Tag: integration

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 […]

NMI Payment Gateway Integration Process Payments In IRIS CRM With NMI Payment Gateway
Read MoreProcess Payments In IRIS CRM With NMI Payment Gateway

IRIS CRM is happy to share that we have added NMI’s payment gateway as an option when taking payments through IRIS CRM. The new NMI Payment Gateway integration is easy to set up, simply follow the instructions detailed below or watch our video walkthrough. You will need access to the NMI Portal and admin-level permissions […]

Maverick Payments Reporting Integration New Integration: Maverick Payments Merchant Reporting
Read MoreNew Integration: Maverick Payments Merchant Reporting

IRIS CRM is excited to announce the release of our Maverick Payments reporting integration to bring even more merchant data directly into your IRIS CRM site.  ISOs working with Maverick Payments are now able to have merchant data automatically populated in IRIS CRM. Not only will you be able to see overall portfolio volume and […]

Agreement Express Integrates With IRIS CRM To Deliver Automated Underwriting Agreement Express Integrates With IRIS CRM To Deliver Automated Underwriting
Read MoreAgreement Express Integrates With IRIS CRM To Deliver Automated Underwriting

Agreement Express has recently announced a game-changing integration with IRIS CRM to its ScanXpress automated underwriting tool that will allow mutual customers of IRIS CRM and Agreement Express to significantly streamline and even fully automate their due diligence when onboarding new merchants, enabling unparalleled speed for underwriting and time-to-revenue. In essence, the integration between Agreement […]

Merchant Reporting Integration for Unified Payments ISOs Merchant Reporting Integration for Unified Payments ISOs
Read MoreMerchant Reporting Integration for Unified Payments ISOs

IRIS CRM has added yet another reporting integration to automate your portfolio management.  We are thrilled to announce that our Unified Payments reporting integration is now live! For ISOs working with Unified Payments, having reporting data populated directly to your IRIS CRM site is now possible. All you have to do is contact Unified Payments […]

What is a Payment Gateway? What is a Payment Gateway?
Read MoreWhat is a Payment Gateway?

Payment gateways are ecommerce solutions that connect customers, merchants, and payment processors to make the near-instantaneous handling of electronic payments possible. Some payment gateways are built directly into hosted ecommerce platforms, and some are third-party services that integrate with a seller’s merchant account and website. But, regardless of how a merchant employs a payment gateway, […]

Merchant Onboarding Tips: Improve New Merchant Boarding Efficiency Merchant Onboarding Tips: Improve New Merchant Boarding Efficiency
Read MoreMerchant Onboarding Tips: Improve New Merchant Boarding Efficiency

Merchant onboarding is the process of getting a freshly recruited merchant both approved and set up for payment processing with an acquiring bank. The merchant onboarding process happens both on the ISO and processor sides and sees the merchant go through initial submission, underwriting, eventual approval or denial, and the granting of a merchant account.  […]

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 […]

Improved TSYS Retail Reporting Integration Improved TSYS Retail Reporting Integration
Read MoreImproved TSYS Retail Reporting Integration

IRIS CRM is proud to share that we have released an improved version of our TSYS Retail Reporting Integration for ISOs and agents. We have updated the deposit reporting logic to utilize the exact transaction and ACH dates to improve the accuracy of the data displayed.  IRIS CRM now automatically reconciles the merchant’s transactions and […]

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 […]

IRIS CRM is Now Integrated with NMI for Gateway Merchant Onboarding New Integration: IRIS CRM Releases Direct Boarding To NMI Gateway
Read MoreNew Integration: IRIS CRM Releases Direct Boarding To NMI Gateway

We’re excited to announce the release of IRIS CRM’s NMI Gateway Boarding Integration! NMI is a leading unified commerce enablement platform that enables ISOs to add additional value for their merchants and serves as a private label payment gateway that provides many additional cutting-edge features to create new revenue. The latest capability of boarding merchants […]

Understanding What Zapier Can Do When Integrated with IRIS CRM Understanding What Zapier Can Do When Integrated with IRIS CRM
Read MoreUnderstanding What Zapier Can Do When Integrated with IRIS CRM

Customer resource management is all about making sales and operations more efficient by automating what you can and supercharging the effectiveness of the rest. IRIS CRM does it better than anyone, bringing lead management, email and scheduling, billing and payments, marketing, and much more into a single platform. It even includes an industry-leading power dialer. […]

IRIS CRM Zapier How to Use Zapier for Your Merchant Services Business
Read MoreHow to Use Zapier for Your Merchant Services Business

You may already be familiar with the variety of tools and services IRIS CRM integrates with. But if you haven’t checked in recently, you’ve likely missed out on some pretty big additions to the lineup. One such addition we’ve made available to our customers as of this year is Zapier. In this article, we’ll show […]

New Feature: First Data Global Download System (GDS) Integration New Feature: First Data Global Download System (GDS) Integration
Read MoreNew Feature: First Data Global Download System (GDS) Integration

We are pleased to announce that availability of the new First Data Global Download System (GDS) Integration! The new integration enables First Data Merchants to create terminal files using GDS.   Creating the terminal files is as simple as creating a new “File Build” ticket in the IRIS CRM Helpdesk, selecting the build options, and […]

New Feature: IRIS CRM Calendar & Google Calendar Integration New Feature: IRIS CRM Calendar & Google Calendar Integration
Read MoreNew Feature: IRIS CRM Calendar & Google Calendar Integration

We are excited to announce our latest feature, the release of a Google Calendar Integration! With this new integration, you can now sync IRIS CRM Calendars with your Google Calendar and watch the events appear. What’s more, when you create a new appointment or task in IRIS CRM, the Lead’s important contact information will automatically […]

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