedule A Demo

First American not only serves the domestic U.S. Market with payment solutions and merchant account services, but also provides global solutions in over 40 countries across a wide variety of industries. In addition to a host of solutions for industries such as restaurants, retail and service businesses, First American provides customized payment solutions tailored for multiple industries including Government, Nonprofits, Healthcare, Call Centers, E-commerce and more.

IRIS CRM enables viewing transactions, memos and merchant profile demographics information for merchants placed with First American.

Website: https://www.first-american.net

Learn More: Schedule A Demo

Fiserv is the largest global payment technology solutions company that provides electronic commerce and payment solutions.

IRIS CRM enables automatic boarding of merchants through TurboApp, as well as, viewing transactions, statements, and other account information for merchants placed with the First Data Retail, Wholesale, FSP ISO and Payment Facilitator programs.

Website: https://www.fiserv.com

Learn More: Schedule A Demo

Get ready to earn thousands with Fundomate! Our Fundomate integration allows your business to increase profit by offering a new product to your merchants within your CRM portal. Every step from submission to funding is tracked and reported on within IRIS CRM.

Website: https://www.fundomate.com/

Learn More: Schedule A Demo

Global Payments is a technology and software company, providing the world’s leading complete commerce ecosystem to businesses of every size.

This unique, connected infrastructure serves every dimension of commerce, carrying billions of transactions every year—safely and seamlessly.

Website: https://www.globalpayments.com/

Learn More: Schedule A Demo

Easily integrate IRIS CRM with Gmail and Google Calendar. IRIS CRM holds the highest level of attested security compliance and as a result, has access to premium features allowed by Google’s Restricted Scope API for sending and receiving email.

Connect your Gmail account to IRIS CRM. All inbound and outbound emails will appear in IRIS CRM as new lead notes, including all email attachments and inline images. IRIS CRM is able to accept direct emails to internal email addresses like support@youremail.com for Helpdesk Ticket creation and/or comments. Replies sent to these emails will have the responses posted directly to the corresponding ticket.

Sync your Google Calendar and IRIS CRM calendar. Important details like who the meeting is with, the address, and a direct link to the lead record will automatically appear inside the Google Calendar event. Users can update lead records by adding their meeting notes to the event in Google Calendar.

Website: https://www.google.com

Learn More: Schedule A Demo

LiveChat is an online customer service software with live support, help desk software and web analytics capabilities.

Chat with merchants or the IRIS CRM team right from your IRIS CRM site.

Website: https://www.livechatinc.com

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Maverick is a leading payments and fintech provider. We’re well established with the heart of a startup.

Headquartered in Los Angeles, we specialize in electronic payment services and leading business management software. We are a full-service processor that handles all underwriting, onboarding, risk mitigation and compliance in-house.

Website: https://maverickpayments.com/

Learn More: Schedule A Demo

Merchant e-Solutions is both a merchant acquirer and global processor, processing over $17 billion in annual transaction volume and supporting 150 global currencies including all major credit cards, debit, and alternative payment solutions. Merchant e-Solutions is owned by Cielo S.A., Latin America’s leader in electronic payment solutions.

Website: https://www.merchante.com/

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In 2007 Merchant Industry was founded on the principle that businesses should be able to purchase credit card machines and merchant accounts at an affordable price and also backed by great service. It was a normal goal at the time, but it helped to change the entire industry. Now, several number years went and well over 16,000+ merchants later, Merchant Industry sets the standard for price, customer service, ethics, and integrity.

Merchant Industry LLC, a New York limited liability company provides marketing and sales services to several major credit card processing companies. The company is providing customer service and technical support to the merchants effectively.

Website: https://www.merchantindustry.com/

Learn More: Schedule A Demo

Priority Payment Systems is one of the fastest growing payments companies in the U.S. PPS has more than 174,000 merchants, processes more than 39 billion electronic transactions annually and has the title of being named the 12th top acquirer of 2020.

IRIS CRM enables viewing transactions, statements, chargebacks, and other account information for merchants placed with Priority Payment Systems through MX Connect.

