IRIS CRM Pricing, Features, Reviews & Comparison of Alternatives

IRIS CRM

CRM for the payment industry

4.8/5 (10 reviews)

IRIS CRM overview

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.

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.
www.iriscrm.com

Pricing

Pricing options
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
IRIS CRM screenshot: Pre-populate merchant agreements with lead informationIRIS CRM: Best Merchant Services CRM ISO Management PlatformIRIS CRM screenshot: eSign new accounts anywhere, anytimeIRIS CRM screenshot: Visitor tracking technology enables users to see what their prospects are clicking on and what they are interested in so that they can target them effectivelyIRIS CRM screenshot: Track sales related activities like new accounts, notes added, emails sent, and moreIRIS CRM screenshot: Check all set, seen, confirmed and rescheduled appointments conveniently in one placeIRIS CRM screenshot: Users can create professional proposals quickly, then share them with their team

IRIS CRM user reviews

Excellent
8

Very good
2

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.7
  4.8
  4.8
  4.9
Megan McKenna

Ease of Use

Used daily for 1-2 years
Reviewed 2020-06-09
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Ron Dichger

Great system for the payments industry

Used daily for 2+ years
Reviewed 2020-07-02
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Nathalie Villarreal

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

Used daily for 1-2 years
Reviewed 2020-11-04
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Zandre Kock

Good features

Used daily for 2+ years
Reviewed 2019-12-05
Review Source: Capterra

Very helpful with regards to quickly accessing lots of diffrent stats for the monitored devices

Pros
I like the way you can group certain devices and are allowed to monitor many diffrent features of the devices.

Cons
If you do not apply for a faster polling rate, then your stats could be skewed by a longer average polling rate

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Stephanie Durandisse

Customer Service Support

Used daily for 2+ years
Reviewed 2020-11-06
Review Source: Capterra

Pros
I love that IRIS continues to implement key features for ISOs like us to continue to grow. Their customer service team is phenomenal. Whether it's a quick question or something a little more complex, IRIS always is there to respond whether via chat or phone. [SENSITIVE CONTENT HIDDEN] is phenomenal when walking you through a solution step by step. He takes his time to ensure you have resolved your issue successfully. [SENSITIVE CONTENT HIDDEN] helps to make IRIS a great CRM.

Cons
There isn't much that I feel needs to improve.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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IRIS CRM pricing

Pricing options
Subscription
View Pricing Plans

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

IRIS CRM features

API
Automatic Notifications
Reminders
Reporting & Statistics
Third Party Integration

Activity Dashboard (296 other apps)
Activity Tracking (202 other apps)
Calendar Management (210 other apps)
Contact Management (169 other apps)
Custom Fields (165 other apps)
Customer Database (202 other apps)
Customizable Branding (252 other apps)
Customizable Reporting (188 other apps)
Customizable Templates (212 other apps)
Data Import/Export (228 other apps)
Electronic Payments (173 other apps)
Email Integration (224 other apps)
Real Time Data (157 other apps)
Social Media Integration (201 other apps)
Surveys & Feedback (183 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Categories

Videos and tutorials

Additional information for IRIS CRM

Key features of IRIS CRM

  • ACH payments
  • API
  • Appointment board
  • Automatic notifications
  • CRM
  • Calendar integrations
  • Calendar/reminder system
  • Call center management
  • Call forwarding
  • Call logging
  • Call queues
  • Centralized merchant boarding
  • Click-to-call, recordings, IVR & voicemail
  • Communication tools
  • Custom proposals
  • Customer portal
  • Data migration
  • Dialer metrics
  • Electronic contracts
  • Electronic signature
  • Email validation
  • Integrated dialer
  • Interaction tracking
  • Internal chat integration
  • Lead management
  • Marketing automation integration
  • Merchant level metrics
  • Merchant retention module
  • Merchant tracker
  • Pipeline management
  • Portfolio wide metrics
  • Processor integrations enabled
  • Quotes/proposals
  • Residual calculations
  • Residual income reporting
  • Residuals management
  • Sales metrics
  • Segmentation
  • Single sign on
  • Smart reports
  • Support ticket tracking
  • Unlimited users
  • Visitor tracking
  • Visual dashboard
  • White-labeled account management portal
View All Features

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.