Tag: Featured Functionality

IRIS CRM - NMI
Featured Article NMI Acquires IRIS CRM, Expanding Deeper in the Commerce Value-Chain

To meet increased demand for full commerce enablement solutions, NMI and IRIS CRM’s joint offerings better enable ISO, ISV, bank and fintech partners SCHAUMBURG, IL – JANUARY 18, 2022 – NMI, a leading full commerce enablement technology company, today announced it has acquired IRIS CRM, a premier merchant services CRM and comprehensive merchant management platform […]

Gmail & Outlook Tips and Email Integrations to Save Time Gmail & Outlook Tips and Email Integrations to Save Time
Read MoreGmail & Outlook Tips and Email Integrations to Save Time

Email is a necessity of modern business, but despite the level of dependence we have on it, it’s notoriously inefficient. Gmail and Outlook are the two undisputed kings of business email today, and both include tools designed to help you chip away at the inefficiencies of the medium. The following is a list of five […]

IRIS CRM & Quickbooks Invoice Guide IRIS CRM & QuickBooks Invoice Guide
Read MoreIRIS CRM & QuickBooks Invoice Guide

Sending invoices and collecting payments is a vital part of running your business, meaning it’s important that you have the right tools for creating, sending, processing, and tracking all of your clients’ invoices and payments. IRIS CRM offers built-in invoicing and payment features that work hand-in-hand with the customer relationship management functionality to provide a […]

Invoicing & Payment Enhancements Invoicing & Payment Enhancements
Read MoreInvoicing & Payment Enhancements

Accepting invoice payments outside of IRIS CRM’s integrated payment options? Track the external cash, check, credit card, and ACH payments you receive by manually marking invoices as paid in IRIS CRM. Keep your CRM up-to-date and aligned with your accounting tools with our improved invoicing & payments functionality!  Easily track all key payment information including […]

Automated Fiserv Payment Facilitator Residuals Calculations Automated Fiserv Payment Facilitator Residuals Calculations
Read MoreAutomated Fiserv Payment Facilitator Residuals Calculations

IRIS CRM has further enhanced the Residuals module to include Automated Residuals Calculations for Fiserv Payment Facilitators. IRIS CRM combines PayFac’s expense and revenue reports from Fiserv and automatically calculates their residuals so they don’t have to.  Payment Facilitators will now conveniently see both their PayFac and ISO portfolios in one, central location within IRIS, […]

August 2021 Product Updates August 2021 Product Updates
Read MoreAugust 2021 Product Updates

With the dog days of summer behind us and the end-of-summer blues setting in, IRIS CRM has 6 new product updates to lift your spirits. These new features bring subtle, yet impactful convenience so your brain doesn’t need to work harder than it should while soaking up the last of the summer sun.  August’s product […]

Unified Lead & Helpdesk File Management Unified Lead & Helpdesk File Management
Read MoreUnified Lead & Helpdesk File Management

After several feature requests and numerous weeks of work, IRIS CRM is thrilled to announce multiple new features for improving file management within your CRM. These improvements include: Helpdesk Files Linked to Lead Records Editing File Names and Labels Helpdesk File Permissions Helpdesk Files Linked to Lead Records Previously when a file was uploaded to […]

NMI Integration with IRIS CRM for Gateway Onboarding NMI Integration with IRIS CRM for Gateway Onboarding
Read MoreNMI Integration with IRIS CRM for Gateway Onboarding

IRIS CRM, the payments industry’s leading CRM, is known for its constant development and innovative feature additions. The IRIS team has answered the call of ISOs once again by adding an NMI integration that seamlessly connects the CRM’s ticketing system to NMI’s merchant onboarding system.  With the new NMI integration, IRIS CRM ISOs can now […]

Additional Lead Status Restrictions for User Classes are Now Available! Additional Lead Status Restrictions for User Classes are Now Available!
Read MoreAdditional Lead Status Restrictions for User Classes are Now Available!

