IRIS CRM Pricing Overview

IRIS CRM brings everything together to make for a much more cohesive and efficient experience for our ISO. Having all our reporting in one place makes providing support much quicker and easier. It helps simplify things for our busy sales reps who can view their portfolio reporting and make tickets for all their clients across most if not all platforms without needing multiple logins. Residuals calculations and reporting have advanced significantly over the last few years and we can now compare income and expense items with ease and see where losses are coming from, etc.. Our sales team has all their leads and their Voip dialer ready anytime and anywhere so they don't miss a beat. Right from the lead reps can send an e-sign app, get notified when it has been signed, then have it submitted right through the IRIS TurboApp and get notifications from underwriting and once approved the new account is automatically loaded into IRIS. Over the past 10+ years using IRIS the functionality has advanced significantly and it is now working better than ever.

There is not much to dislike. If I had to nitpick I would go with the process of configuring and customizing the functionality, permissions, and settings of each module and feature. That can be quite an undertaking and something that is ongoing due to the ever-changing nature of merchant services and the associated processors, platforms, and service providers. It takes time to dial everything in but the IRIS team is always there to provide guidance and also listen to suggestions which they pass on directly to their developers.

We run our entire sales process through the IRIS system, helping to make our sales reps extremely efficient by putting everything they ned in one place. Once accounts are boarded our support team can provide support to clients using various processors all from one place eliminating the need for multiple reporting websites and multiple helpdesk. Residuals payouts have never been easier and residuals verification helps us eliminate unnecessary losses.

IRIS CRM brings all of the most important data from several processor portals to one easy-to-read site. For merchants, they have valuable access to their transaction and statement history. For MSPs we are able to keep track of pricing, volume, contacts, helpdesk tickets, and more.

One downside of IRIS CRM is that different processors provide different data so what you see if not always consistent across all possible processors. This is more of a limitation of the processor rather than IRIS, however.

IRIS CRM allows me to communicate with agents and merchants in one easy to track location. I can resolve tickets, take calls, complete account changes, and more all from IRIS.

This CRM is very customizable in just about every way. You can really make it fit exactly with your business

Tailoring the offerings to your office's specific uses for different price points would be great.

IRIS is crucial to our residual calculations

Two things set them apart. 1) The quality of the product. 2) The quality of the individuals that support the product.

There isn't much to dislike. If you arent using any of the major processors (First Data, TSYS, Elavon to name a few) they have relationships with, you wont gain the benefits of the onboarding automation and transaction reporting.

Reducing the need to have login access to multiple different platforms in order to verify transaction/settlement info, pull statements, etc. Redundancy of data entry into multiple systems Ensure consistency of data between processors and CRM Inbound and outbound residual file reconciliation, calculation, reporting management - If your current process includes any sort of manipulation of excel data, or manual parsing of files (particularly for those using multiple back-ends), IRIS already has import templates built out for the majority of the major processors. I can go on for another hour but the reality is their value cant be quantified in words. The expertise and professionalism that comes with the solution also cannot be quantified in words. Call them! Schedule a demo! Thank me via linkedin later. Disclaimer: Other than being one of IRIS's early adopters back in 2013ish, and now a new customer again in 2020, I have no other relationship with the company. Not receiving anything for this review. Special thanks to: Jared for an unusually pleasant sales process; Jaron, Pablo and Mario for all of the work you've done and continue to do to support our implementation efforts; Dimitri for ensuring it all comes together with such attention to detail.

IRIS fits any and all your needs. As we have grown we have added on more and more of their features. Their support staff is top notch and super available with any issues you have.

Some might say that the only downside is the cost but really their pricing is based how much of it you are using so it scales with your usage.

We started out using IRIS for our residuals and have now progressed to using it for our daily operations, in-house scheduler and super sales tool. We are about to adding phone system as well.

The Module s work side by side.'and you build them based on how you work not how the system works

The cost is kind of up there, so a smaller company may be looking at zoho insyead.

Customer acquisition,

Intuitive and user-friendly interface. Comprehensive contact management features for efficient customer information organization. Streamlined sales and pipeline management with clear visual representations. Robust reporting and analytics capabilities for data-driven decision-making. Seamless integration options with popular applications and systems. Customization features to tailor the CRM program to specific business needs. Prompt and helpful customer support.

Limited functionality and features in the mobile app compared to the desktop version. Pricing plans may not be as flexible or affordable for small businesses. Certain advanced features may require additional configuration or customization. Lack of support for specific industry-specific requirements or niche markets. Limited automation options for certain repetitive tasks. Occasional performance issues or lags during high usage periods. The learning curve may be steep for users who are new to CRM software.

Overall, the solutions provided by IRIS CRM in contact management, sales pipeline management, reporting, analytics, and integration help businesses overcome common CRM challenges. By addressing these problems, IRIS CRM benefits users by improving customer relationships, increasing sales effectiveness, driving data-informed decision-making, and promoting collaboration within the organization.

IRIS is fairly intuitive and makes boarding merchants easier. Additionally, having templates for pricing, emails, etc saves me time. I like that it is user-friendly for our merchants as well. We rarely have to walk them through anything. They receive their credentials and are off to the races.

Some of the more complex things I do in IRIS are cumbersome. For example, if I want to update half a dozen pricing templates with the same set of changes, I have to update each template separately, deleting the same set of fields on each one and adding the same set of fields on each one, instead of doing a bulk update across all 6 templates at once.

It houses our merchant account details, populates online forms they complete, and is integrated with our backend systems, which allows data and reports to be generated for us internally and for our merchants.