IRIS CRM Pricing Overview

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.

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.

IRIS fits any and all your needs. As we have grown we have added on more and more of their features. Their support staff is top notch and super available with any issues you have.

Some might say that the only downside is the cost but really their pricing is based how much of it you are using so it scales with your usage.

We started out using IRIS for our residuals and have now progressed to using it for our daily operations, in-house scheduler and super sales tool. We are about to adding phone system as well.

A very wide variety of features including: 1) API connection to Processors. 2) Portal for Merchants to view transactions, statements, and chargebacks 3) Invoicing The greatest strength of IRIS is the ability to offer this wide range of features in simple, streamlined, and satisfying interface. New users can be trained up very quickly.

Unfortunately, the greatest strength of IRIS is also its greatest weakness - Simplicity. Though the feature set is wide it does not go very deep in many areas. (PDF document programming being one notable exception. It is outstanding and goes very deep). Key areas that need deeper functionality: 1) Reporting 2) Billing 3) Field customization. Formulas, mirror fields, lookup fields, multi-select picklist fields. 4) Dashboards 5) Restricted to mass emailing 500 accounts per day Even with these limitations in mind I still give a strong recommendation to IRIS.

Being able to access the transaction data, statements, and Chargebacks for customers is a wonderful benefit. Plus the API connection to submit applications directly to the Processor.

IRIS is fairly intuitive and makes boarding merchants easier. Additionally, having templates for pricing, emails, etc saves me time. I like that it is user-friendly for our merchants as well. We rarely have to walk them through anything. They receive their credentials and are off to the races.

Some of the more complex things I do in IRIS are cumbersome. For example, if I want to update half a dozen pricing templates with the same set of changes, I have to update each template separately, deleting the same set of fields on each one and adding the same set of fields on each one, instead of doing a bulk update across all 6 templates at once.

It houses our merchant account details, populates online forms they complete, and is integrated with our backend systems, which allows data and reports to be generated for us internally and for our merchants.

Iris makes it easy to automate our recurring processes & data entry, generate templates for communication, helps with time management, organization, and they are always making improvements based on our feedback & from other users. Any time we run into a problem the support team is responsive and helpful, whether by email or through their quick chat service available any time you are logged in.

Iris is doing a great job at collecting and implementing feedback the only items I dislike I'm confident Iris will continue to improve over time.

Automation of many processes, quick email templates, speedy data entry from lead duplication, looking to integrate eSignature to the process in the future.

Two things set them apart. 1) The quality of the product. 2) The quality of the individuals that support the product.

There isn't much to dislike. If you arent using any of the major processors (First Data, TSYS, Elavon to name a few) they have relationships with, you wont gain the benefits of the onboarding automation and transaction reporting.

Reducing the need to have login access to multiple different platforms in order to verify transaction/settlement info, pull statements, etc. Redundancy of data entry into multiple systems Ensure consistency of data between processors and CRM Inbound and outbound residual file reconciliation, calculation, reporting management - If your current process includes any sort of manipulation of excel data, or manual parsing of files (particularly for those using multiple back-ends), IRIS already has import templates built out for the majority of the major processors. I can go on for another hour but the reality is their value cant be quantified in words. The expertise and professionalism that comes with the solution also cannot be quantified in words. Call them! Schedule a demo! Thank me via linkedin later. Disclaimer: Other than being one of IRIS's early adopters back in 2013ish, and now a new customer again in 2020, I have no other relationship with the company. Not receiving anything for this review. Special thanks to: Jared for an unusually pleasant sales process; Jaron, Pablo and Mario for all of the work you've done and continue to do to support our implementation efforts; Dimitri for ensuring it all comes together with such attention to detail.

The reporting is much cleaner and faster than any of the big name processors.

The datasources can be difficult to manage.

Generally processors have 5-6 different tools that need to be accessed to manage a portfolio. Iris manages to wrap all these into a single roof. The ability to do real time maintenance on TSYS and also dispute chargebacks for FiServ is a huge plus.