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

Tag: payment processing

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 […]

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 […]

ISO Agents: Selling Merchant Services Independently ISO Agents: Selling Merchant Services Independently
Read MoreISO Agents: Selling Merchant Services Independently

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 […]

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. […]

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 […]

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 […]

What is a Payment Gateway? What is a Payment Gateway?
Read MoreWhat is a Payment Gateway?

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, […]

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 […]

What Can TurboApp Do For Your ISO? What Can TurboApp Do For Your ISO?
Read MoreWhat Can TurboApp Do For Your ISO?

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 […]

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 […]

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 […]

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 […]

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, […]

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 […]

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.  […]

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