Website: https://mxmerchant.com/

Learn More: Schedule A Demo

Netevia provides a range of services to help companies take payments in whatever way they need. From just making it easier for customers to providing the infrastructure and expertise needed as an alternative payment facilitation provider.

Website: https://netevia.com/

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NMI is a unified commerce enablement platform that enables ISOs to add additional value for their merchants.  NMI serves as a private-labeled payment gateway, but also provides many additional features that provide new revenue opportunities for ISOs.  ISOs can set their desired pricing at the time of onboarding and enable expanded services provided by NMI.  ISOs using the NMI boarding integration will benefit from improved efficiency while generating a revenue stream.

IRIS CRM enables the ability to onboard merchants directly to the NMI gateway from IRIS CRM using their NMI Reseller API credentials.  IRIS CRM’s NMI integration makes the process more efficient and accurate and supports many processors including Chase Paymentech Tampa, Elavon, First Data Nashville, First Data Omaha, TSYS, and Worldpay.  Additional processors will be added based on customer demand.

Website: https://www.nmi.com/

Learn More: Schedule A Demo

Nuvei Payments is a North American payment processing leader serving the US and Canadian markets. Today, nuvei Payments serves more than 90,000 merchants in North America and processes over 15 billion in annual transaction volume.

IRIS CRM enables the ability to view transactions, chargebacks, and other account information for merchants placed with Nuvei.

Website: https://nuvei.com/

Learn More: Schedule A Demo

Easily integrate IRIS CRM with Outlook.

Connect your Outlook account to IRIS CRM. All inbound and outbound emails will appear in IRIS CRM as new lead notes, including all email attachments and inline images. IRIS CRM is able to accept direct emails to internal email addresses like support@youremail.com for Helpdesk Ticket creation and/or comments. Replies sent to these emails will have the responses posted directly to the corresponding ticket.

Sync your Outlook and IRIS CRM calendars. Important details like who the meeting is with, the address, and a direct link to the lead record will automatically appear inside the Outlook Calendar event. Users can update lead records by adding their meeting notes to the event in Outlook Calendar.

Website: https://www.microsoft.com/en-us/microsoft-365/outlook/email-and-calendar-software-microsoft-outlook

Learn More: Schedule A Demo

Paya provides solutions for businesses to accept and process checks electronically in all environments, safely and securely.

IRIS CRM enables paying residuals through ACH to each agent directly from our residual reporting module.

Website: https://payasvcs.com/

Learn More: Schedule A Demo

Whether you are a direct merchant, a platform (such as an ISV or marketplace), or a partner (such as an ISO or an agent), Paysafe is at the forefront of the integrated payments revolution – Paysafe customers enjoy truly liberating and integrated payment solutions that allow them to focus on what matters – growing their business.

IRIS CRM enables viewing transactions, statements, chargebacks, and other account information for merchants placed with Paysafe.

Website: https://www.paysafe.com/

Learn More: Schedule A Demo

Paytrace is simple payment processing that allows you to accept payments without or without a card. In-person, online or on the go – Paytrace has a solution along with the savings associated with Level II and III data.

Website: https://www.paytrace.net/

Learn More: Schedule A Demo

Priority Payment Systems is one of the fastest growing payments companies in the U.S. PPS has more than 174,000 merchants, processes more than 39 billion electronic transactions annually and has the title of being named the 12th top acquirer of 2020.

The Priority Payments Integration includes boarding of wholesale accounts to the Cynergy (TSYS) side of Priority, as well as receiving new merchants, daily deposits, transactions, retrievals, chargebacks, and statements.

Website: https://www.pps.io/

Learn More: Schedule A Demo

For more than a decade, REPAY has put our clients first. We’ve spent years innovating the best financial technology and payment processing solutions to make their lives easier, and we’ve done a pretty great job. Headquartered in Atlanta, Georgia, we not only process for more than 10,000 client locations, but we’re spread all across our great nation—from Chicago to Phoenix and more.

Website: https://www.repay.com/

Learn More: Schedule A Demo

SignaPay is an industry-leading payments technology company that was founded in 2006. They offer credit card processing, point-of-sale equipment, advanced security solutions, and integrated payments.

