IRIS CRM ISO Management & Merchant Services Blog

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 […]

How Your Business Can Use Automated SMS as a Sales Tool How Your Business Can Use Automated SMS as a Sales Tool
Read MoreHow Your Business Can Use Automated SMS as a Sales Tool

If your ISO isn’t already using SMS as a key tool for communicating with merchants, you’re failing to offer them one of the most convenient, powerful, and preferred channels available today. Despite its effectiveness, many companies fail to leverage the power of SMS because they simply don’t want to deal with managing it. But, today, […]

TurboApp Residuals Splits Better ISO Management Through Residuals Reporting CRMs
Read MoreBetter ISO Management Through Residuals Reporting CRMs

The more you know about your operations, your residuals, and your finances, the better you and your management team can steer your ISO towards future growth and profitability. Unfortunately, the payments space is complex, and the sea of data generated from your processing partners, your residuals, your agents, and your merchants can be hard to […]

Automated SMS Status Triggers Automated SMS Triggers For Easy Lead Follow Up
Read MoreAutomated SMS Triggers For Easy Lead Follow Up

Get your message directly into the palm of your lead’s hands at just the right time without manually typing or sending texts one-by-one using IRIS CRM’s new Automated SMS Status Triggers.  SMS is a great way to communicate with leads, as most people have their cell phone with them all of the time. Therefore, SMS […]

Automated Underwriting: Why It’s So Important for Wholesale ISOs Automated Underwriting: Why It’s So Important for Wholesale ISOs
Read MoreAutomated Underwriting: Why It’s So Important for Wholesale ISOs

In its simplest terms, underwriting describes a company taking on financial risk in exchange for a fee. It happens constantly in countless industries – underwriting is a part of every credit card application, car financing, new insurance policy, mortgage, and many other parts of daily life. It’s also a part of payment processing.  Merchant underwriting […]

IRIS CRM July 2022 New Features IRIS CRM July 2022 New Features
Read MoreIRIS CRM July 2022 New Features

The IRIS CRM team is off to a busy start to the summer with numerous new features that make life easier, especially for administrators, including a couple of TSYS FSP specific features.  Clients can look forward to saving more time when managing their site and additional settings for tailoring the behavior of IRIS CRM to […]

Common Issues with ISO Residual Income Reporting Common Issues with ISO Residual Income Reporting
Read MoreCommon Issues with ISO Residual Income Reporting

Managing residuals is one of the most important aspects of maintaining ISO growth and maximizing long-term portfolio value. Unfortunately for many ISOs, the data they have access to on their own residuals is dense, jumbled, and poorly organized. Because of that, ISOs run into common problems when trying to use monthly residuals reports either as […]

How a Payment Processing CRM System Increases Your ISO Efficiency How a Payment Processing CRM System Increases Your ISO Efficiency
Read MoreHow a Payment Processing CRM System Increases Your ISO Efficiency

In the electronic payments space, competition for merchants is fierce, and ISOs often earn fractions of a penny on each transaction they facilitate. Yet, despite those tough conditions, opportunity abounds for ISOs able to find new ways to compete and operate more efficiently. Arguably the best tool available to help ISOs do that is a […]

What is Merchant Boarding in CRM? What is Merchant Boarding in CRM?
Read MoreWhat is Merchant Boarding in CRM?

Merchant boarding is the process of passing a business recruited by an ISO to a payment processor to be reviewed and set up with a new merchant account. Every business that signs up for a merchant account goes through onboarding, and while the goals of onboarding are always the same, the process may differ slightly […]

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 […]

Residuals Calculations – Manual vs. Automatic with IRIS CRM Residuals Calculations – Manual vs. Automatic with IRIS CRM
Read MoreResiduals Calculations – Manual vs. Automatic with IRIS CRM

Residuals are an ISO’s reason for operating, but they can also represent a major headache, especially as a portfolio grows and processor and agent relationships become more complex. As ISOs get bigger and bigger, the time and effort required to manually manage residuals data also skyrockets. Luckily, today’s payments technology solutions, like IRIS CRM, enable […]

