IRIS CRM Reviews & Product Details

It is fairly easy to use. You can locate all of the relevant information in a quick manner that allows great service to be provided to the customer.

Not many complaints at all over the CRM. Not the fanciest software but it has everything that an MSP needs.

It is a great way to manage accounts as they start in the sales process and proceed to late stage account management. It helps streamline our productivity.

Tracking of email communication, contacts, deal flow, reporting, etc.

minor items such as replying to an existing email thread within the record set does not capture the entire communication or any signatures

Timely response back to clients

This CRM is customized for the business model

This needs to look a little cleaner and look as easy as other CRMs

This solves the issue of having a customized CRM for the merchant service industry

We love that Iris is always changing. They have a strong focus in our industry and you can actually reach out to them and they will actually implement some of your ideas.

They are still a growing company so there are some bugs and user face issues that need to be sorted out. All minor things.

It has help us dramatically when it comes to paying our agents and the rodual portion of our business.

IRIS is super user-friendly, and integrating to map to our processes and forms is smooth. IRIS has SO many capabilities, and I learn more every day!

I gave this a 7 out of 10 score because the new user interface is not user-friendly or easy to use. I would recommend the old version but not the more recent version.

IRIS continues to further its integration options to map to our documentation correctly.

Iris CRM helps with organization and streamlines managing customers.

We just switched to the new version so getting used to that is taking some time, but the new version looks great!

Without Iris CRM we would be lost and not be able to reach nearly as many clients and potential clients.

Residual calculations will cut the amount of time it takes to calculate them on your own by half. The application process with e-signature is a fantastic tool for sales people who are out in the field trying to get apps signed.

How they bill their customers. The billing is very confusing and can end up costing a company double than what they expect. Make sure you understand the billing before signing up.

IRIS is a full-service CRM tool that allows us to do all of our operational tasks in one location. It includes all the features and functions an ISO needs to run its business.

The best part of IRIS is its integration capability. Being able to integrate with an e-sign software and processors, in addition to integrating with the processors for residual data, has made considerable improvements to our organization. IRIS can grow with us. We've used a few different CRM's, including Salesforce, and IRIS is by far the best for our payment processing sales office.

As a web designer, I think the old-school design layout of IRIS is outdated, but it appears to be user-friendly enough for our agents, so it's a minor complaint.

Virtual applications have been on our radar for years. The COVID pandemic nearly made them a requirement. IRIS gives us the ability to turn our applications into virtual applications for e-sign. We also work with multiple payment processors, so integrating with both FIS and Global has been helpful.

I liked that the basics to looking up information and inputting data was very easy.

I do not like that in order to customize something, even adding a tab to the dashboard and additional workflows, is very complicated on the backend. I felt like I needed a code writer to help me!

We used IRIS as our main CRM for over a year. It was costly and did not necessarily provide our company with very many benefits besides saving a bit of time on data entry.

How it is a one-stop shop for many parts of our business.

A lot of processes are not efficient. A lot of functionality is quite limited.

Our leads and MIDs are tied together in one place

The Iris staff, is of course, very knowledgeable and helpful. They promptly respond to tickets. Additionally, the system itself is fairly easy to use and therefore user-friendly. Both programming/building new workflows and creating/converting new leads.

There is not much I dislike, but one of the main concerns is the ability to connect to other Acquirers in order to receive a live data feed for Merchant Processing. The current turn-around time to have something like this even considered is 2 years out, which we all know it is impossible to wait that length of time for any feature request. In that amount of time somenone can switch CRM providers.

With Iris CRM we are able to store all of our client data in one central location which makes it easier to access whether we are in or out of the office.

I really like the new version and how you can customize the profile and the layout is definitely a lot better. Finding tickets on the search bar is a lot easier.

the attachments being on a separate tab.

Better layout and easier to find tickets.

IRIS CRM brings everything together to make for a much more cohesive and efficient experience for our ISO. Having all our reporting in one place makes providing support much quicker and easier. It helps simplify things for our busy sales reps who can view their portfolio reporting and make tickets for all their clients across most if not all platforms without needing multiple logins. Residuals calculations and reporting have advanced significantly over the last few years and we can now compare income and expense items with ease and see where losses are coming from, etc.. Our sales team has all their leads and their Voip dialer ready anytime and anywhere so they don't miss a beat. Right from the lead reps can send an e-sign app, get notified when it has been signed, then have it submitted right through the IRIS TurboApp and get notifications from underwriting and once approved the new account is automatically loaded into IRIS. Over the past 10+ years using IRIS the functionality has advanced significantly and it is now working better than ever.

There is not much to dislike. If I had to nitpick I would go with the process of configuring and customizing the functionality, permissions, and settings of each module and feature. That can be quite an undertaking and something that is ongoing due to the ever-changing nature of merchant services and the associated processors, platforms, and service providers. It takes time to dial everything in but the IRIS team is always there to provide guidance and also listen to suggestions which they pass on directly to their developers.

We run our entire sales process through the IRIS system, helping to make our sales reps extremely efficient by putting everything they ned in one place. Once accounts are boarded our support team can provide support to clients using various processors all from one place eliminating the need for multiple reporting websites and multiple helpdesk. Residuals payouts have never been easier and residuals verification helps us eliminate unnecessary losses.

I really like how user-friendly the new IRIS CRM is. It is easier to access lead status changes right from the ticket, and eliminates the need for so many tabs! It is excellent.

I do wish the background was more eye-friendly as it is bright. However, you are able to change the colour scheme which is very useful for those of us with glasses!

When it comes to resolving tickets and making changes in the leads, the new IRIS CRM makes it much easier to navigate through tickets and lead records while making the changes needed.

The UI is streamlined and simple. It does not take much time to get used to navigating the current setup.

Some of the technical issues that persist. Most notably, not gathering data from access one or business track on time. Or glitching when opening new tickets.

Account management.

IRIS CRM brings all of the most important data from several processor portals to one easy-to-read site. For merchants, they have valuable access to their transaction and statement history. For MSPs we are able to keep track of pricing, volume, contacts, helpdesk tickets, and more.

One downside of IRIS CRM is that different processors provide different data so what you see if not always consistent across all possible processors. This is more of a limitation of the processor rather than IRIS, however.

IRIS CRM allows me to communicate with agents and merchants in one easy to track location. I can resolve tickets, take calls, complete account changes, and more all from IRIS.

I like how easy it is to navigate the helpdesk portion of the software. It provides a high degree of organization, which makes it easy to find what I am looking for.

I would like to see more customization regarding the font size. Currently, we have a lot of customization features but font size is not one of them. Being able to adjust the font size would be a great feature.

IRIS CRM allows us to be more organized and it helps improve workflow. The helpdesk portion which I utilize the most is very well designed. The dialer portion is also a great feature that allows calls to be organized and emails and notifications to be sent if a call is missed. This ensures that we can always communicate with our clients.

IRIS CRM is pretty self-explanatory, which makes it user-friendly. It has many tools to help us be successful, such as the calendar, lead queues, and documents section to help keep everything organized in one database.

Notifications can be a bit annoying, and not being able to send documents for esign to internal employees is not possible but would be useful. The new layout is much improved from the cartooney look it had before.

lead organization, support organization, clean process

IRIS is user friendly and allows for me to follow the progression of a customer from lead through active merchant.

I still need to analyze the notifications within tickets. I feel I get too many notifications.

Keeping everything in one place.

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