IRIS CRM

IRIS CRM

CRM for the payment industry

4/5 (1 review)

IRIS CRM Overview

IRIS CRM is a cloud-based automation software that calculates residuals, tracks prospects and works with different payment processing networks to manage merchant portfolios. With residual income reporting, users can easily calculate residual income in minutes and also receive a complete overview of income. Agents can be paid directly through ACH and residuals can be managed from any payment processor. Users can even track their growth and profit on both portfolio and merchant levels. Users can then empower teams to make decisions based on cents and dollars of an amount.

With a built-in dialer, users can build a full-featured call center to replace their current phone system. The dialer offers features such as accelerating sales performance, real-time reporting and monitoring, reviewing and measuring agent production, and downloading call recordings. The platform also includes a speech recognition feature. With this, users can instantly transform spoken words into accurate text. It also improves team performance by eliminating redundant manual data entry. The electronic signature feature allows users to eSign new accounts from anywhere in the world. This also eliminates delays caused by incomplete applications. With the visitor tracking feature, users can reach out to clients with a perfectly timed email and call. It also enables users to see what their prospects are clicking on, which improves lead quality and helps close more deals.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

IRIS CRM Reviews

Overall rating
4/5
100% positive reviews
0
Excellent
1
Very good
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Average
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Poor
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Terrible
Chelsea W.

Great Product and very industry specific

Used Daily for 1+ year
Reviewed on 2019/05/06
Review Source: Capterra

They are a great company and have fantastic customer service. They have a core team who responds extremely quickly and are always willing to help. No matter the issue or question.

Pros

We migrated to the product after using a different CRM for over 10 years. Our main reason for the switch was due to the fact that IRIS is extremely focused on our industry. It allows for our company to pay agents much easier with their built in residual tool than before with our previous CRM.

Cons

They are a "newer" company which always comes with a few bugs and growing pains. However, because they are new, they are always looking for genuine feed back and will implement our suggestions more so than a company who has been around longer.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

IRIS CRM Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Contact IRIS CRM for detailed pricing information or visit www.iriscrm.com/pricing

IRIS CRM Features

  • API
  • Automatic Notifications
  • Automatic Reminders
  • Reporting & Statistics
  • Third Party Integration

  • Activity Dashboard
  • Activity Tracking
  • CRM Integration
  • Calendar Management
  • Contact Database
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Social Media Integration

Additional information for IRIS CRM

Key features of IRIS CRM

  • Calendar/Reminder System
  • Call Logging
  • Customer Portal
  • Interaction Tracking
  • Internal Chat Integration
  • Marketing Automation Integration
  • Quotes/Proposals
  • Segmentation

Benefits

• Allows users to track sales related activities such as notes added, new accounts, emails sent, and more.

• Users can create professional proposals easily and view merchant savings, ISO and effective rates while creating proposals.

• Proposals support tiered, interchange and ERR pricing formats and can be shared with, viewed and edited easily by the team.

• The speech recognition feature improves the team’s performance by eliminating the redundant manual data entry.

• The user can track their growth and profit on both portfolio and merchant level.

IRIS CRM FAQs

Below are some frequently asked questions for IRIS CRM.

Q. What type of pricing plans does IRIS CRM offer?

IRIS CRM offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Contact IRIS CRM for detailed pricing information or visit www.iriscrm.com/pricing

Q. What are the main features of IRIS CRM?

IRIS CRM offers the following features:

  • Calendar/Reminder System
  • Call Logging
  • Customer Portal
  • Interaction Tracking
  • Internal Chat Integration
  • Marketing Automation Integration
  • Quotes/Proposals
  • Segmentation

Q. Who are the typical users of IRIS CRM?

IRIS CRM has the following typical customers:

Mid Size Business, Small Business

Q. What languages does IRIS CRM support?

IRIS CRM supports the following languages:

English

Q. What type of pricing plans does IRIS CRM offer?

IRIS CRM has the following pricing plans:

Subscription

Q. Does IRIS CRM support mobile devices?

We do not have any information about what devices IRIS CRM supports

Q. What other apps does IRIS CRM integrate with?

IRIS CRM integrates with the following applications:

Adobe Sign, Authorize.net, LiveChat, LiveChat, Microsoft Outlook, Paysafe, ZipRecruiter

Q. What level of support does IRIS CRM offer?

IRIS CRM offers the following support options:

FAQs, Phone Support