IRIS CRM Pricing, Features, Reviews & Comparison of Alternatives


CRM for the payment industry

4.0/5 (1 review)

IRIS CRM overview

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.


Pricing options
Value for money
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Business size



United States

Supported languages

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 reviews

Very good

Value for money
Ease of use
Customer support
Chelsea Wolske

Great Product but not as Industry specific as we wish

Used daily for 2+ years
Reviewed 2019-04-09
Review Source: Capterra

Great product over all. Used it for 10+ yearsEasy to use and helpful when keeping track of our leads and accounts. Easy to note accounts and build profiles.

Read the full review

IRIS CRM pricing

Pricing options
View Pricing Plans

Contact IRIS CRM for detailed pricing information or visit

IRIS CRM features

Automatic Notifications
Automatic Reminders
Reporting & Statistics
Third Party Integration

Activity Dashboard (182 other apps)
Activity Tracking (132 other apps)
CRM Integration (118 other apps)
Calendar Management (157 other apps)
Contact Database (113 other apps)
Custom Fields (130 other apps)
Customer Database (126 other apps)
Customizable Branding (156 other apps)
Customizable Reporting (135 other apps)
Customizable Templates (135 other apps)
Data Import/Export (151 other apps)
Electronic Payments (118 other apps)
Email Integration (156 other apps)
Mobile Integration (121 other apps)
Social Media Integration (134 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
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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


• 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.