IRIS CRM Reviews & Product Details

Perfect for merchant service providers. Great variety of integrations. Very good for residual reports by processors.

Organic reports don't provide all information. API may be required in combination with internal programming or additional tools like Power BI to generate and automate custom reports, KPI's and graphs.

Merchant registration, residual payouts and service ticket management.

User friendly, supports Integration to other systems, Helps in fast processing when compared to other CRM's

The design of the layout could be better providing good UI, giving an edge over it's compitetors.

Automation, Speed transactions, customization of templates

We implemented IRIS for the residual management tools. Implementation was quick and easy and the team was very helpful.

We only use residual management so we can't speak to the other features.

Partners access commission reports through a secure dashboard versus receiving a spreadsheet with manual calculations.

Our company uses IRIS for our day-to-day sales and lead generation. From the very beginning, the IRIS team dedicated full support to making sure our CRM was functioning properly, efficiently and to the best of our business standards. From the onboard process and on, Viktoryia and her team answered every question, got our customized features enabled and advocated on our behalf with outside processes to make work flow and reporting seamless. The IRIS app makes business on the go simple and accessible, so you never miss a note or call

At this time, there is nothing at all we dislike. IRIS has been wonderful from day one!

Lead management and sales flow has been solved for our company. We used to use an excel spreadsheet, and now everything is so much neater and organized.

Integration of applications with FIS, user-friendly.

Haven't used the appointment board to it's fullest so would like to see more business development tool added on.

Team communication and closing on the new accounts including current accounts performances.

It is specially designed to serve customers in the payment processing industry. It provides various useful features such as merchant onboarding, integrated outlook, residual income calculation, and many more. Also, it provides processor independent reporting to enhance growth and productivity. With the help of IRIS CRM, you can easily handle important functions of your business and job. The capability of integration is great. It integrates seamlessly with e-sign software.

It needs to update the old school design layout because the current layout is outdated. It needs to improve the user experience because it is also outdated. It is hard to customize workflows and it requires coding expertise on the back end. Also, it would be nice if it higher the text limit. It is a little bit expensive. Sometimes it slows down and takes much time in loading. It is somehow confusing for first-time users because of so many configurations. Sometimes it is difficult to manage data sources.

It is an easy to learn, easy to use, and customizable tool. One major benefit is that it provides a transaction reporting dashboard to grow the list of consistent processing networks. It has made it easier to automate recurring processes and manage residuals. The customer support is excellent and very responsive. Another helpful and important component is reporting feature. The reports it provides are much faster and cleaner than other tools in the market. It enables you to generate sales reports speedily for certain product families.

Excellent Support! As always Mohamad goes above and beyond to ensure we understand the different tempates related to commission reports and is alwyas willing to provide any training needed.

Not applicable. Great reporting tool and easy to understand

Iris CRM has so many different tools needed to implement changes to residual files. Seamless process.

Responsive, helpful service, and constant iterative enhancements. Their support team is prompt and eager to help, their engineering team releases a steady stream of new features, and their product team prioritizes feature development based on actually listening to their customers.

There are some small tweaks I'd love to see made to their API, but there is definitely a clear vision behind it and they are very receptive to feedback.

IRIS has made merchant boarding, reporting, helpdesk, and residual calculations very easy for our internal teams.

The team is always extremely helpful and very professional. Big thanks to Mr. Luis Feliz for helping me with the integration

There is not much to dislike. I do think that the interface will change over time to become even more user friendly

We keep track of all our merchants through IRIS and also we are pushing merchants to use the platform to view their daily transactions

Gold Card Services Loves IRIS because it is user friendy, industry specific, and the customer support is great. We like it for lead management and constant contact with agents. I think my boss likes best that he can manage the residuals.

We really have not had any issues. I would love the text limit to be higher, and I believe that is something they are working on. Our team loves IRIS I do not hear any complaints from anyone. We tell everyone about it.

I used to have to use constant contact for my emailing and another app called texedly for my texting. (I am a recruiter) I save tons of time now by inputting the candidates into IRIS and then doing a mass text and email. I literally gave my company cell phone back to my boss and use IRIS for all of my texting and emailing now! :)