New Feature: Open API – Leads

Following the recent release of the Merchant API that we announced here, your favorite Merchant Services CRM now also features a Lead API!!   With the Lead API you now have the ability to pull and update IRIS CRM lead data by making simple REST calls!   This in turn opens the doors to endless possibilities for […]

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New Feature: Fundomate Merchant Funding Integration!

Get ready to earn thousands in monthly commissions from our new funding integration with Fundomate!!!   We are super excited to bring you our latest offering — Fundomate Merchant Funding Integration! 🙂 Help your merchants grow their business by enabling them to access up to $500K in funding from Fundomate without leaving your CRM portal! Our Fundomate integration […]

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New Dialer Enhancements: Call Waiting, Missed Call Reporting & Call Queues

We just added several new enhancements to the IRIS CRM Dialer!!   These enhancements include improved notifications of missed calls, call waiting and improved Dialer Metrics reporting.   Your agents will now find it even easier to manage their calls while making sure that no missed calls go unreturned. You can also keep track of […]

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New Feature: Tech Hub

We are pleased to announce that Tech Hub — a central place where ISOs can come together to chat and share ideas, insights, and other industry-specific information — is now available in your favorite Merchant Services CRM!   By engaging with fellow ISOs, valuable information and best practices may be shared which are mutually beneficial and can lead […]

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New Feature: Outlook Integration!

Our Outlook Integration is now here!   ISOs who use Outlook as their primary email client can now enjoy added flexibility when working with leads or while managing helpdesk tickets!   The new integration comes in the footsteps of the Outlook for Office 365 Calendar Integration that we had announced a while ago here.   Between the two […]

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New Enhancement: Same Day Funding With WorldPay – FastAccess Funding

Your favorite Merchant Services CRM has just received a new enhancement — merchants can now be boarded with the ability to receive same day funding when boarding using the FastAccess Funding option via the Vantiv TurboApp!   FastAccess Funding is a new solution from Vantiv (now WorldPay) that provides daily funding for merchant settlement. The solution replaces a […]

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New Enhancements: Visitor Tracking & Post Tokens

We’re back with more updates!!   As we recently announced here, your favorite Merchant Services CRM now enables you to be notified when your leads visit your website.   Building further on this functionality, we’ve now linked it to our POST Token feature, enabling you to collect information on your lead’s past website activity — […]

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Dialer Enhancement: Whisper & Barge In

Are you a sales rep whisperer?   Do you like to help your reps close that deal faster while they’re on the phone with their prospect?   If your answer is in the affirmative, then read on!   We are excited to share a new enhancement that has just been added to the IRIS CRM […]

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Send Agent Residual Payments Through IRIS CRM With Paya (Sage EFT)

Did you know that you can make residual payments to your users right from the Residuals page in IRIS CRM?   All you need to do is enable the Paya ACH (formerly Sage EFT) integration in a few easy steps and voilà — you can now send payouts to your agents in just a few clicks!   Details […]

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New Enhancements: Merchant Profitability & Residual Reporting

We have just added two important enhancements to your favorite Merchant Services CRM!   The new enhancements enable your support team and sales teams to view a more accurate profitability report and to view the payout information based on each user’s role and access level.   Let’s check it out!   Line Items & Profitability Reporting   […]

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New Feature: Merchant API

We have just added a major new feature in your favorite Merchant Services CRM — the Merchant API!!   Move your game to a whole new level by integrating your in-house or third-party applications with IRIS CRM!   The Merchant API provides numerous functions to access or to update your merchants’ information using simple REST […]

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New Feature: Visitor Tracking

We are excited to announce the addition of a cool new feature to your favorite Merchant Services CRM – Real-Time Visitor Tracking!   Get notified when your leads visit your website and see which pages they’re viewing in real time!   Reach out to your leads proactively at the best moment —while they are exploring your […]

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New Feature: CRM Email Validation

Your favorite Merchant Services CRM has just been updated with a new feature — the automated CRM email validation!   You can now make sure that your emails are sent out to valid email addresses and greatly improve your email delivery rates!   There are several places in IRIS CRM where you can perform the […]

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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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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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New Feature: SMS Forwarding

IRIS CRM now supports SMS forwarding!   Have your lead’s SMS messages forwarded to your mobile automatically and make sure you never miss a step!   You no longer need to log into IRIS CRM in order to view or respond to SMS messages. Instead, simply enable SMS forwarding in your User Settings and IRIS […]

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New Feature: CRM Email Metrics

