New Feature: Merchant Data Sharing

Have you ever needed to transfer one or merchants from another IRIS CRM site to your site to support your merchants through a single source? IRIS CRM’s  Merchant Data Sharing feature is here to deliver client-to-client transfers quickly and securely without requiring IT resources to set up and maintain these data transfers.   ISOs with […]

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New Integration: Vantiv IQ

We are pleased to announce that IRIS CRM has completed its integration of Vantiv IQ Portfolio Reporting. ISOs can enable the Vantiv IQ Portal integration to automatically retrieve Worldpay merchants’ account information, retrievals, chargebacks, and statements on a daily basis. In addition to the Vantiv IQ Portal data source, your CRM also retrieves the merchants’ […]

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New Enhancements: Lead Recordsets

We have just added two important enhancements to the Lead Recordsets functionality in your favorite Merchant Services CRM.   A Recordset is a group of fields you specify such as the business Contacts or Equipment which frequently has more than one object.   Recordsets are shown on a special type of tab in IRIS CRM […]

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New Feature: Copy Existing Email Templates

Your favorite Merchant Services CRM has just received a new feature update—the ability to copy existing Email Templates.   By creating email templates in your CRM, you can save your sales reps tons of time and ensure consistent messaging from your team to your clients. You can also add your brand identity to your messages […]

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New Feature: Shape IRIS CRM’s Roadmap by Voting on Feature Requests and Bug Fixes

We are super excited to share that your favorite Merchant Services CRM now comes with a built-in feedback tool! CRM users can now share their feedback with the IRIS CRM team and other users by sending feature requests or bug reports right from the CRM. We encourage users to use the new feedback tool to […]

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New Integration: Priority Payments MX Connect Reporting

We are pleased to announce that IRIS CRM has completed its integration of Priority Payments MX Connect Merchant Portfolio Reporting!   ISOs can now view MX Connect merchant information, chargebacks, and daily batches with transactions right inside their Merchant Services CRM.   Enabling the new integration on your site takes only a couple of easy steps. […]

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New Enhancement: Google Maps Integration

Entering a client’s address information has just gotten easier. We are pleased to announce that your favorite Merchant Services CRM now integrates with Google Maps. The new integration enables you to automatically fill in the address fields by selecting matching search results returned by Google Maps.   Simply start typing the address in the address […]

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Automated Fiserv North Boarding Pricing Warnings

We have now added an additional layer of data validation for Fiserv North merchants, to ensure that the International and Association fees are filled in correctly before submitting an application. An application for boarding new merchants to a payment processor typically consists of hundreds of fields that need to be filled in. If you’ve ever […]

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New Enhancement: Upload Lead Files To TurboApp

The TurboApp has just received a new enhancement—the ability to upload lead files in new applications. The TurboApp offers a merchant boarding platform, enabling ISOs to board merchants to most of the major processors four to seven times faster than traditional manual entry, resulting in capacity improvements of up to 500%. With today’s update, we […]

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