Tag: portfolio activity

Top 22 Features For 2022
Featured Article Top 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 […]

Enhance Portfolio Management with IRIS CRM Enhance Portfolio Management with IRIS CRM
Read MoreEnhance Portfolio Management with IRIS CRM

Things move fast in the payment processing industry. From increased competition among processors to mobile payment innovations, there’s no shortage of changes fueling growth and opportunity for businesses eager to hop on the bandwagon. But finding success as a payment services provider requires more than just getting in at the right time. You also need […]

Portfolio Activity Monitoring (1) Featured Functionality: Portfolio Activity Monitoring
Read MoreFeatured Functionality: Portfolio Activity Monitoring

Portfolio Activity Monitoring provides our clients with the information they need to make sure their portfolio is growing. Your success depends not only on how many businesses you sign, but how many you keep! Clients are able to see metrics in terms of transactions and volume. The booked volume chart shows clients how much volume […]

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