IRIS CRM Reviews & Product Details

Iris makes it easy to automate our recurring processes & data entry, generate templates for communication, helps with time management, organization, and they are always making improvements based on our feedback & from other users. Any time we run into a problem the support team is responsive and helpful, whether by email or through their quick chat service available any time you are logged in.

Iris is doing a great job at collecting and implementing feedback the only items I dislike I'm confident Iris will continue to improve over time.

Automation of many processes, quick email templates, speedy data entry from lead duplication, looking to integrate eSignature to the process in the future.

Luis and his support team are ALWAYS so helpful and great to work with! I love the reporting features. I manage the customer service dept and LIVE at the help desk :)

I look forward to all the new features that come!

It makes many components of my job much easier with the reporting features.

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

Mohamad has been incredibly helpful in all of my mapping issues and will jump on a meeting with me, share the screen to show me what is happening in the background as well as explaining "logic" formulas to me. The customer service at IRIS has always been great, if I ask a question one person does not know or specialize in, they will get me to the right specialist.

Integrations and email functionality are not my cup of tea.

Creating a place for all of our Reps to be able to organize their leads and merchants is key.

We recently switched to the IRIS CRM from Salesforce and the migration was seamless plus we had top notch support every step of the way. As and administrator the back end setup and management is a breeze, very easy to learn, understand and customize. Our implementation manager Viktoriya has been awesome, we are loving the features available to us, the system is easy to use and navigate plus it is built for our industry. I have been most surprised with the support we have received, not only from Viktoriya but Demitri, Mohammad, Jaron, Mario and the representatives standing by on chat to answer any question I may have. IRIS is open to our feedback as well and the turn around time on updates have been outstanding. They really have thought of everything for the merchant services sales industry.

Thus far there is nothing I have disliked about IRIS. If there is anything you want to change or customize they get right on that for you.

IRIS is doing everything our last CRM was doing but so much more, reporting, tracking, document management, merchant portfolio data, residuals...you name it in the merchant processing industry and IRIS has you covered. Managing our reps has become seamless because we use IRIS to track the status of our leads and manage our reps that are now working remotely. Soup to Nuts, IRIS does it all! We love the email tracking features and I am sure there is a lot we still have left to learn and utilize. We are just scratching the surface.

While IRIS has exceptional functionality and integrations, I think that even more valuable to me is the level of customer service being top notch. Luis, Mohamad, Linda, David are all great to name a few.

I do not like not being able to view the support tickets I submitted.

We are consolidating reporting for multiple processors/sponsors into one location; the IRIS CRM.

Whether it's a quick question or something a little more complex, IRIS always is there to respond whether via chat or phone. Luis is phenomenal when walking you through a solution step by step. He takes his time to ensure you have resolved your issue successfully. Luis helps to make IRIS a great CRM.

I currently don't have any dislikes about IRIS.

IVR, Dialer, Porting Phone Number. I have realized we can get all of our benefits and need as an ISO from IRIS CRM.

This CRM was really made with the Payments world in mind. The support we receive from the IRIS team as we work with the CRM is amazing!!!

The CRM is still growing and changing everyday but it usually is for the better.

Client data organization and residual payouts from different processors. Its incredible to be able to have all our data in 1 place. We work with various processors and platforms and with the integrations IRIS is doing we are able to go to one place for all our needs.

The reporting is much cleaner and faster than any of the big name processors.

The datasources can be difficult to manage.

Generally processors have 5-6 different tools that need to be accessed to manage a portfolio. Iris manages to wrap all these into a single roof. The ability to do real time maintenance on TSYS and also dispute chargebacks for FiServ is a huge plus.

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.