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 app for your iPhone or Android device today using the buttons below, or simply scan the QR code with your phone to get the download link:
IRIS CRM Mobile App Highlights
The Residuals menu shows the residuals information for each processor.
Tap on any processor to view the breakdowns by merchant. You can also filter the residuals report by processor, month, and other criteria.
Use the Global Search field to find merchants or leads quickly:
The Helpdesk menu allows you to view and filter helpdesk tickets or to add a new ticket:
Use the Leads menu in the mobile app to view leads in different status states. Below is an example of an IRIS CRM lead shown in the app.
You can tap on the tabs (shown in the background) to view the lead’s info and use the shortcuts to perform the usual lead actions such as adding a note or an appointment:
Here is an example of the fields on the Business Info tab which you can view and edit:
Use the Merchants menu to view information for a selected merchant including retrievals, chargebacks, statements, and more:
Select the Statements tab to view a merchant’s PDF statement for a given month:
On the Home page you can view on your mobile, an overview of your portfolio including top performers, portfolio totals by card brand, and the approved accounts for the past trailing 12 months:
And there you go! We hope the mobile app helps you take your game to a whole new level.
Stay tuned for more cool updates coming soon!
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