IRIS CRM Services and Pricing Explained


If your sales team makes up part of the 44% of salespeople still using spreadsheets and email programs to store customer data and pricing, it’s time to reevaluate. Especially in the payments processing industry, where competition is high and deals move fast, you can’t afford informality as far as your customers are concerned.

The global CRM market is valued at $120 billion for good reason. When process is streamlined and your customer-facing departments are aligned, companies grow. They produce more results of higher quality with less effort.

But it can be hard to pinpoint exactly what you need out of a CRM when there are so many different offerings available on the market. Features vary, pricing fluctuates, and after a while, all of the pitches start to sound the same.

At IRIS CRM, we’re proud to serve as the premier merchant services CRM for clients in the payments industry. We know our niche well and how to best serve our users with features specific to their daily needs in sales, operations, and support.

Our offerings are customizable, the cost is simple, and getting started takes only a matter of days. Here’s everything you need to know about our services and pricing.

Choose From One of Two Core Plans

The foundation of your merchant services CRM stems from one of two core plans: Pro or Enterprise. Anything less than 2,000 active merchants, and Pro is typically the way to go.

Our Pro plans are billed quarterly, with monthly pricing determined by the number of merchants you have uploaded into the system. You can set up an unlimited number of users on the tool with access to our most popular features. Additionally, teams can take advantage of tools for residual income calculation, white labeling merchant portals, measuring profitability, merchant notifications, and more.

On our Enterprise plan, users will gain access to everything available through Pro in addition to a more robust set of features for customization. This is for large teams interested in API access, single sign-on capabilities, and data migration.

Customized Services and Pricing to Fit Your Needs

One of the benefits of working with IRIS CRM is that you can customize platform pricing around your team’s needs and preferences. We offer a number of add-ons to incorporate into either of our core plans for added functionality.

These available add-ons include:

  • Email Validation for avoiding spam traps and reducing bounce rates.
  • Electronic Signature for electronic signing and processing of sales contracts.
  • Integrated Dialer for automatically logging and recording all calls across sales and support staff.
  • Data Migration for securely migrating existing CRM data into IRIS CRM.

It’s our job to help your business get the most out of a CRM. That’s why we’ll work with you to align with services your team can use and grow alongside over time.

Fast and Easy Set Up

Once you’ve chosen the plan and pricing that makes sense for your business goals, leave the set up to us. With a robust implementation checklist in hand, the IRIS CRM team provides a fast turnaround time of 5-10 business days. And if you’ve opted for data migration, rest assured that we’ll have your agents and support staff ready to pick up exactly where they left off.

Ready to price out a plan? Contact our team for a demo or call 888-870-9978 today.

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