IRIS CRM Reviews & Product Details

1. ERR pricing is one of the best and can be shared and collaborated with teams and can be edited within Teams. 2. The tracking of growth and profit and average mean time calculations on portfolios are very accurate and can be adopted very well 3. Proposal creation by users is very easy

1.The user experience is outdated, it can be improved a lot 2. The speed of apis and loading is veru slow 3. Its confusing because of so many configs

1. Our Team collaborated to develop sales report of maps 2. Added proposals of innovations 3. Tracked growth and profits

The helpdesk team is responsive and helpful. I also like the one on one calls that you can request so that IRIS works well for the situations that you need it for.

There isn't much that I don't like. If IRIS isn't working the way that we want the team seems quick and nimble to find a solution so that we are satisfied

We are able to upload our residual reports from all of our suppliers so that we can pay our Agents in a very timely manner. Less time is spent on manual calculations and the accuracy is amazing. Document management is also very useful. We used to have Dropbox and Drive now we house all of our company docs in IRIS for our team to access.

IRIS CRM is a tool for business management and is a cloud-based solution. We recently switched from other software to this and we have no regret. Since we can perform all the functions from the management of tasks to customers so well with it. Email marketing is another edge of using it. And we highly admire the quality of the people that are in its support team since they are highly responsive. Its reports contain many details and are quite cleaner than our previous experience. Dialer and dialer metrics is another component that is helpful along with the scheduling feature.

I have a severe problem with its charges. No doubt it is far better software than my previous one but it is much expensive in comparison to my previous one. But the features it provides justifies its pricing fully.

IRIS CRM is a software that has all the features which we were in search of for a long time. It is beyond perfect in the management of tasks and customers. The quality of the product and the equality of the team that owns it is just phenomenal. We have also utilized it for email marketing. The thing that we don’t admire is its price which under its features is nothing but still a big deal for us.

I like that it pulls in our reports from all of our different processors. I love that it integrates the boarding to our processors. I like that we can E-sign our contracts with with all of our processors and their partners. The ability to calculate residuals has saved us a ton of time.

We are still working to integrate some other tools that we currently have into the system including PCI.

The ability to reach all of the boarding tools from each of the processors in one place. Single Sign-on!!

The portal is easy to use and the IRIS staff is super helpful and friendly

Sometimes it takes a while for updates to show in system

They are a one stop shop not just for me as an administrator but also for our agents and merchants.

I like that I am able to download a variety of reports and track everything from volume by card type to the number of transactions as well. I have not had any experience with competitors.

I would like to be able to download files a little easier, such as multiple downloads. I would also like to see charts for volume and deposits across the year rather than just on month.

It keeps track of all of our company data, allowing us to see the volume and transactions as a whole or broken out by group or merchant. I was not here prior to IRIS so I do not know if it has improved the business performance.

I love that the CRM has live updates for all users to see and that we can allow different users to have many different rights. The support staff are very friendly and helpful with all the questions I have.

There are a couple of additions I think would benefit the CRM and it's users. The ability to use IRIS as personal cloud storage for documents and videos that can be updated like Google Drive and combined it with Docusign to receive sensitive documents once.

It's allowing us to keep track of all of the customers we work with and letting everyone in the business know what's going on with each customer.

Responsive Support team. Decently customizable to fit our needs.

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

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

What I like about IRIS is how it puts the many features required to be a functional ISO into one space. This, along with the fact that many parts are buildable by the ISO, such as the lead cards, tickets, how tickets work, etc, makes it extremely useful for reporting, handling data, and managing customer relations. Being able to change things up as users share their experiences is very nice.

There are two main caveats with IRIS. The first is that it does not feel like there is much testing from the User experience perspective. This is understandable as it is hard (even for me as the person who sets the system up for the agents) to test all the things the agents could do and what would happen, but after seeing a lot of the steps/things agents go through when using it, it feels like this may not be tested enough. Let me give you an example, when using the mobile app and getting notifications, you will get them on your phone just as a normal notification. An agent informed me that regardless of if the notification is linked to a ticket or not, they are always taken to the merchant record and they have to navigate to what they notification actually was. This isn't a huge thing, but it annoys the agents who complain, and it is slightly understandable. The second thing would be the handling of feedback given to IRIS by different ISOs. It is unclear if changes that get voted highly are actually being implemented and what is going on. Typically with other companies, they will notify the person who gave the feedback/request if the company starts working on it, as well as post it publicly to the same place they allow users to post suggestions/feedback. This could be helpful, because I have told many people in my organization that I have requested features from IRIS but that is all I can leave it at. Part of the second caveat plays into the fact of how customizable the system is, which I absolutely love, so it makes sense that there would be a lot of feature requests and a want for visibility.

Residuals are done a million times faster than when they had to be put into excel, and it eliminates the possibility of man-made errors such as referencing a wrong cell when applying a residual template. I seriously enjoy mapping a residual file and knowing that from this point on it is just a few clicks from raw data to posted residuals. Our company is getting overwhelmed with emails, they overflood operations inboxes and then agents get upset when things aren't moving forward. By utilizing tickets, notifications, and having tickets associated with leads/merchants, it becomes way more organized and a lot harder for certain requests or new applications to be accidentally looked over. Document mapping reduces the redundancy of writing simple forms on apps, and encourages agents to actually use our CRM which is a big thing for us. We have set up an electronic mirf that automatically feeds into a lead card, which then feeds into the documents we have mapped. Every agent who has actually utilized this feature praises it, and they use the CRM a lot more after that than our previous CRM which had nowhere near these types of capabilities. It terms of reporting, it is a lot simpler for executives and managers to coordinate, for example with how many call center appointments got run or how many new deals were approved this month. By having a system containing this all, there isn't a need for a weekly email to check up on the status of these items.

Organization of leads & follow up. Also texting from the CRM

Look and feel seems outdated. Ability to easily upload docs for signatures

It helps with organization and tracking. Gives us the ability to track the life cycle of our database.