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How Many Active Merchants Do You Have?

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Starter

$549/ month
billed quarterly
For teams that don't need processor integrations or residual calculations.
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  • 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
  • 500 Lifetime Visitor Tracking Credits
  • 25 Lifetime Email Validation Credits
  • 1 Hour of Client Success
  • Knowledge Base
  • LiveChat and Email Support
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Pro

$729/ month
billed quarterly
Featuring processor integrations and residual calculations for growing ISOs.
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  • 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
  • 1,000 Lifetime Visitor Tracking Credits
  • 50 Lifetime Email Validation Credits
  • 4 Hours of Client Success
  • 1 Application Mapped for E-Sign
  • Phone Support

Enterprise

More than 2,000 merchants?

 
Includes the support requirements needed for Enterprise clients.
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  • 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-Ons

Add any of these to our core plans

Visitor Tracking

Visitor Tracking

  • Identify Who Is On Your Website
  • Receive Realtime Notifications
  • Gauge Interest Using Page Views
  • Reporting & Page Duration Tracking
    • Learn more

Starter

  • $499/month
  • 1,000 Visitor Tracking Credits
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Pro

  • $799/month
  • 2,500 Visitor Tracking Credits
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Enterprise

  • $999/month
  • 5,000 Visitor Tracking Credits
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Email Validation

Email Validation

  • Remove Incorrect Emails
  • Avoid Spam Traps
  • Drastically Reduce Bounces
  • Over 90% Accurate

Starter

  • $299/month
  • 10,000 Email Validation Credits
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Pro

  • $499/month
  • 25,000 Email Validation Credits
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Enterprise

  • $899/month
  • 50,000 Email Validation Credits
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Electronic Signature

Electronic Signature

Sell more and work less. Send electronic contracts in seconds while streamlining your sales and and merchant boarding cycles.

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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.

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Data Migration

Data Migration

IRIS CRM Data Migration Service helps you migrate your existing CRM database to your IRIS site quickly and securely.

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On-Site Setup

On-Site Setup

Get started right: Our team at your location. Shorten the learning curve and drive adoption.

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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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