IRIS CRM background blur
IRIS CRM logo
IRIS CRM
Streamlining Sales Operations
4.6
(94)
Why Findstack is free?
Findstack is free for users because vendors pay us when they receive web traffic and sales opportunities. Findstack directories list all vendors — not just those that pay us so that you can make the best-informed purchase decision possible.
Unclaimed: Are are working at IRIS CRM?
Findstack offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. Learn more

IRIS CRM Reviews & Product Details

IRIS CRM Overview
What is IRIS CRM?

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.

Company IRIS CRM
Year founded 2010
Company size 11-50 employees
Headquarters Brooklyn, NY, United States
Social Media
IRIS CRM Categories on Findstack
IRIS CRM Product Details
Capabilities
API
Segment
Small Business
Enterprise
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
IRIS CRM Features
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Contact Management
Customer Feedback Management
Customer Segmentation
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Email Marketing
Lead Management
Live Chat
Marketing Automation
Mobile Access
Order Management
Product Catalog
Quotes/Proposals
Reporting & Analytics
Role-Based Access Control
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Survey Management
Task Management
Territory Management
Third-party Integrations
User Permissions
Workflow Automation
IRIS CRM Media
IRIS CRM 0
IRIS CRM 1
IRIS CRM 2
IRIS CRM 3
IRIS CRM 4
IRIS CRM 5
IRIS CRM 6
IRIS CRM 7
IRIS CRM 8
IRIS CRM 9
IRIS CRM Screenshots
IRIS CRM Integrations
Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: June 13, 2024
IRIS CRM logo
94 IRIS CRM Reviews
4.6 out of 5
Small Business (50 or fewer emp.)
May 11, 2023
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"A great CRM for any ISO"
What do you like best about IRIS CRM?

Responsive Support team. Decently customizable to fit our needs.

What do you dislike about IRIS CRM?

I wouldn't say I like the global search feature.

What problems is IRIS CRM solving and how is that benefiting you?

We use IRIS CRM to maintain our book of merchant and agent partners.

Small Business (50 or fewer emp.)
Jun 22, 2021
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Life is much easier with IRIS to manage residuals."
What do you like best about IRIS CRM?

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

What do you dislike about IRIS CRM?

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.

What problems is IRIS CRM solving and how is that benefiting you?

Saved me hours of reconciliation time with MIDs and agents.

Small Business (50 or fewer emp.)
May 16, 2023
 Source
Overall Rating:
3.0
AG
Verified Reviewer
Founder
Share
"IRIS CRM seems to have some things nailed down and others in an infancy stage."
What do you like best about IRIS CRM?

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.

What do you dislike about IRIS CRM?

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

What problems is IRIS CRM solving and how is that benefiting you?

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

Small Business (50 or fewer emp.)
May 21, 2019
 Source
Overall Rating:
3.0
AG
Verified Reviewer
Founder
Share
"They have a good API"
What do you like best about IRIS CRM?

You can integrate it with your website using their API, you can create leads, signature, many features to manage tabs and leads.

What do you dislike about IRIS CRM?

Bad layout, it takes a while to return something through their API, I had to ask them to return the lead ID (it's obvious) in a separate variable in JSON because they just added in a string like: Your lead ### has been created.... they already changed it.

What problems is IRIS CRM solving and how is that benefiting you?

Registration form for a Merchant.