Starter
$549/ month
billed quarterly
For sales offices that do not need processor integrations or residual calculations.
Contact Sales
- Unlimited Users
- Included in Starter:
- White Labeled CRM with SMS Messaging
- Unlimited Leads with Emailing
- Unlimited Document Storage
- Integrated Calendar
- Internal Helpdesk
- Sales Pipeline Reporting
- Proposal Generator Tool
- 1 Hour of Customer Success Implementation
- Sales Metrics
- Knowledge Base and Email Support
Enterprise
More than 2,000 merchants?
Includes the support requirements needed for Enterprise customers.
Contact Sales
- Unlimited Users
- Included in Enterprise:
- Everything in Starter and Pro, plus:
- Priority Support
- Single Sign On (SSO)
- 8 Hours of Customer Success Implementation
- Existing CRM Data Migration
- Contact us at 888-870-9978
for an Enterprise quote.
Add-Ons
Add any of these to our core plans
Data Migration
Integrated Dialer
Electronic Signature
On Site Implementation & Training
Additional Private Training Webinars
Join Over 100 ISOs using IRIS CRM
Frequently Asked Questions
What is an active merchant?
An active merchant is any merchant for which services such as residual income calculations, portfolio reporting or merchant on-boarding are performed.
How long is the subscription?
A minimum of one year. Customers who can commit to at least a full year are more successful in the long run. Your long-term success is our goal so we encourage best practices to support that goal.
How long does it take to get started?
IRIS CRM has a very quick turnaround time. We will have you up and running within 5-10 business days of receiving a completed implementation checklist.
Does IRIS CRM provide data migration services?
Yes, our implementation team has performed many data migrations from a variety of CRMs. Your team will be able to pick up right where they left off.