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Since 2010, our passion has been to help ISOs improve their efficiency.

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ISO Pro Plan

Starting at $1,499 Per Month
Unlimited Users
Simple Per Merchant Per Month Pricing
Every Processor Integration
Residuals Income Calculations

TurboApp Direct Processor Boarding
Portfolio Transaction Reporting
Residual Income Calculations
Residuals Profitability Metrics
Private Label CRM Portal

Sell Faster | Sell Smarter

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Number of New Merchants Added: Per Month

How much time can your ISO save with IRIS CRM?

1 - Residual Calculations

Iris CRM

IRIS CRM significantly optimized the process of residual income reporting. Thanks to this, our users can easily calculate residual income in a few minutes. In addition, the system allows you to create a complete overview of income for your purpose.

Time spent

0.0 hours/month

Without Iris CRM

Our overview showed that most popular CRM systems do not have such functionality. A survey among other merchants showed that bulky Excel tables are most often used to obtain residual reports. It is time-consuming and increases the probability of error.

Time spent

0 hours/month

2 - Merchants onboarding

Iris CRM

IRIS CRM is able to significantly accelerate the merchant onboarding process for both the merchant and the ISO. This is possible thanks to the integration of our system with the merchant boarding portals of the major payment processing companies.

Time spent

0 hours/month

Without Iris CRM

Other CRM systems cannot boast having such functionality. You can only perform the onboarding process manually.

Time spent

0 hours/month

3 - Email Communication

Iris CRM

It’s no secret that sending emails can take a huge amount of time. With our CRM, you can quickly send pre-prepared email templates to your reps, leads, and merchants. You can create the required number of templates and edit them as needed.

Time spent

0 hours/month

Without Iris CRM

Most CRM systems are limited in the ability to create email templates by user type. In addition, according to our survey, 80% of ISO companies still continue to send all letters manually using the usual mail service.

Time spent

0 hours/month

4 - SMS Communication

Iris CRM

IRIS CRM is also tooled with automatic sending SMS messages. Your sales reps can send a message directly from the card with information about each lead in two clicks. Users can create an unlimited number of templates that will provide a process of continuous communication.

Time spent

0.0 hours/month

Without Iris CRM

Time spent

0 hours/month

5 - PHONE SYSTEM

Iris CRM

IRIS CRM has an integrated call center, including a huge variety of useful communicational tools. The system allows you to contact up to 3 times as many merchants, save conversation records, review and measure agent production.

Time spent

0 hours/month

Without Iris CRM

Call center functionality is not an innovation; you can meet it in any CRM system. But, unfortunately, not all of those solutions have such useful functionality as real-time monitoring & reporting, measuring agent production, speech recognition and more.

Time spent

0 hours/month

6 - SIGNING APPLICATIONS

Iris CRM

Thanks to IRIS CRM, you can quickly send agreements to your customers and leads in a few clicks. And getting them back already signed is significantly faster.

Time spent

0 hours/month

Without Iris CRM

Paper deals are long gone. The process of signing a paper agreement is time-consuming and involves a number of difficulties.

Time spent

0 hours/month

7 - CLIENT INVOICING

Iris CRM

IRIS CRM allows you to generate an invoice for a client in just a few clicks. For your convenience, you can create invoice templates in the system and edit the information in them. You can set the invoice sending frequencies and view the sending history.

Time spent

0 hours/month

Without Iris CRM

Usually, the invoicing functionality is not integrated with the CRM system. For this, special accounting programs are used for which special skills of use are needed. At the same time, many companies still issue paper invoices to customers.

Time spent

0 hours/month

8 - PROPOSALS MANAGEMENT

Iris CRM

The Proposal Generator empowers your agents to easily provide clear and detailed proposals for your merchants. The user has the opportunity to generate a document directly in the lead card or use a pre-prepared template.

Time spent

0 hours/month

Without Iris CRM

Creating a proposal from scratch for each merchant takes a lot of effort from a sales manager. This is not only labor-intensive but can also take a substantial part of the working time.

Time spent

0 hours/month

9 - HELPDESK

Iris CRM

Customer management is an important, albeit routine, manager task. IRIS CRM has found a way to optimize this process as much as possible. The ticket system and user-friendly interface help as quickly as possible to solve all the questions that arise for users.

Time spent

0 hours/month

Without Iris CRM

Without a systematic approach and special tools, customer management can turn into chaos for any company. This not only takes the time of employees but also carries serious reputation risks.

Time spent

0 hours/month

hours monthly
saved if you use
IRIS CRM

Message from the President of IRIS CRM

Dimitri Akhrin President of IRIS CRM

Above, we presented 9 most important functions that will help your employees get rid of the routine and save up to 488 hours of working time (per month). This is 122 hours a week and 24 hours a day.

Note that this is only a small part of the extensive IRIS CRM functionality. So, according to our research, ISOs which abandoned spreadsheets and use our CRM system, save up to 700 hours per month for employees of various departments.

Automation of the company’s employee’s activities can reduce employee errors when conducting transactions, such as an untimely call to the client, which entailed the loss of the order, the wrong discount amount.

In addition, our studies showed that ISOs that implemented IRIS CRM increased their merchant approvals by 30% during the 2019 year.