IRIS CRM

Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry.

Languages supported: English

9.2/10 (Expert Score) ★★★★★
Product is rated as #119 in category CRM Software
Ease of use
8.3
Support
9.5
Ease of Setup
0.0

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IRIS is an acronym for “Integrated Reporting is Simple” because at IRIS CRM, building easy-to-use software is our guiding principle. Do not let the rest of the name fool you, we are so much more than your average CRM!

IRIS CRM is a premier cloud-based business management system servicing clients in the payment processing industry. IRIS CRM was created as an ERP for agents, ISOs, and banks looking to consolidate their day-to-day operations into a single tool. IRIS CRM features include residual income calculations, merchant onboarding, lead and account lifecycle tracking, integrated Outlook and Google and a transaction reporting dashboard for a growing list of compatible processing networks.

Thanks to more than forty integrations, IRIS CRM also offers robust & processor-independent reporting in formats conducive to higher productivity and growth. With an all-in-one, merchant services CRM platform, your team will be able to handle every essential function of their job through one system.

Our clients do not install IRIS CRM, but instead, access it through a white label and secure platform that is built and hosted by IRIS CRM, as a certified PCI Level 1 Compliant Service Provider.

Please visit IRIS CRM at iriscrm.com to learn more.

IRIS CRM
IRIS CRM

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Customer Reviews

IRIS CRM Reviews

Ashley L.

Advanced user of IRIS CRM
★★★★★
IRIS is solving problems and creating efficiency

What do you like best?

The best part of IRIS is its integration capability. Being able to integrate with an e-sign software and processors, in addition to integrating with the processors for residual data, has made considerable improvements to our organization. IRIS can grow with us. We've used a few different CRM's, including Salesforce, and IRIS is by far the best for our payment processing sales office.

What do you dislike?

As a web designer, I think the old-school design layout of IRIS is outdated, but it appears to be user-friendly enough for our agents, so it's a minor complaint.

What problems are you solving with the product? What benefits have you realized?

Virtual applications have been on our radar for years. The COVID pandemic nearly made them a requirement. IRIS gives us the ability to turn our applications into virtual applications for e-sign. We also work with multiple payment processors, so integrating with both FIS and Global has been helpful.

Review source: G2.com

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