IRIS CRM Reviews & Product Details

Anytime i call with a problem the IRIS SUPPORT TEAM is ALWAYS there for me. Whether a big or small problem they always take their time to not only fix the issue but to educate and show you how to fix the problem so if a situation similiar was to come up again you can be more efficient. Literally the best support team of all time. They wont get off the phone until your problem is fixed!!!!!!! 5 STARS ALL AROUND.

There is nothing i dislike. Great CRM all around.

From the TurboApp to Leads we are perfecting IRIS to our unique DNA as a company everyday.

Fully integrated and great for the merchant services industry. Great support and a management team that is open to ideas for improvement. The dialer and dialer metrics is probably my single favorite component and the fact that it ties to the lead and customer records is great and very helpful.

I'd like to see more time spent on marketing and sales automation tools.

The system allows my team to stay in one system vs. having to go to 3 or 4 places to get the data or tool they need. Very good at saving time and being efficient.

One of the best things about IRIS is the team! They have assisted me all hours of the night and day to ensure any issues I had (specifically, we had issues with residuals calculating properly sometime last year) were addressed as quickly as possible to ensure we paid our agents accurately. The President stayed side by side with his team and provided solutions and ensured I was connected with someone who could get the job done, get it done accurately and think outside the box!

At this time, I cannot think of anything I dislike. Once the system is loaded with correct schedule A's and mappings it became smooth sailing!

We were able to essentially have a one stop shop with the IRIS CRM. The amount of information the CRM stores is very surprising. I simply can't believe that I can easily download residual files that were from when we first started with IRIS!

I love the Turbo App feature and the fact that the data from the processing banks flow directly into the CRM

Reporting. We came from salesforce and the reporting is not as good. The positives outweigh this drawback, but that is the only thing that I wish they would improve

We are able to submit Applications much faster now. The Turbo app saves us a ton of time on data entry and underwriting. IRIS also makes things easier for Customer Service since they don't need as many windows open and processing data, statements and notes are all in the CRM already

Iris really has been a God sent to us. An incredible system that is really the life blood of our organization. we really appreciate the whole team over there. We also no longer need to worry about integrations into the processors we work with. Since IRIS handles all the integration we only need to focus on one system .

There is not much to not like. I would like to get answers to systems we don't know that well answered faster.

We were able to through IRIS software and IRIS support along with hours of set up so we could mold IRIS to our center point for the whole company. We are now 100% paperless and have far better control over our clients and sales reps alike. Sales reps love it and merchants really see the benefit.

IRIS fits any and all your needs. As we have grown we have added on more and more of their features. Their support staff is top notch and super available with any issues you have.

Some might say that the only downside is the cost but really their pricing is based how much of it you are using so it scales with your usage.

We started out using IRIS for our residuals and have now progressed to using it for our daily operations, in-house scheduler and super sales tool. We are about to adding phone system as well.

In our industry there are many moving parts – from inbound sales, customer support, residuals, merchant monitoring. Just to name a few. IRIS CRM solves all of our needs in one system instead of 5. IRIS CRM has completely changed out business for the better.

Outdated UI. Not mobile friendly. I'm told future updates will address both.

Some of the benefits IRIS CRM has solved are: integrated customer support tools, help desk, inbound sales, sales performance, residuals, robust API.

We used IRIS to resolve the payment complaints and for helping the users by generating tickets. Apart from that we use IRIS for processing the payments for the same. It is a very useful tool to use. Collaboration of multiple things under one software which is very goof

I didn't find any dislike as of now in it.

Payment Processing

The Module s work side by side.'and you build them based on how you work not how the system works

The cost is kind of up there, so a smaller company may be looking at zoho insyead.

Customer acquisition,

IRIS is fairly intuitive and makes boarding merchants easier. Additionally, having templates for pricing, emails, etc saves me time. I like that it is user-friendly for our merchants as well. We rarely have to walk them through anything. They receive their credentials and are off to the races.

Some of the more complex things I do in IRIS are cumbersome. For example, if I want to update half a dozen pricing templates with the same set of changes, I have to update each template separately, deleting the same set of fields on each one and adding the same set of fields on each one, instead of doing a bulk update across all 6 templates at once.

It houses our merchant account details, populates online forms they complete, and is integrated with our backend systems, which allows data and reports to be generated for us internally and for our merchants.