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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.
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| 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.
Intuitive and user-friendly interface. Comprehensive contact management features for efficient customer information organization. Streamlined sales and pipeline management with clear visual representations. Robust reporting and analytics capabilities for data-driven decision-making. Seamless integration options with popular applications and systems. Customization features to tailor the CRM program to specific business needs. Prompt and helpful customer support.
Limited functionality and features in the mobile app compared to the desktop version. Pricing plans may not be as flexible or affordable for small businesses. Certain advanced features may require additional configuration or customization. Lack of support for specific industry-specific requirements or niche markets. Limited automation options for certain repetitive tasks. Occasional performance issues or lags during high usage periods. The learning curve may be steep for users who are new to CRM software.
Overall, the solutions provided by IRIS CRM in contact management, sales pipeline management, reporting, analytics, and integration help businesses overcome common CRM challenges. By addressing these problems, IRIS CRM benefits users by improving customer relationships, increasing sales effectiveness, driving data-informed decision-making, and promoting collaboration within the organization.
I'm a sales and marketing manager for my company. I like how it allows me to control and dispatch leads, keep track of merchants and communicate effectively with my reps.
Although it is very versatile it is extremely bulky. It has a lot of excess stuff that I wish I could either hide or fill in with other more useful information.
Keeping tracking of leads, merchants, and residuals. It also helps us communicate with our agents and merchants effectively.
As an Administrator, I am pleased to be able to control user permissions and as we discover more about merchant facing, getting more and more comfortable. The IRIS support chat is a lifesaver and everyone is so knowledgeable.
Would like to see more intrgrations for PCI reporting, faster statement uploads from TSYS. Also batch alerts would be an added bonus for when a merchant has not batched for a period of time.
Centralized reporting
There are so many things that it can do and automate!
Sometimes I find that it is tough to navigate or know all of the options that it offers. Especially while it is hale 1.0 and half 2.0 version.
I thiknk that the 2.0 versoin is going to be great! The view for many of the features is much more user friendly but right now we are kind of stuck in half and half.
The most helpful tool on the IRIS CRM is getting notifications when a ticket is opened up, and it helps keep tasks in check. From my experience, IRIS is one of the best CRMs you can use!
The only downside for IRIS CRM is that the website looks a little outdated. The good news is that a new version titled V2 will be released and bring a fresh look to the IRIS CRM.
IRIS CRM helps us solve the organization of our accounts and gives us easy user access to them. With IRIS CRM, we can keep our workflow productive and our business steadily growing.
Intuitive features and design - easy to figure out complex processes
Some of the supporting documentation could use updates.
Auto-boarding and lead tracking for software partners
I like that i can create and make it cutom to my needs with instant help from their support team.
I wish their were was even more functionality when it comes to user classes and groups.
It helps me really create pipelines to differentiate different aspects of our business. It keeps everyone up to date with real time data.
The easy to use api that lets us do a lot of work automatically. Plus the interface on the web is intuitive and simple to use.
Some things (like selector custom field id change) I can do only using the api.
Organization os processes and integration to our system
A very wide variety of features including: 1) API connection to Processors. 2) Portal for Merchants to view transactions, statements, and chargebacks 3) Invoicing The greatest strength of IRIS is the ability to offer this wide range of features in simple, streamlined, and satisfying interface. New users can be trained up very quickly.
Unfortunately, the greatest strength of IRIS is also its greatest weakness - Simplicity. Though the feature set is wide it does not go very deep in many areas. (PDF document programming being one notable exception. It is outstanding and goes very deep). Key areas that need deeper functionality: 1) Reporting 2) Billing 3) Field customization. Formulas, mirror fields, lookup fields, multi-select picklist fields. 4) Dashboards 5) Restricted to mass emailing 500 accounts per day Even with these limitations in mind I still give a strong recommendation to IRIS.
Being able to access the transaction data, statements, and Chargebacks for customers is a wonderful benefit. Plus the API connection to submit applications directly to the Processor.
