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IRIS CRM Logo

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CRM for the payment industry

(3)

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IRIS CRM Pricing, Features, Reviews and Alternatives

IRIS CRM FAQs

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

IRIS CRM has the following pricing plans:
Starting from: $1799.00/month
Pricing model: Subscription

These products have better value for money


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. Does IRIS CRM support mobile devices?

IRIS CRM supports the following devices:
Android, iPad, iPhone


Q. Does IRIS CRM offer an API?

Yes, IRIS CRM has an API available for use.


Q. What other apps does IRIS CRM integrate with?

IRIS CRM integrates with the following applications:
authorize.net, Microsoft Outlook, Adobe Acrobat Sign, Paysafe, LiveChat, ZipRecruiter


Q. What level of support does IRIS CRM offer?

IRIS CRM offers the following support options:
FAQs/Forum, Phone Support

IRIS CRM product overview

Price starts from

1799

Per month

Usage Based

What is IRIS CRM?

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.

Key benefits of using IRIS CRM

• 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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Phone Support

Training options

Webinars
In Person
Documentation
Live Online
Videos

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Why am I seeing this?

IRIS CRM pricing information

Value for money

4.7

/5

24

Starting from

1799

Per month

Usage Based

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

IRIS CRM features

Functionality

4.8

/5

24

Total features

29

3 categories

Most valued features by users

Reporting/Analytics
Third-Party Integrations
Alerts/Notifications
API
Reporting & Statistics
Mobile Access
Email Marketing
Contact Management

IRIS CRM users reviews

Overall Rating

4.8

/5

24

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.38/10
Rating distribution

5

4

3

2

1

18

6

0

0

0

Pros
The integrated dialer and the way records collect data from the various products are great. Super helpful support too.
Additionally, the team is great to bounce ideas off to see what other ways you can take advantage of the system. It is pretty robust and we have found the options are limitless.
I have had nothing but pleasant service from their support personnel and their knowledgebase is clear and extensive.
Cons
The template set up and the sent emails may or may not show up in our sent files. Transferring data from emails into the leads is a bit difficult if possible at all.
There isn't too much we don't like. I cant even think of any at the moment.
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Jennifer S.

Banking, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Top notch service and support!

Reviewed 3 years ago

IRIS is doing everything our last CRM was doing but so much more, reporting, tracking, document management, merchant portfolio data, residuals...you name it in the merchant processing industry and IRIS has you covered. Managing our reps has become seamless because we use IRIS to track the status of our leads and manage our reps that are now working remotely. Soup to Nuts, IRIS does it all! We love the email tracking features and I am sure there is a lot we still have left to learn and utilize. We are just scratching the surface.

Pros

We recently switched to the IRIS CRM from Salesforce and the migration was seamless plus we had top notch support every step of the way. As and administrator the back end setup and management is a breeze, very easy to learn, understand and customize. Our implementation manager [SENSITIVE CONTENT HIDDEN] has been awesome, we are loving the features available to us, the system is easy to use and navigate plus it is built for our industry. I have been most surprised with the support we have received, not only from [SENSITIVE CONTENT HIDDEN] and the representatives standing by on chat to answer any question I may have. IRIS is open to our feedback as well and the turn around time on updates have been outstanding. They really have thought of everything for the merchant services sales industry.

Cons

Thus far there is nothing I have disliked about IRIS. If there is anything you want to change or customize they get right on that for you.

MM
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Megan M.

Financial Services, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Ease of Use

Reviewed 4 years ago

I have enjoyed working with Iris CRM. The system is easy to use and their team is very knowledgeable and extremely helpful in resolving any questions or trouble tickets.

Pros

The CRM is easy to set and customize to match your needs. Once set up it is easy to maintain as well as make additional changes. Their customer service team is amazing to work with. They allow feature requests and you actually see them implemented in a rather timely manner. Additionally, the team is great to bounce ideas off to see what other ways you can take advantage of the system. It is pretty robust and we have found the options are limitless.

Cons

Because the system can be customized so much, it does take a bit of work setting up workflows, email triggers, and reporting. Currently, they are not integrated to a lot of Merchant Acquirers so we are not able to take full advantage of having all of our data in one central portal. However, since you are able to submit feature requests you can help design their roadmap based on necessity and demand.

LB
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LIVA B.

Consumer Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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My IRIS Experience

Reviewed 3 years ago
Pros

This was the first CRM I have ever been involved with and the IRIS team was extremely helpful in getting us set up. The Program it's self has been developed and grown since we brought it to our company almost 4 years ago. The ease of reporting has been wonderful.

Cons

There have been some growing pains. The email integration has been slow. the template set up and the sent emails may or may not show up in our sent files. transferring data from emails into the leads is a bit difficult if possible at all. Our Calendar does not link to our working calendar's within outlook or google. New integrations have not been easy.

RD
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Ron D.

Business Supplies and Equipment, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great system for the payments industry

Reviewed 4 years ago

Great team that cares about its customers.

Pros

The integrated dialer and the way records collect data from the various products are great! Super helpful support too.

Cons

I'd like to see the system have more marketing and automation to it. There are a ton of automation adds that would make this system even more valuable to my team.

NV
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Nathalie V.

Financial Services, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great CRM that focuses on what we as a Payments Industry Sales Office needs! Great Tech Support!

Reviewed 4 years ago

Its been exceptional! We learn more about it everyday and really see the worth. [SENSITIVE CONTENT HIDDEN] are individuals we deal with a great amount and they both always are available for general inquiries we might have about the system. They work quickly and usually can resolve any issues or answer any questions that same day. [SENSITIVE CONTENT HIDDEN] is a residual reporting GURU! We work with over 6 different processors who we receive residual reporting for and to have 1 system calculate and report out all the data we need can be difficult but not with IRIS and with [SENSITIVE CONTENT HIDDEN] help we are able to do alot!

Pros

Really focuses o our needs as an ISO. Support from the IRIS team is wonderful! If I ever have questions on how to make the CRM work better for me they either have a solution or a work around to suggest. They help centralize all our data in 1 place across multiple processors.

Cons

there isn't too much we don't like. I cant even think of any at the moment.

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