New Integration: Elavon

IRIS CRM is now integrated with Elavon for merchant portfolio reporting!  With the new integration Elavon ISOs are now able to view monthly merchant information, rate updates and daily batches with transactions right inside their Merchant Services CRM.   Here are a few highlights of the new integration.   Viewing Daily Batches With Transactions To […]

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New Feature: IRIS CRM Calendar & Google Calendar Integration

We are excited to announce our latest feature, the release of a Google Calendar Integration! With this new integration, you can now sync IRIS CRM Calendars with your Google Calendar and watch the events appear. What’s more, when you create a new appointment or task in IRIS CRM, the Lead’s important contact information will automatically […]

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New Feature: Security Alerts

IRIS CRM now supports automated sending of Security Alert emails!   Get notified in real time about any suspicious activity on your site such as login attempts during non-office hours or from a non-office IP address, multiple failed login attempts or attempts to download large amounts of data.   As is the case with most of […]

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3 Ways to Identify Your Very Important Merchants

There are many reasons why you may want your most valuable merchant relationships to be easily identifiable within your CRM system. For your organization, your VIM’s (Very Important Merchants) may be companies with transaction volumes over $10,000 or those with volumes over $100,000. You should have complete control over the standard you choose to measure […]

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New Feature: Group Email Branding

We are pleased to announce the release of the new Group Email Branding feature! With this new feature you are now able to further incorporate sub-sales group’s own branding into your IRIS CRM. Every email, system generated and user generated, merchant facing and agent facing, will be available for customization with your logo and contact […]

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