Tag: IRIS CRM

Residuals are a driving force behind one of the most important parts of the payments industry – independent sales organizations (ISOs). Residuals represent the reward that brings ISOs and new independent agents into the space, without whom a small handful of payment processors would be left to try to handle the millions of merchants across […]

After much anticipation and a lot of hard work, IRIS CRM is proud to share that we will be releasing our new user interface in the coming weeks. There is much to look forward to in the new UI as it’s not just a coat of paint on existing functionality, but is chock full of […]

Payment processing is a lucrative industry with opportunities abound and good money to be made at all levels of involvement. The entry point for many people looking to earn a slice of the payments pie is merchant service sales as an independent agent. Independent agents play an important role in assisting the larger players in […]

As your company starts 2022 with fresh energy and a strategic plan for how to achieve the year’s goals, it’s important to choose the right tools to succeed. IRIS CRM is the payment industry’s leading, all-in-one CRM solution with features to manage and automate your workflows from initial lead capture all the way through merchant […]

A new lead comes in and is automatically assigned to a rep to start working. One day passes… then another… a full week goes by and the lead’s status still hasn’t changed. IRIS CRM allows you to automatically assign another user to work the lead, however, the initial user remains assigned – until now! Automatically […]

IRIS CRM offers your ISO the ability to compete better in a tight payments industry by improving lead management and sales, merchant onboarding, residuals management, decision making, merchant service, and much more. But, unlike many CRMs, improving operations with IRIS CRM doesn’t tie your agents, managers, and operations staff to their desks, thanks to the […]

Payment processing is a competitive industry. The second a merchant leaves your ISO to switch to a competitor, you lose an ongoing source of residuals, making it crucial to your ISO’s growth and long-term value that you keep your merchants as happy as possible. With that in mind, the following are four simple but highly […]

As we approach the end of 2021, the IRIS CRM team wishes everyone Happy Holidays! At this time of the year there is always much to celebrate and be thankful for. This sense of joy, appreciation, and optimism is shared by the team at IRIS CRM, especially for our clients who have helped us build […]

Losing revenue to returns and chargebacks is not only a risk to your merchants, but your merchant services business as well. They are an inevitable part of running a business, but minimizing them is crucial to your bottom line. IRIS CRM’s new Risk Reporting helps you identify sources of risk in order to mitigate the […]

A merchant services CRM is a mission-critical piece of software for all modern ISOs looking to outcompete and outperform the rest of an extremely competitive industry. The core of any merchant services CRM is its suite of sales tools – lead management and sales process delivery tools that help your ISO find better leads and […]

In part one, we discussed the basics of getting your ISO off the ground, and the significant amount of time, work, and money that goes into becoming a registered ISO. In part two, we’ll look at what happens once you’re registered and it’s time to start recruiting. As difficult as the registration was, the real […]

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 […]

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, […]

Payment processing is big business, and while independent sales organizations (ISOs)  only earn a fraction of a percent on each of their merchants’ transactions, those residuals add up quickly into a lucrative monthly revenue source. But, if you’re looking at entering the industry to take advantage of the opportunity electronic payments represent, you may be […]

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 […]

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 […]

TurboApp is IRIS CRM’s built-in automated boarding tool, which integrates with seven top payment processors and puts blazing-fast merchant onboarding at the fingertips of even the most inexperienced ISO staff. TurboApp offers ISOs like yours a wide variety of benefits, covering everything from the speed of your onboarding process, to its accuracy and success, to […]

The IRIS CRM team had a fantastic time last week at WSAA 2021 connecting with long time industry friends and acquaintances as well as making many new connections. Speaking with other passionate payments industry professionals in-person for the first time in almost 2 years was invigorating for us and we’re excited about the many opportunities […]