We are excited to announce a new addition to your favorite Merchant Services CRM — the CRM Email Metrics!   With the new feature, you will now be able to get detailed insights into your users’ email activity and email delivery rates.   Take full control over your email strategies by checking on email campaigns and measuring […]

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New Enhancement: Adding Images In CRM Email Templates

After the winter break, we’re back with more new updates!   We have just improved the way in which images are added to CRM email templates, by adding the ability to paste or drag & drop images right into the template’s HTML editor!   You no longer have to spend time looking for a file […]

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New Enhancement: CRM Speech Commands

Your favorite Merchant Services CRM now supports Speech Commands!!   You can now open a specific IRIS CRM page, create a new task, add a lead note, and perform a bunch of other actions by simply speaking commands into your microphone.   IRIS CRM already comes with a speech-to-text functionality, as announced in our previous CRM […]

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New Enhancement: TSYS Real-Time Merchant Maintenance

We are pleased to announce a new feature in your favorite Merchant Services CRM — the TSYS Merchant Real-Time Maintenance!   You can now update your merchant’s TSYS account information in real-time without ever leaving IRIS CRM!   Here’s the lowdown.   Updating Merchant Data From The Merchant Details Page   To update your merchant’s information go […]

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New Feature: Gmail Integration!

The all-new IRIS CRM Gmail Integration is now here!   Connect your Gmail account to IRIS CRM in a few easy steps to begin sending and receiving emails right away!   All inbound and outbound emails will appear in IRIS CRM as new Lead Notes, including all email attachments and inline images.   Additionally, IRIS CRM is […]

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UI Redesign – Part I

Your favorite Merchant Services CRM just got a newly redesigned Administration page!   The redesign is a part of a larger initiative to refresh the IRIS CRM user interface and make it more sleek, modern, and easier to use.   Redesigning the Administration page was the phase one of this initiative. Phase two will be […]

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New Enhancement: CRM Field Change History

IRIS CRM now provides you with the ability to track the CRM Field Change History!   Add more clarity to your sales processes and resolve potential issues faster by seeing exactly who changed what fields and when!   Here is the lowdown.   Viewing the Field Change History   In order to view the changes made […]

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CRM Chat Moderation and Desktop Notifications

We have added two important improvements to the IRIS CRM Live Chat Integration!   Administrators now have the ability to ban users from a public chat room if they violate a chat policy, and also the ability to delete messages.   Additionally, incoming chat notifications will now pop up on your desktop even if you are not looking at an active […]

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New Enhancement: Important CRM Note Tagging

As promised, we’re back with more updates! This time we’ve improved the CRM notes functionality by adding the important CRM note tagging feature.   During a sales cycle, users typically create a large number of notes.  Additionally, the system itself generates different types of notes such as event notes, status notes, and others.   Between all such notes, […]

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New Enhancement: CRM Chat Permissions

We have just released the ability to configure CRM Chat Permissions!   The IRIS CRM chat feature is one of several communication tools that provide your team with a seamless communication capability, both with internal users and with your merchants.   With the new update, you can now fine-tune the chat permissions according to your needs. The chat permissions […]

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New Feature: A Calendar Text Box That Understands Language!

We are super excited to announce a new addition to your favorite Merchant Services CRM — a calendar text box that understands language! You can now set or reschedule lead events, helpdesk tasks, and calendar events by using language like “next Monday”. This will it make it easier and faster to set tasks but you can […]

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New Feature: CRM Speech Recognition

We have just introduced a super-cool new feature in IRIS CRM—the CRM Speech Recognition!   Put on your headset and watch the words you speak appear on your screen immediately—courtesy of the state-of-the-art speech recognition API!   The speech-to-text feature is only supported by Chrome and Android browsers. For an updated list of supported browsers please visit: […]

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New Enhancement: CRM Email Templates Auto Edit Mode

We have just introduced a new Auto Edit Mode option in the email template management!   With this option, the CRM email templates can now be opened automatically in edit-mode using the Quick Email button.   In this way, the users are now able to make edits in the email quicker, without having to make […]

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New Feature: IRIS CRM Live Chat Integration!

