IRIS CRM Has Moved To An Unlimited User Model!

In an unprecedented move for the CRM space, we will no longer be charging customers per person licenses! Our team has extensive knowledge of the credit card processing landscape and we know that our customers deal with agent churn and inactive users very frequently. With that in mind, we wanted to make an impactful change that would benefit […]

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2018 ETA Star Awards Technology Innovation Winner!

  Technology Innovation, IRIS CRM IRIS CRM was recognized for their technology that provides for creative solutions that promotes customer usability, increase profitability, or otherwise enable significant advances for the industry. IRIS CRM is a cloud-based application that helps companies in the payment industry close more deals, receive valuable analytics, and access payment networks through […]

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New Feature: PDF And Image File Previews In Browser

Your favorite Merchant Services CRM now comes with PDF and Image File Preview capability!   Preview your PDF files and images right in your browser, without having to download the files and then open them in a different application!   The new feature will save tons of time to users who work with a large number of […]

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New Enhancements: Merchant Portfolio Activity Monitoring

We have just added several enhancements to the IRIS CRM Portfolio Activity page!   The ability to monitor your portfolio’s activity is an important asset which helps ensure that new merchants are being set up quickly and that your portfolio continues to grow.   With the new batch of updates, we’ve added the ability to show the […]

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New Feature: Email Preview Text With Preheaders

Your favorite Merchant Services CRM now supports Email Preview Text with Preheaders!   An email preview text is a short summary text which follows the subject line when an email is viewed in the inbox. If you do not add a preview text to your email, then the recipient’s mailbox will show the first line of your […]

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Why Your CRM Should Support Call Center Software Integration

Choosing a specialized CRM specifically built around credit card processing services is a far more efficient choice in contrast with generalized tools for a broader array of businesses. One of the primary features that separate IRIS from other management platforms is our call center software integration. The IRIS Dialer integrates telephone sales and support with the broader […]

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