Starter
- 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
- 2 Hours of Client Success
- Knowledge Base
- LiveChat and Email Support
Enterprise
More than 2,000 merchants?
- Unlimited Users
- Included in Enterprise:
- Everything in Starter and Pro, plus:
- Custom Pricing
- 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
- 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
Pro
- $799/month
- 2,500 Visitor Tracking Credits
Enterprise
- $999/month
- 5,000 Visitor Tracking Credits
Email Validation
- Remove Incorrect Emails
- Avoid Spam Traps
- Drastically Reduce Bounces
- Over 90% Accurate
Starter
- $299/month
- 10,000 Email Validation Credits
Pro
- $499/month
- 25,000 Email Validation Credits
Enterprise
- $899/month
- 50,000 Email Validation Credits
Electronic Signature
Sell more and work less. Send electronic contracts in seconds while streamlining your sales and and merchant boarding cycles.
Contact SalesIntegrated Dialer
Simply click to place a call! Automatically log and record all your calls while using metrics to improve your teams' performance.
Contact SalesData Migration
IRIS CRM Data Migration Service helps you migrate your existing CRM database to your IRIS site quickly and securely.
Contact SalesOn-Site Setup
Get started right: Our team at your location. Shorten the learning curve and drive adoption.
Contact SalesJoin 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.