How Many Active Merchants Do You Have?

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$549/ month
billed quarterly
For teams that don't 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
  • Proposal Generator
  • Sales Metrics & Pipeline Reporting
  • Internal Helpdesk
  • 1 Hour of Client Success
  • Knowledge Base
  • LiveChat and Email Support


$729/ month
billed quarterly
Featuring processor integrations and residual calculations for growing ISOs.
Contact Sales
  • Unlimited Users
  • Included in Pro:
  • Everything in Starter, plus:
  • Processor Integrations Enabled
  • Residual Income Calculation
  • Profitability Metrics
  • White Labeled Merchant Portal
  • Merchant Notifications
  • Merchant Retention Module
  • 4 Hours of Client Success
  • 1 Application Mapped for E-Sign
  • Phone Support


More than 2,000 merchants?

Includes the support requirements needed for Enterprise clients.
Contact Sales
  • Unlimited Users
  • Included in Enterprise:
  • Everything in Starter and Pro, plus:
  • Priority Support
  • Single Sign On (SSO)
  • Data Migration
  • Contact us at 888-870-9978
    for an Enterprise quote.


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.

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