We are super excited to announce the availability of IRIS Chat on your favorite Merchant Services CRM!   Your team members can now chat, instantly share files and images, and create group chat rooms.   The new CRM live chat integration will provide an instant boost to the way your team communicates. You’ll no longer need […]

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New Feature: CRM Lead Notes Filter

Your Merchant Services CRM has just gotten a cool new feature — the CRM Lead Notes Filter!   Using the Note Filter you can now automatically show only the notes that belong to one or more Note categories that you select.  Save time to search for a specific note by simply selecting the category the note is in! […]

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New Feature: First Data Global Download System (GDS) Integration

We are pleased to announce that availability of the new First Data Global Download System (GDS) Integration! The new integration enables First Data Merchants to create terminal files using GDS.   Creating the terminal files is as simple as creating a new “File Build” ticket in the IRIS CRM Helpdesk, selecting the build options, and […]

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New Feature: Edit CRM Lead Notes

We have just added a new important feature in your Merchant Services CRM — the ability to Edit CRM Lead Notes!   You can now update existing notes by adding/deleting text or images and you can also notify selected users about the new edits automatically. Additionally, all note edits are saved and can always be viewed in […]

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New Feature: Merchant Dispute Reporting

As promised, we’re back with more updates! This time we’ve implemented a Merchant Dispute Reporting feature, enabling IRIS CRM users to view merchant’s retrieval and chargeback information in a single unified report! The ability to view retrievals and chargebacks in a centralized report will enable users to manage and monitor their merchant activity more easily and efficiently. […]

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New Enhancement: Make Required CRM Fields

The IRIS CRM Lead form has just gotten a new addition – the ability to Make Required CRM Fields! With this enhancement, you can now ensure that leads will not be created with any missing information important to your business!   Let’s take a look at the new functionality.   Configuring a Required Field   Configuring a required […]

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New Feature: IRIS CRM & Microsoft Outlook For Office 365 Calendar Integration

We are excited to announce the release of our Microsoft Outlook For Office 365 Calendar Integration with your Merchant Services CRM! Watch your IRIS CRM Calendar tasks and appointments appear in Outlook Calendar instantly and vice versa. Your Outlook events can now automatically pull in the important Lead information from IRIS CRM, including the Lead’s contact […]

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New Enhancement – CRM Calendar Reminder Settings

IRIS CRM users are now able to manage their own CRM Calendar Reminder Settings!   Previously all reminders would pop up 15 minutes before the event due time and this was the default setting built into the system. With the new notification settings each user is now able to set their own reminder settings according to […]

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New Integration: Elavon Merchant Portfolio Reporting

We are happy to announce that IRIS CRM has completed its integration of Elavon Merchant Portfolio Reporting! With the new integration Elavon ISOs are now able to view monthly merchant information, chargebacks and daily batches with transactions right inside their Merchant Services CRM. IRIS users can see how to enable the Elavon integration on our […]

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Helpdesk Enhancement: Link Lead And Merchant Tickets

Managing your Lead and Merchant tickets in IRIS CRM has just gotten even easier! We have introduced the ability to automatically Link Lead and Merchant Tickets after you link a Lead to a Merchant account. Once the Lead is linked with a Merchant account, the Lead’s existing tickets will show up on the Merchant’s account automatically, […]

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Your International Space Station Briefing

The Mission Newsletter, 8/17/18 “If you don’t make your own roadmap, you’ll be part of someone else’s.” — Sara Varni More of The Best Episode 79 of The Mission Daily Today, we discuss the latest TV shows, audiobooks, and media that have had an impact on our lives. We also share some important lessons and actionable insights from each! Plus, […]

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6 Jokes You Should Use Before Noon

The Mission Newsletter, 8/16/18 “Look at everything as though you were seeing it either for the first or last time. Then your time on earth will be filled with glory.” — Betty Smith Health News That Matters Episode 77 of The Mission Daily In this episode of The Mission Daily, we talk all things health and wellness! We break down […]

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Why You Should Cut Your Losses Early With A Poor Performing Employee

Millennials who graduated between 2007 and 2010 can expect to earn less money over their lifetimes than people who are graduating this year. Why? Because they started their careers during the recession and got off to a poor start. As author Daniel Pink illustrates in his bestselling book When: The Science of Perfect Timing, a poor […]

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How Netflix Really Works

The Mission Newsletter, 8/15/18 “The mind is its own place, and in itself can make a heaven of hell, a hell of heaven.” — John Milton From the Archives 12 Trips That Are More Affordable Than You Think Travels and adventures provide mind-expanding experiences that accelerate learning and alter our lives forever. Unfortunately, traveling on a regular basis can be expensive, […]

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How to start an e-commerce store that doesn’t dropship.

Obligatory Shopify Admin screenshot to show you I am legit AF. I started a e-commerce store in September 2017 that does about $400 a day in revenue. I get asked about the tools, systems and products I use often, in this post I will share what works for me. I don’t dropship, I buy, hold, and ship […]

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