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.

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

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

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
Dimitri Sign
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.

  • Started using
    iris crm
    2+ YEARS AGO
30
More merchant approvals
with IRIS CRM in 2019

Sell Faster Sell Smarter

ISO Pro Plan

Phone System Plans

5,000 minutes
Included with
Subscription
5,000 minutes
per month
Unlimited Users
Includes
One Local
Phone Number
Not enough minutes?
Upgrade to a
larger plan.
15,000 minutes
499 / month
+ 10,000 minutes
per month
Unlimited Users
Includes
One Local
Phone Number
Each additional
thousand - minute
block is $35
30,000 minutes
899 / month
+ 25,000 minutes
per month
Unlimited Users
Includes
One Local
Phone Number
Each additional
thousand - minute
block is $35
Toll free and local presence phone numbers are available at an additional cost.

ISO CRM FEATURES

Residual Calculations (All Major Processors Supported)

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

Merchant Boarding (TurboApp Supported Processors)

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

Merchant Transaction Reporting (Supported Processors)

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

Additional Integrations

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

CRM For Leads & Merchants

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

Merchant Reporting

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

ISO Call Center
(5,000 Minutes Included)

  • Click to Call & Continuous Dialing
  • Outgoing Call Queues
  • Call Outcome Dispositions
  • Call Waiting Queue
  • Inbound & Outbound Phone System
  • Unlimited Voicemail Drops
  • Whisper & Barge In
  • Personal Extensions
  • Local Presence Phone Numbers
  • Call Recording By Area Code
  • Interactive Call Trees
  • 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
  • Create Events For Others
  • Scheduled Emails
  • Email Templates
  • Event Reminders

Document Management

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

Chat

  • Live Chat
  • Tech Hub

CRM Extensions

  • Lead API
  • Zapier
  • Merchant API
  • POST API

SMS

  • Call Waiting Queue
  • Personal Extensions
  • SMS Forwarding

Merchant Management

  • Merchant Tracker
  • White Labeled Merchant Portal
  • My Merchants Reporting
  • Merchant Importer

User Management

  • User Account & Permission Management
  • Manage User Groups
  • Notifications Configuration

Sales Tools

  • Virtual Payments
  • Training Slideshows
  • Recurring Invoicing
  • E-Signature Forms

Sales Reporting

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

Security

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

System

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

Add-Ons

Add any of these to our core plans

Email Validation

Email Validation

Email Validation Email Validation

  • Remove Incorrect Emails
  • Avoid Spam Traps
  • Drastically Reduce Bounces
  • Over 90% Accurate
Get a Quote
Electronic Signature

Electronic Signature

Electronic Signature Electronic Signature

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

Get a Quote
Integrated Dialer

Integrated Dialer

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.

Get a Quote
Data Migration

Data Migration

Data Migration Data Migration

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

Get a Quote

As Seen On:

Join Over 250 ISOs Using IRIS CRM

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Frequently Asked Questions

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