Recent News: NMI Acquires IRIS CRM, Expanding Deeper in the Commerce Value-Chain

Tag: merchant services

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 […]

Merchant Reporting By Card Type Merchant Reporting By Card Type
Read MoreMerchant Reporting By Card Type

Dive deeper into your merchant reporting with the additional breakdown of card type volume and transaction count. From the My Merchants page, you can now add the volume and transaction for the major card brands to your merchant reporting, plus other trackable card types including Fleet Cards, Pin-Debit, EBT, and Gift Cards, as well as […]

Happy Holidays From IRIS CRM Happy Holidays From IRIS CRM
Read MoreHappy Holidays From IRIS CRM

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 […]

Agent Split Percentage Added to Residual Details Agent Split Percentage Added to Residual Details
Read MoreAgent Split Percentage Added to Residual Details

IRIS CRM residuals reporting for sub-ISOs just leveled up thanks to the addition of the agent split field in the Residual Details report. By having the agent split information available in the detailed residuals reporting, sub-ISOs can easily export the detailed report from the IRIS CRM site of the ISO they’re working with and import […]

ISO Startup Guide Part 1: Getting Started ISO Startup Guide Part 1: Getting Started
Read MoreISO Startup Guide Part 1: Getting Started

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 […]

Hiding and Disabling Statements for Merchant Users Hiding and Disabling Statements for Merchant Users
Read MoreHiding and Disabling Statements for Merchant Users

Take your merchant portal to the next level of customization with our newest improvement.  We are happy to announce that the visibility of the Statements tab for Merchant Users is now fully customizable.  Whether you would like your merchants to see Statements or not, access can now be controlled in seconds. You are now in […]

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 […]

Thank You WSAA Thank You WSAA!
Read MoreThank You WSAA!

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 […]

Understanding What a PayFac Does Understanding What a PayFac Does
Read MoreUnderstanding What a PayFac Does

New entrants into the payments industry have a lot of acronyms and contractions to sift through, and one that’s becoming more and more common is PayFac – short for payment facilitator. The PayFac model is readily gaining popularity across the industry, but merchants and industry pros alike who are more familiar with independent sales organizations […]

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 […]

What Is an Independent Sales Organization? What is an Independent Sales Organization?
Read MoreWhat is an Independent Sales Organization?

There are many moving parts in the payment industry, and keeping track of everyone involved in processing a credit card transaction can be a difficult task, especially for newer merchants just getting started. Independent sales organizations, or ISOs for short, are one of the most important types of business in the industry, and it’s important […]

IRIS CRM Integrations IRIS CRM – The Best Integrations in the Payments Industry
Read MoreIRIS CRM – The Best Integrations in the Payments Industry

IRIS CRM is the payments industry’s top CRM thanks to an unparalleled set of core features that enable independent sales organizations (ISOs) to streamline their operations, work smarter, and save time and money. But a big part of what makes IRIS CRM so popular is how it connects with other top platforms in the payments […]

Dispute Responder for Merchants of TSYS FSPs IRIS CRM Adds Merlink Integration to Dispute Responder for TSYS FSP ISOs
Read MoreIRIS CRM Adds Merlink Integration to Dispute Responder for TSYS FSP ISOs

After several months of work and much anticipation, IRIS CRM is thrilled to announce the latest enhancement to our Dispute Responder — Support For TSYS FSP ISOs! From new and updated dispute notifications to electronic replies and response reminders, Dispute Responder now has everything TSYS FSP merchants need to win more of their disputes to retain […]

How to Become a Registered ISO - Step by Step How to Become a Registered ISO – Step by Step
Read MoreHow to Become a Registered ISO – Step by Step

Becoming a registered ISO is a long-term goal for many independent agents that enter the payment processing game. Registered ISOs have the capability to grow and earn in ways their unregistered counterparts just can’t match, making registration extremely appealing. But what goes into the process? The following is an outline of the high-level steps you […]

IRIS CRM Call Center Software Features and Benefits IRIS CRM Call Center Software Features and Benefits
Read MoreIRIS CRM Call Center Software Features and Benefits

IRIS CRM — the payments industry’s number one customer resource management (CRM) platform — is known for its wide set of sales and productivity features, one of which is an integrated call center that provides all the functionality of a leading power dialer while connecting with and enhancing the CRM more seamlessly than any competing […]

Independent Sales Organizations Explained Independent Sales Organizations Explained
Read MoreIndependent Sales Organizations Explained

The payments industry can be complicated, and for something that takes a matter of seconds, there are a lot of moving parts involved in processing an electronic payment. One of those parts is the independent sales organization — or ISO. ISOs are an extremely important part of the payment processing ecosystem, but while most merchants […]

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 […]

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.  […]

Payments 101: What is a Wholesale ISO? Payments 101: What is a Wholesale ISO?
Read MorePayments 101: What is a Wholesale ISO?

ISOs are companies that resell merchant services on behalf of payment processors, handling merchant acquisition and ongoing service. They act as a middle layer between merchants and processors, allowing a small handful of major payment processors worldwide to interact with millions of merchants — something that would be impossible for most processors to do effectively […]

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