Tag: Benefits of using an integrated phone system with your crm tool

NMI Boarding is Better Together with IRIS CRM
Featured Article NMI Boarding is Better Together with IRIS CRM

After months of hard work and collaboration the NMI and IRIS CRM teams are proud to announce significant updates to the NMI payment gateway boarding integration. You are now able to use the power of the merchant data from your CRM in combination with the full suite of NMI boarding settings to make IRIS CRM […]

Most Popular
Customizable Merchant Tab Permissions
December 2, 2022

IRIS CRM is excited to announce that you can now fully customize the visibility of merchant tabs based on Group, User Class, and User for each processor your ISO is working with.  Previously, the visibility settings only allowed you to make a tab visible or not for all users, with no fine-grained permissions. Now, you […]

Shopping Around: What a Waning Trend in Customer Loyalty Means for Payment Companies
December 1, 2022

Like all industries, technology has unquestionably had an enormous impact on payments and financial services. But, in a sea of new apps, ecommerce systems, and digital options, perhaps the biggest impact new payments tech has had on the space has been less visible – or at least easier to ignore: waning customer loyalty. Where once […]

Automated TSYS Daily Fee Indicator Maintenance
November 30, 2022

IRIS CRM is happy to share our newest functionality for TSYS FSP ISOs to update your merchants’ Daily Fee Indicator without having to switch platforms. We have added a new ticket type – TSYS – Update Daily Fee Indicator (Auto) – that works like our other automated TSYS maintenance tickets. These ticket types allow TSYS […]

How ISO Agent Programs Help Sales Professionals Succeed in Payments
November 28, 2022

ISO agent programs help pair talented salespeople with independent sales organizations (ISOs) looking for help recruiting new merchants. They’re just one method of entry into the merchant services space, but they offer some notable benefits to independent agents, including simplicity, structure, security, and more. The following is a brief rundown of what ISO agent programs […]

Featured Functionality IRIS CRM Offers the Best Phone System for Independent Sales Organizations, Built Right Into the CRM September 20, 2019

Customer resource management tools have gained near-universal acceptance across all industries where sales and customer relations are key functions, and there are a number of great CRM tools on the market. But one unique feature that IRIS CRM brings to the table is the inclusion of a full-featured power dialer that provides a host of […]
Featured Functionality Payment Processing CRM With Integrated Phone System Auto Dialer August 13, 2019

One of the main goals of customer resource management is reducing wasted time and effort. While many CRMs do a good job of bringing together customer management tasks into a single platform, IRIS CRM, the industry leader in payment processor CRM technology, takes it a step further by including a fully-featured power dialer as well, […]
Sales Efficiency Why Your CRM Should Support Call Center Software Integration March 6, 2018

Choosing a specialized CRM specifically built around credit card processing services is a far more efficient choice in contrast with generalized tools for a broader array of businesses. One of the primary features that separate IRIS from other management platforms is our call center software integration. The IRIS Dialer integrates telephone sales and support with the broader […]
Schedule Demo