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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.
The auto opening of new windows to stay organized.
That it kicks you out when you change devices
We went from collaborating in Dropbox to IRIS so it benefitted us endlessly
I like how compatible it is with both mobile, and computer. IT is super easy to use and functions the way that i need to on a daily basis! The input is easy on leads!
Would like for the app to be a bit better to use it does seem like sometimes it hard to navigate compared to the desktop verision.
it is making life easy being able to differentiate between the different groups of merchants that we currently have as well as being able to put things in properly!
IRIS, to me, is an all-in-one CRM. We are able to accomplish all of our business needs in one place - from sales to deployment, IRIS has us covered.
There are a couple features that would make some IRIS processes more efficient, but IRIS is always reviewing their feedback queue to see what modifications they can add and/or update.
IRIS CRM has allowed for our company to house everything we need in one system. We can track leads, pay commissions, underwrite accounts, and have an internal ticketing system for helpdesk issues.
IRIS CRM is extremely flexible. You can create the fields you need on the fly. Their customer service is very responsive and you can expect a response the same business day.
We did have a little trouble getting the email fonts to align when adding text to the existing template, but the problem was solved by IRIS CRM customer service.
IRIS CRM keeps our workflow clear and focused.
Luis provided exceptional support for my issue. He was very quick with his responses and thorough.
Honestly, nothing. Support has always been superior.
IRIS assists us with servicing our merchants.
Notes/Keeping Tickets Organized I also love being able to separate leads
Wish the ticket system was a tad different but overall is great
Tickets/Support issues. Being able to track and get back to merchants timely
I like that IRIS is tailored to the payments industry
Sometimes it takes a lot of digging and clicking around to find what you are looking for
Reporting, tracking, e-sign web form capabilities
The Features. Adding the leads, calls and SMS.
Currently, the download. It will just generate 100 records.
Not qualified leads.
User friendly and the automatization of tasks
Don't have anything in particular that I dislike
Keep track of tasks and follow ups.
The IRIS team is always ready to assist at a moment's notice. We also enjoy using the API to processors and residual features.
the lack of ability to customize transaction views
IRIS streamlined our ability to assist multiple agents & merchants at once, simply by allowing agents and merchants to see and make changes on their account with a click of a button