IRIS CRM Reviews & Product Details

It is fairly easy to use. You can locate all of the relevant information in a quick manner that allows great service to be provided to the customer.

Not many complaints at all over the CRM. Not the fanciest software but it has everything that an MSP needs.

It is a great way to manage accounts as they start in the sales process and proceed to late stage account management. It helps streamline our productivity.

It integrates with FISERV to board our MPAs.

That it does not really have a telephone application that can differentiate night ring from day and holidays

Solves our boarding and click to sign

Customer service from lead Tech Mohammad was essential to getting this up and running.

Intake took a very long time with a lot of back and more forth. Did not understand why they don't have an archive of all processors they work with.

Saved me hours of reconciliation time with MIDs and agents.

Tracking of email communication, contacts, deal flow, reporting, etc.

minor items such as replying to an existing email thread within the record set does not capture the entire communication or any signatures

Timely response back to clients

This CRM is customized for the business model

This needs to look a little cleaner and look as easy as other CRMs

This solves the issue of having a customized CRM for the merchant service industry

We love that Iris is always changing. They have a strong focus in our industry and you can actually reach out to them and they will actually implement some of your ideas.

They are still a growing company so there are some bugs and user face issues that need to be sorted out. All minor things.

It has help us dramatically when it comes to paying our agents and the rodual portion of our business.

IRIS is super user-friendly, and integrating to map to our processes and forms is smooth. IRIS has SO many capabilities, and I learn more every day!

I gave this a 7 out of 10 score because the new user interface is not user-friendly or easy to use. I would recommend the old version but not the more recent version.

IRIS continues to further its integration options to map to our documentation correctly.

Iris CRM helps with organization and streamlines managing customers.

We just switched to the new version so getting used to that is taking some time, but the new version looks great!

Without Iris CRM we would be lost and not be able to reach nearly as many clients and potential clients.

Residual calculations will cut the amount of time it takes to calculate them on your own by half. The application process with e-signature is a fantastic tool for sales people who are out in the field trying to get apps signed.

How they bill their customers. The billing is very confusing and can end up costing a company double than what they expect. Make sure you understand the billing before signing up.

IRIS is a full-service CRM tool that allows us to do all of our operational tasks in one location. It includes all the features and functions an ISO needs to run its business.

I like the most of the API and the experience that the sales reps can have. It does a lot for residuals which is a nice feature with your sales CRM. It is easy to create a good workflow for employees. They have a support rep named Eric; he is fantastic.

The dialer's recordings are awful. Call routing is not very sophisticated. There are no listeners for merchant tables. I would say my only real complaints are the dialer. It is below expectations, especially for what people pay for that feature. The dialer metrics are unreadable, and there are no API endpoints to get that data. It is not good. I would also say that permissions are not straightforward. For example, if you have a group setting, it will override label settings in documents. It is the right move, but tracking down a permissions issue can be next to impossible. Also, some minor things, like being able to hide statuses by group, not just the entire status category. Email triggers only go out to assigned users on a lead; it would be cool if there were an ability to email a class on a trigger whether or not they're set to a lead The tiny amount of permissions regarding people and their ability to view merchant records and financial information is highly annoying. For example, if a support rep is assigned to a lead, they will be assigned to that merchant record and can view the financial statement. How about permission to disable that for specific users? Or control that on a more granular level. That is a huge miss. Also, when financial information is pulled at ~3 AM, it will create a new lead record if a lead does not have a matching MID, which can be frustrating to clean up. A section should be made where administrators or accountants can connect leads with the correct merchant record before the system creates a blank. We have spent a lot of time cleaning this up because some banks get MIDs at the very beginning of the underwriting process, and some get them at the very end, so if the timing is off, you may have hundreds of leads in your system which have no info but a MID

It's a sales CRM and financial tool all in one.