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IRIS CRM Reviews & Product Details
Iris CRM is a user-friendly CRM that is rooted in simplicity and usability. It’s a cloud-based platform designed to work as ERP for agents and consolidate day-to-day operations into a single platform. It also features tools that support residual income operations, merchant onboarding, lead and lifecycle account tracking, and numerous other integrations designed for growth and productivity. In a nutshell, Iris CRM functions as an end-to-end sales, customer support, and residuals management solution that can easily manage payments within a single platform, thus eliminating the need to invest in multiple systems.
| Capabilities |
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|---|---|
| Segment |
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| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Compare IRIS CRM with other popular tools in the same category.
You can integrate it with your website using their API, you can create leads, signature, many features to manage tabs and leads.
Bad layout, it takes a while to return something through their API, I had to ask them to return the lead ID (it's obvious) in a separate variable in JSON because they just added in a string like: Your lead ### has been created.... they already changed it.
Registration form for a Merchant.
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.
As a web designer, I think the old-school design layout of IRIS is outdated, but it appears to be user-friendly enough for our agents, so it's a minor complaint.
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.
I liked that the basics to looking up information and inputting data was very easy.
I do not like that in order to customize something, even adding a tab to the dashboard and additional workflows, is very complicated on the backend. I felt like I needed a code writer to help me!
We used IRIS as our main CRM for over a year. It was costly and did not necessarily provide our company with very many benefits besides saving a bit of time on data entry.
How it is a one-stop shop for many parts of our business.
A lot of processes are not efficient. A lot of functionality is quite limited.
Our leads and MIDs are tied together in one place