IRIS CRM ISO Management & Merchant Services Blog

Merchant Reporting Integration for Unified Payments ISOs
Featured Article Merchant 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 […]

Dispute Responder: The Importance of Online Chargeback Response Dispute Responder: The Importance of Online Chargeback Response
Read MoreDispute Responder: The Importance of Online Chargeback Response

When a customer is unhappy but can’t get a refund from a merchant, card companies give them the option of disputing the charges. When that happens, the card companies also give the merchant a chance to make the case for why the charge should be upheld – known as a dispute response. Unfortunately, many merchants […]

Agent Split Percentage Added to Residual Details Agent Split Percentage Added to Residual Details
Read MoreAgent Split Percentage Added to Residual Details

IRIS CRM residuals reporting for sub-ISOs just leveled up thanks to the addition of the agent split field in the Residual Details report. By having the agent split information available in the detailed residuals reporting, sub-ISOs can easily export the detailed report from the IRIS CRM site of the ISO they’re working with and import […]

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 […]

Gmail & Outlook Tips and Email Integrations to Save Time Gmail & Outlook Tips and Email Integrations to Save Time
Read MoreGmail & Outlook Tips and Email Integrations to Save Time

Email is a necessity of modern business, but despite the level of dependence we have on it, it’s notoriously inefficient. Gmail and Outlook are the two undisputed kings of business email today, and both include tools designed to help you chip away at the inefficiencies of the medium. The following is a list of five […]

IRIS CRM & Quickbooks Invoice Guide IRIS CRM & QuickBooks Invoice Guide
Read MoreIRIS CRM & QuickBooks Invoice Guide

Sending invoices and collecting payments is a vital part of running your business, meaning it’s important that you have the right tools for creating, sending, processing, and tracking all of your clients’ invoices and payments. IRIS CRM offers built-in invoicing and payment features that work hand-in-hand with the customer relationship management functionality to provide a […]

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 […]

Understanding What a PayFac Does Understanding What a PayFac Does
Read MoreUnderstanding What a PayFac Does

New entrants into the payments industry have a lot of acronyms and contractions to sift through, and one that’s becoming more and more common is PayFac – short for payment facilitator. The PayFac model is readily gaining popularity across the industry, but merchants and industry pros alike who are more familiar with independent sales organizations […]

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 […]

What Is an Independent Sales Organization? What is an Independent Sales Organization?
Read MoreWhat is an Independent Sales Organization?

There are many moving parts in the payment industry, and keeping track of everyone involved in processing a credit card transaction can be a difficult task, especially for newer merchants just getting started. Independent sales organizations, or ISOs for short, are one of the most important types of business in the industry, and it’s important […]

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, […]

Employee Spotlight: Implementation Leader Viktoriya Bela Employee Spotlight: Implementation Manager Viktoriya Bela
Read MoreEmployee Spotlight: Implementation Manager Viktoriya Bela

IRIS CRM is proud to recognize Viktoriya Bela who has been with IRIS CRM for over two years and the official implementation manager for the last year. Although the title is somewhat new, Viktoriya quickly became a customer onboarding specialist, beginning implementation work just a month after joining our Support team. IRIS CRM is proud […]

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 […]

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 […]

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