Tag: new feature

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 […]

Automated Helpdesk Ticket Workflows Create Automated Helpdesk Tickets Using Status Triggers For Maximum Efficiency
Read MoreCreate Automated Helpdesk Tickets Using Status Triggers For Maximum Efficiency

Save your staff time and avoid forgotten tickets that are an essential part of your sales and merchant setup workflows with new Automated Helpdesk Ticket Workflows in IRIS CRM.  Using Lead Status Age and State Triggers, tickets can be auto-created based on where a lead is in your sales funnel or how long a merchant […]

Coming Soon: New User Interface Coming Soon: New User Interface
Read MoreComing Soon: New User Interface

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 […]

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 […]

IRIS CRM Risk Reporting New Feature: Risk Reporting
Read MoreNew Feature: Risk Reporting

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 […]

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 […]

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 […]

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, […]

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 […]

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 […]

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 […]

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 […]

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 […]

Search Lead Notes You Can Now Search Lead Notes in IRIS CRM!
Read MoreYou Can Now Search Lead Notes in IRIS CRM!

Lead notes are an important part of tracking information about your leads in IRIS CRM – now you can easily find the note you’re looking for using Lead Note Search! Lead notes track everything from user comments to appointment updates to email activity and much more. Between user and system notes, the number of notes […]

New Security Feature: E-Signature IP Address Reporting New Security Feature: E-Signature IP Address Reporting
Read MoreNew Security Feature: E-Signature IP Address Reporting

IRIS CRM is proud to announce a new security feature that will help your organization ensure the integrity of e-signed documents – E-Signature IP Address Reporting! With this new functionality, all e-signed documents that are sent and signed through IRIS CRM will log the sender and signer location along with their IP address. This will […]

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 […]

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