Pro
Featuring processor integrations and residual calculations for growing ISOs.
Unlimited Users
Included in Pro:
- Processor Integrations
- Residual Income Calculation
- Profitability Metrics
- White Labeled Merchant Portal
- Merchant Notifications
- Merchant Retention Module
- 1,000 Lifetime Visitor Tracking Credits
- 50 Lifetime Email Validation Credits
- Core Training Package Included
- 1 Application Mapped for E-Sign
- Core Support Plan Included
Enterprise
Provides enhanced functionality.
Everything in Pro, plus:
- API Access
- Single Sign On (SSO)
- Data Migration
| Manage | Pro | Enterprise |
|---|---|---|
| Manually Add and Assign Leads/Clients | ||
| Automatically Import Leads | ||
| Sales Metrics and Pipeline Reporting | ||
| Fully Built In Document Storage | ||
| Integrated Outlook and Google Calendars | ||
| Listen to Live Calls & Recordings | ||
| User Classes and Permissions |
| Engage | ||
|---|---|---|
| Automated Drip Engagement Emails | ||
| Revolutionary Power Dialer and Call Queues | ||
| Local Presence | ||
| SMS Templates | ||
| IRISCRM Sidebar Gmail Extension | ||
| Visitor Tracking |
Add-Ons
Add any of these to our core plans
Email Validation
Email Validation
- Remove Incorrect Emails
- Avoid Spam Traps
- Drastically Reduce Bounces
- Over 90% Accurate
Electronic Signature
Electronic Signature
Sell more and work less. Send electronic contracts in seconds while streamlining your sales and and merchant boarding cycles.
Integrated Dialer
Integrated Dialer
Simply click to place a call! Automatically log and record all your calls while using metrics to improve your teams’ performance.
Data Migration
Data Migration
IRIS CRM Data Migration helps your business migrate all of its records from an existing CRM into IRIS CRM.
As Seen On:
Join Over 200 ISOs Using IRIS CRM