IRIS CRM is Now Integrated with NMI for Gateway Merchant Onboarding NMI Full Commerce Integration – IRIS CRM’s New Super Power
Read MoreNMI Full Commerce Integration – IRIS CRM’s New Super Power

IRIS CRM and NMI have teamed up to offer ISOs a full commerce enablement solution that makes it easier than ever to open up new revenue streams, improve service offerings, and gain an advantage over the competition.  IRIS CRM offers integrated boarding capability for NMI’s full line of gateway products and value-added services, enabling ISOs […]

What is CRM? An ISO Approach What is CRM? An ISO Approach
Read MoreWhat is CRM? An ISO Approach

Customer resource management (CRM) describes a type of software that focuses on collecting and utilizing customer data to improve all aspects of sales and support. The modern world is data-driven, and, today, even the simplest interactions can generate a wealth of lead and customer data – data that can be mined and used for everything […]

Maverick Payments Reporting Integration New Integration: Maverick Payments Merchant Reporting
Read MoreNew Integration: Maverick Payments Merchant Reporting

IRIS CRM is excited to announce the release of our Maverick Payments reporting integration to bring even more merchant data directly into your IRIS CRM site.  ISOs working with Maverick Payments are now able to have merchant data automatically populated in IRIS CRM. Not only will you be able to see overall portfolio volume and […]

New Feature: IRIS CRM Releases Revolutionary Merchant Import API For Easy New Acquirer Integrations IRIS CRM Releases Revolutionary Merchant Import API For Easy New Acquirer Integrations
Read MoreIRIS CRM Releases Revolutionary Merchant Import API For Easy New Acquirer Integrations

IRIS CRM is thrilled to announce our revolutionary Merchant Import API which allows third-parties to become their own datasource within IRIS CRM by creating merchant data such as transactions, deposits, retrievals, chargebacks and statements. By adding the ability to create new merchants and push merchant data into an IRIS CRM site from an external source, […]

ISO vs. ISV: What Does Each Do in the Payments Ecosystem? ISO vs. ISV: What Does Each Do in the Payments Ecosystem?
Read MoreISO vs. ISV: What Does Each Do in the Payments Ecosystem?

ISO and ISV are two extremely common terms in the payments industry, but, despite a couple of common letters, the two acronyms describe companies that do very different work – independent sales organizations and independent software vendors. But while ISOs and ISVs have little in common on the surface, the rise of online digital payments […]

What is the Payment Facilitator Model and What Benefits Does it Offer? What is the Payment Facilitator Model and What Benefits Does it Offer?
Read MoreWhat is the Payment Facilitator Model and What Benefits Does it Offer?

Payment facilitators are intermediaries that provide value to the payments industry by matching merchants with electronic payment processing services. The payment facilitator model is a relatively new one that offers some notable benefits to both the merchants they serve and themselves – namely a faster, smoother process, and more control over pricing and merchant selection.  […]

Payments CRMs – What Makes Them Different from Generalist CRMs? Payments CRMs – What Makes Them Different from Generalist CRMs?
Read MorePayments CRMs – What Makes Them Different from Generalist CRMs?

What makes a payments CRM different from the dozens of non-industry-specific tools on the market today? At the highest level, customer resource management tools are software platforms designed to help sales organizations do more with the data generated from every interaction they have with a lead or customer. CRM as a practice and a technology […]

Zero-Code Web Form Builder Instant Merchant Onboarding With Zero-Code Web Forms!
Read MoreInstant Merchant Onboarding With Zero-Code Web Forms!

Create a seamless account creation process using IRIS CRM’s new Zero-Code Web Form Builder to instantly board merchants.  Our new Web Form Builder allows any of your admins, with zero coding skills necessary, to build a fully functional web form that is mapped to your lead fields in minutes. The end result is a clean, […]

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