Further building on our recently released feature Locking Lead Editing Based On Lead Status, we’re excited to announce additional lead status settings for controlling which user classes can use a status and/or see the leads within a status, allowing you to focus your team on the statuses and leads they need to work efficiently.  The […]

All About Digital Merchant Onboarding All About Digital Merchant Onboarding
Read MoreAll About Digital Merchant Onboarding

The merchant onboarding process is the first exposure an independent sales organization’s (ISO’s) payment processing partners get to a new merchant. It’s an important touch because it launches the underwriting process that determines whether or not working with the new merchant is worth the risk. Payment processors aren’t desperate, and they can afford to be […]

Enhanced E-Signature Experience Enhanced E-Signature Experience
Read MoreEnhanced E-Signature Experience

IRIS CRM is proud to provide an Enhanced E-Signature Experience for both users and merchant signers. Our new enhancements benefit both single-signer and multi-signer e-signature documents.  The new features in this release include: Edits made directly within the e-signature URL will be auto-saved Preview shows the latest version of the document with all changes Separate […]

Best Practices in Merchant Onboarding Best Practices in Merchant Onboarding
Read MoreBest Practices in Merchant Onboarding

Merchant onboarding is one of the most important processes independent sales organizations (ISOs) perform on a daily basis. Onboarding merchants effectively, efficiently, and accurately ensures a reliable underwriting process and maximizes the chances of merchant approval and, in turn, the growth of an ISO’s portfolio. Unfortunately, the traditional merchant onboarding process is slow, cumbersome, error-prone, […]

Deposit & Adjustment API Date Filter Deposits API Date Filter
Read MoreDeposits API Date Filter

We are excited to announce that the IRIS CRM Open Deposits API now includes the ability to report on custom date ranges. Previously, month and year were the only options to select. In your query, you can now set the day for the start of your search as well as the end date.  Check out […]

Volume and Avg. Ticket in Portfolio Activity for Non-Integrated Processors New Enhancement: Volume and Average Ticket in Portfolio Activity for Non-Integrated Processors
Read MoreNew Enhancement: Volume and Average Ticket in Portfolio Activity for Non-Integrated Processors

IRIS CRM’s powerful Portfolio Activity monitoring feature has now been enhanced to increase accuracy and give clients a more accurate view of retention and growth by adding the volume and average ticket for non-integrated processors. Portfolio Activity provides a quick view of how much business you anticipate to add or lose for a given time […]

Esquire Bank Document Upload Automation for ISOs New Integration: Esquire Bank Document Upload Automation for ISOs
Read MoreNew Integration: Esquire Bank Document Upload Automation for ISOs

IRIS CRM is very proud to announce a new integration to accelerate the merchant boarding process, Esquire Bank Document Upload Automation for ISOs! Many ISOs submit compliance documents to Esquire Bank as part of their TSYS onboarding process. In the past, administrators needed to download the necessary data for the batch of merchants they were […]

Top 10 IRIS CRM Integrations Top 10: IRIS CRM Integrations
Read MoreTop 10: IRIS CRM Integrations

Customer resource management (CRM) tools are all about saving time by letting users do more throughout the day from a single, centralized point of control. With that in mind, IRIS CRM has been developed with built-in integrations with many of the most important third-party service providers that ISOs interact with daily. Those integrations enable IRIS […]

2021: IRIS CRM Top 22 Features Recap 2021: IRIS CRM Top 22 Features Recap
Read More2021: IRIS CRM Top 22 Features Recap

The team at IRIS CRM is always focused on one thing more than any other: consistently providing more value and a better user experience for our clients. That’s why we are excited to share twenty-two of our favorite features that drive a lot of value for IRIS CRM users today. The following features will help […]

Add Merchant Data for Non-Integrated Processors New Feature: Add Merchant Data From Residual Import for Non-Integrated Processors
Read MoreNew Feature: Add Merchant Data From Residual Import for Non-Integrated Processors

We’re excited to announce a new feature for your favorite Merchant Services CRM! Merchant data imported via Residual Import will now be incorporated into IRIS CRM’s advanced reporting suite, even if the merchant is using a processor that is not integrated into IRIS CRM. Every ISO owner needs to be able to quickly and accurately see […]

IRIS and Authorize.Net How to Start Reselling Authorize.net Gateway Services with IRIS CRM
Read MoreHow to Start Reselling Authorize.net Gateway Services with IRIS CRM

Most people in the merchant services industry are very familiar with Authorize.Net. The popular gateway provider has been providing quality service to the marketplace since 1996, driving billions of transactions to processing networks in the years since. Merchants are also likely to be familiar with Authorize.Net as one of the most established brands in the […]

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