IRIS CRM Reviews & Product Details

The Iris staff, is of course, very knowledgeable and helpful. They promptly respond to tickets. Additionally, the system itself is fairly easy to use and therefore user-friendly. Both programming/building new workflows and creating/converting new leads.

There is not much I dislike, but one of the main concerns is the ability to connect to other Acquirers in order to receive a live data feed for Merchant Processing. The current turn-around time to have something like this even considered is 2 years out, which we all know it is impossible to wait that length of time for any feature request. In that amount of time somenone can switch CRM providers.

With Iris CRM we are able to store all of our client data in one central location which makes it easier to access whether we are in or out of the office.

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.

I really like the new version and how you can customize the profile and the layout is definitely a lot better. Finding tickets on the search bar is a lot easier.

the attachments being on a separate tab.

Better layout and easier to find tickets.

I have been using the service since last May and enjoy using it. I appreciate the automatic email templates that we can set up. And we consistently use it to store information about our clients and possible future clients. It is very dynamic and fluid. I am using version 2 and most of my co-workers are using the first version. They said they don't like how everything is pushed into each other, it seems like it's all too close together. I enjoy having everything there for me to find easily.

I don't have much CRM experience, so I don't really have anything I can compare it to. I don't have any complaints about it so far. I use the 2nd version and most of my co-workers are used to the first version. I always have to put /v2/ into the address bar to get it to switch over.

Client contact and note taking. Keeping track of clients and possible clients. Using the notes to keep track of what we have previously done for the merchant and what we need to do in the future. Helping the client log into the CRM to view their profile and get important documents.

The only user-friendly CRM for the merchant industry. The customer service is the best. Always improving the software.

Task management, marketing, and automation are not as strong as they are supposed to be.

Residual and customer boarding

I really like how user-friendly the new IRIS CRM is. It is easier to access lead status changes right from the ticket, and eliminates the need for so many tabs! It is excellent.

I do wish the background was more eye-friendly as it is bright. However, you are able to change the colour scheme which is very useful for those of us with glasses!

When it comes to resolving tickets and making changes in the leads, the new IRIS CRM makes it much easier to navigate through tickets and lead records while making the changes needed.

love the functionality of it especially the calendar

I wish it had spell check in notes section

keeping track of leads and merchant look up

The UI is streamlined and simple. It does not take much time to get used to navigating the current setup.

Some of the technical issues that persist. Most notably, not gathering data from access one or business track on time. Or glitching when opening new tickets.

Account management.

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.

I like how easy it is to navigate the helpdesk portion of the software. It provides a high degree of organization, which makes it easy to find what I am looking for.

I would like to see more customization regarding the font size. Currently, we have a lot of customization features but font size is not one of them. Being able to adjust the font size would be a great feature.

IRIS CRM allows us to be more organized and it helps improve workflow. The helpdesk portion which I utilize the most is very well designed. The dialer portion is also a great feature that allows calls to be organized and emails and notifications to be sent if a call is missed. This ensures that we can always communicate with our clients.