Payments management made easy.

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

IRIS CRM continues to evolve with new features that increase the ROI for our clients.

Pay for active merchants, not users.

The Plan

Unlimited Users

Every processor integration included. Streamline your sales and merchant support.

ISO CRM FEATURES

Residual Calculations (All Major Processors Supported)

Residuals Reporting Portal
ISO & Agent Profitability Reporting
Assign Default Splits To Agents
Add Credit & Debit Entries
Easy Agent Buy Rate Updates
Residuals Backups & Versioning
Gross & Net Split Calculations
Residuals Growth Analytics
Direct ACH Payments to Agents

Merchant Boarding (TurboApp Supported Processors)

Fiserv - Omaha & North
FIS (Legacy Worldpay / Vantiv)
Paysafe (Legacy iPayment)
Priority Payment Systems (VIMAS)
TSYS
TSYS (Legacy TransFirst)

Merchant Transaction Reporting (Supported Processors)

ACI
Elavon
First American Payment Systems
FIS (Legacy Worldpay / Vantiv)
Fiserv Canada
Fiserv Omaha & North
Merchant e-Solutions
Nuvei
Paysafe (Legacy iPayment)
Paysafe (Legacy MCPS)
Paysafe (Legacy MeritCard)
Priority Payment Systems (VIMAS)
REPAY (Legacy TriSource)
TSYS
TSYS (Legacy TransFirst)

Additional Integrations

Ascentium Capital
Authorize.Net
ControlScan
Encytro (Legacy PCI Compliance LLC)
Fundomate
Paytrace

CRM For Leads & Merchants

Business Lifecycle Management
Automated Status Triggers
Lead Notes With Attachments
Website Visitor Tracking
Outlook and Google Integrations
Customizable Fields & User Access
Customizable Lead Status States
CSV and API Mass Import Options
Proposal Generator
Manage Unassigned Leads
Pricing Templates
Dupe Checker

Merchant Reporting

Transaction Reporting
Dispute Reporting
Merchant Profitability
PDF Statements
Merchant Profile Demographics
Starting Processing Alerts
Stopped Processing Alerts
Lifetime Merchant Tracking
Residual Split Assignments

ISO Call Center (Optional Add-On)

Click to Call & Continuous Dialing
Inbound & Outbound Phone System
Local Presence Phone Numbers
Outgoing Call Queues
Unlimited Voicemail Drops
Call Recording By Area Code
Call Outcome Dispositions
Whisper & Barge In
Interactive Call Trees
Call Waiting Queue
Personal Extensions
SMS Forwarding

Helpdesk

Integrated Helpdesk System
Customizable Ticket Types
Customizable Ticket Checklists

Integrated Email & Calendar

Sync Google or Outlook 365 Calendar
Sync Gmail or Microsoft Outlook Email
Gmail Chrome Extension
Email Validation
Scheduled Emails
Email Templates
Create Events For Others
Event Reminders

Document Management

Upload & Share Documents
Sort Documents By Categories
Document Labels & Permissions
Document Preview

Chat

Live Chat
Tech Hub

CRM Extensions

Lead API
Merchant API
POST API
Zapier

SMS

Send SMS Messages
Configure SMS Templates
SMS Forwarding

Merchant Management

MerchantTracker
My Merchants Reporting
Merchant Importer
White Labeled Merchant Portal

User Management

User Account & Permission Management
Manage User Groups
Notifications Configuration

Sales Tools

E-Signature Forms
Virtual Payments
Recurring Invoicing
Training Slideshows

Sales Reporting

Appointment Board
Custom Lead Dashboards
Sales Metrics
Email Metrics
Dialer Metrics
SMS Metrics

Security

Office IP Security
Business Hours Only Access
Security Alerts
Who is Online Activity
2-Step Verification

System

Single Sign On
Mobile App
Speech Recognition
Global Search
CRM Assistant
Voice Commands
View System As Another User
System Status Updates

Add-Ons

Add any of these to our core plans

Email Validation

Email Validation

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

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 helps your business migrate all of its records from an existing CRM into IRIS CRM.

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As Seen On:

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Join Over 200 ISOs Using IRIS CRM

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