IRIS CRM Reviews & Product Details

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.

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.

Whether it's a quick question or something a little more complex, IRIS always is there to respond whether via chat or phone. Luis is phenomenal when walking you through a solution step by step. He takes his time to ensure you have resolved your issue successfully. Luis helps to make IRIS a great CRM.

I currently don't have any dislikes about IRIS.

IVR, Dialer, Porting Phone Number. I have realized we can get all of our benefits and need as an ISO from IRIS CRM.

One of the best things about IRIS is the team! They have assisted me all hours of the night and day to ensure any issues I had (specifically, we had issues with residuals calculating properly sometime last year) were addressed as quickly as possible to ensure we paid our agents accurately. The President stayed side by side with his team and provided solutions and ensured I was connected with someone who could get the job done, get it done accurately and think outside the box!

At this time, I cannot think of anything I dislike. Once the system is loaded with correct schedule A's and mappings it became smooth sailing!

We were able to essentially have a one stop shop with the IRIS CRM. The amount of information the CRM stores is very surprising. I simply can't believe that I can easily download residual files that were from when we first started with IRIS!

I like that i can create and make it cutom to my needs with instant help from their support team.

I wish their were was even more functionality when it comes to user classes and groups.

It helps me really create pipelines to differentiate different aspects of our business. It keeps everyone up to date with real time data.

The most helpful tool on the IRIS CRM is getting notifications when a ticket is opened up, and it helps keep tasks in check. From my experience, IRIS is one of the best CRMs you can use!

The only downside for IRIS CRM is that the website looks a little outdated. The good news is that a new version titled V2 will be released and bring a fresh look to the IRIS CRM.

IRIS CRM helps us solve the organization of our accounts and gives us easy user access to them. With IRIS CRM, we can keep our workflow productive and our business steadily growing.

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.

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 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.

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.

Customer service from lead Tech Mohammad was essential to getting this up and running.

Intake took a very long time with a lot of back and more forth. Did not understand why they don't have an archive of all processors they work with.

Saved me hours of reconciliation time with MIDs and agents.

I like the most of the API and the experience that the sales reps can have. It does a lot for residuals which is a nice feature with your sales CRM. It is easy to create a good workflow for employees. They have a support rep named Eric; he is fantastic.

The dialer's recordings are awful. Call routing is not very sophisticated. There are no listeners for merchant tables. I would say my only real complaints are the dialer. It is below expectations, especially for what people pay for that feature. The dialer metrics are unreadable, and there are no API endpoints to get that data. It is not good. I would also say that permissions are not straightforward. For example, if you have a group setting, it will override label settings in documents. It is the right move, but tracking down a permissions issue can be next to impossible. Also, some minor things, like being able to hide statuses by group, not just the entire status category. Email triggers only go out to assigned users on a lead; it would be cool if there were an ability to email a class on a trigger whether or not they're set to a lead The tiny amount of permissions regarding people and their ability to view merchant records and financial information is highly annoying. For example, if a support rep is assigned to a lead, they will be assigned to that merchant record and can view the financial statement. How about permission to disable that for specific users? Or control that on a more granular level. That is a huge miss. Also, when financial information is pulled at ~3 AM, it will create a new lead record if a lead does not have a matching MID, which can be frustrating to clean up. A section should be made where administrators or accountants can connect leads with the correct merchant record before the system creates a blank. We have spent a lot of time cleaning this up because some banks get MIDs at the very beginning of the underwriting process, and some get them at the very end, so if the timing is off, you may have hundreds of leads in your system which have no info but a MID

It's a sales CRM and financial tool all in one.

You can integrate it with your website using their API, you can create leads, signature, many features to manage tabs and leads.

Bad layout, it takes a while to return something through their API, I had to ask them to return the lead ID (it's obvious) in a separate variable in JSON because they just added in a string like: Your lead ### has been created.... they already changed it.

Registration form for a Merchant.