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

Tag: merchant services CRM

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 […]

Top 22 Features For 2022 Top 22 IRIS CRM Features For 2022
Read MoreTop 22 IRIS CRM Features For 2022

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 […]

Remote Work in 2022: The Future of WFH as the Pandemic Winds Down Remote Work in 2022: The Future of WFH as the Pandemic Winds Down
Read MoreRemote Work in 2022: The Future of WFH as the Pandemic Winds Down

If 2021 had a theme, it was the global covid-19 pandemic transitioning from something novel and unknown to something we knew and were learning to live with. Now, with another year behind us, the theme of 2022 is set to be the application of the lessons we’ve learned throughout the pandemic in a post-pandemic world. […]

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 […]

Unassign User With Status Age Trigger Unassign User With Status Age Trigger
Read MoreUnassign User With Status Age Trigger

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 […]

Tips for Providing The Best Customer Support Possible to Merchants Tips for Providing The Best Customer Support Possible to Merchants
Read MoreTips for Providing The Best Customer Support Possible to Merchants

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 […]

Merchant Services CRM: What to Look for When Choosing a New System Merchant Services CRM: What to Look for When Choosing a New System
Read MoreMerchant Services CRM: What to Look for When Choosing a New System

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 […]

ISO Startup Guide Part 2: Exponential Growth with an ISO CRM ISO Startup Guide Part 2: Exponential Growth with an ISO CRM
Read MoreISO Startup Guide Part 2: Exponential Growth with an ISO CRM

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 […]

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 […]

Dispute Responder: The Importance of Online Chargeback Response Dispute Responder: The Importance of Online Chargeback Response
Read MoreDispute Responder: The Importance of Online Chargeback Response

When a customer is unhappy but can’t get a refund from a merchant, card companies give them the option of disputing the charges. When that happens, the card companies also give the merchant a chance to make the case for why the charge should be upheld – known as a dispute response. Unfortunately, many merchants […]

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 […]

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 […]

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 […]

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 […]

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 […]

Schedule Demo