IRIS CRM has integrated merchant reporting through SAM by Netevia for SignaPay ISOs. This integration allows you to analyze SignaPay merchant data alongside your entire merchant portfolio in a single place. ISOs can view SignaPay merchant account statuses, deposits, chargebacks, and statements right in IRIS CRM.

Website: https://signapay.com/

Learn More: Schedule A Demo

Sysnet helps build and support cyber security and compliance solutions that help businesses to improve security and acquiring organizations to reduce risk.

IRIS CRM enables automatic merchant boarding, as well as real time reporting of your portfolio’s PCI compliance status through Sysnet.

Website: https://www.sysnetgs.com/

Learn More: Schedule A Demo

TSYS has touched over 820,000 businesses and millions of consumers through their payment tools. TSYS has a presence in more than 80 countries, on five continents, and has processed over 32 billion transactions in 2018.

Wholesale ISOs

IRIS CRM enables the ability to view transactions, statements, chargebacks, and other account information for merchants placed with TSYS.

Automatic boarding of merchants to TSYS through TurboApp is available through our Express and PPM certifications.

Real-time merchant maintenance such as DDA updates, changes to merchant demographics, and risk parameters can be performed without leaving IRIS CRM.

Retail ISOs

Automatic boarding of merchants to TSYS through TurboApp is available through our ELAPP certification.

TSYS Retail ISOs gain accelerated deposit reporting, enabling them to view current deposit information on their CRM site.

IRIS CRM enables the ability to view transactions, account information, and statements for merchants placed with TSYS.

Website: https://www.tsys.com/

Learn More: Schedule A Demo

Twilio is a communications company that provides software developers with a suite of APIs to make and receive phone calls, as well as send and receive text messages.

IRIS CRM enables a cloud-based phone system directly integrated to our CRM, eliminating the need to buy, lease or pay maintenance fees on a complex PBX system at your office.

Website: https://www.twilio.com

Learn More: Schedule A Demo

Unified Payments is a global technology-driven group specializing in mobile payments and value-added transactional services.

Unified Payments is one of the leading providers of bankcard payment processing services and value-add solutions in the United States. We enable small and medium size merchants to accept cashless transactions for their merchandise and services by providing point-of-sale equipment, transaction processing, merchant business analytics, risk management, fraud detection, 24 hours / 7 days a week merchant assistance, support and chargeback management services.

Website: https://unifiedpayments.com/

Learn More: Schedule A Demo

USAePay by NMI is a popular merchant gateway provider that has been in business since 1998. The company’s solutions include Mobile, Ecommerce, Retail, MOTO, Vertical Market, and Merchant Console. USAePay supports all major credit card platforms and shopping carts.

IRIS CRM’s direct boarding to USAePay supports First Data Nashville, First Data North, TSYS, Heartland, Paymentech, MerchantE, Vantiv, and Global Payments.

IRIS CRM’s USAePay integration streamlines the merchant onboarding process to USAePay. ISOs and ISVs can use their USAePay Reseller API credentials to onboard merchants directly for USAePay enablement. With this integration, your merchant profiles will be transferred to USAePay, allowing you to accelerate boarding speed and increase data-entry accuracy.

Website: https://usaepay.info

Learn More: Schedule A Demo

Worldpay is a top-five trusted and respected U.S.-based payment processing and technology provider.

IRIS CRM enables automatic boarding of merchants through TurboApp, as well as the ability to view transactions and other account information for merchants placed with Vantiv.

Website: https://www.worldpay.com

Learn More: Schedule A Demo

Connect Your Apps and Automate Workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work. With more than 1,500 Apps, Zapier connects more web apps than anyone.

Website: https://www.zapier.com/

Learn More: Schedule A Demo

With over 9 million jobs, ZipRecruiter is a great site for businesses to find job candidates.

IRIS CRM streamlines recruiting by creating a candidate record of a job application and attaching their resume.

Website: https://www.ziprecruiter.com/

Learn More: Schedule A Demo