IRIS CRM Features

IRIS CRM

CRM for the payment industry

4.8/5 (10 reviews)

IRIS CRM Feature Summary

  • 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

Competitor Feature Comparison

ACH Payment Processing
API
Appointment Management
Automatic Notifications
Calendar Sync with Google
Call Center Management
Call Recording
Communication Management
Contract Management
Data Migration
Data Visualization
Electronic Signature Capture
Filtered Views
Forecasting
History Tracking
IVR / Voice Recognition
Pipeline Management
Proposal Generation
Reminders
Reporting & Statistics
Sales Reporting
Single Sign On
Support Ticket Tracking
Third Party Integration
User Management
Visitor Tracking
Learn moreCompare App
ACH Payment Processing
API
Appointment Management
Automatic Notifications
Calendar Sync with Google
Call Center Management
Call Recording
Communication Management
Contract Management
Data Migration
Data Visualization
Electronic Signature Capture
Filtered Views
Forecasting
History Tracking
IVR / Voice Recognition
Pipeline Management
Proposal Generation
Reminders
Reporting & Statistics
Sales Reporting
Single Sign On
Support Ticket Tracking
Third Party Integration
User Management
Visitor Tracking
Visit WebsiteCompare App
ACH Payment Processing
API
Appointment Management
Automatic Notifications
Calendar Sync with Google
Call Center Management
Call Recording
Communication Management
Contract Management
Data Migration
Data Visualization
Electronic Signature Capture
Filtered Views
Forecasting
History Tracking
IVR / Voice Recognition
Pipeline Management
Proposal Generation
Reminders
Reporting & Statistics
Sales Reporting
Single Sign On
Support Ticket Tracking
Third Party Integration
User Management
Visitor Tracking
Visit WebsiteCompare App

IRIS CRM Feature Reviews

9 reviewers had the following to say about IRIS CRM's features:

Megan McKenna

Ease of Use

2020-06-09

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.

Cons

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

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ben McCawley

IRIS CRM is a great and valuable business tool

2020-11-16

Positive and exciting.

Pros

While IRIS has many valuable functions and features, the most important thing to me is the support I receive when I have questions about those features. I have had nothing but pleasant service from their support personnel and their knowledgebase is clear and extensive.

Cons

I think that there are some challenges when it comes to the consistency in reporting data fields between different processors, but I understand how that is to be expected.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nathalie Villarreal

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

2020-11-04

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

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

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ron Dichger

Great system for the payments industry

2020-07-02

Great team that cares about its customers.

Pros

The integrated dialer and the way records collect data from the various products are great!

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Marlena Vitel

Residual Import

2020-06-05

Great experience. The customer support is very knowledgeable and always helpful.

Pros

Ability to import daily feed from different Processors.

Cons

We would like to have the profitability broken down by Card Type (Visa, MasterCard, Discover and American Express) separately so we can see the profit by card type. No eta on the availability of this.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alex Chopra

Great Customer Support

2020-06-22

Pros

While the issue was not time-sensitive, I could tell it was a high priority for [SENSITIVE CONTENT HIDDEN] to solve it for us.

Cons

Thanks for the hard work and dedication to customer support.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Robin Turkell

Support

2020-05-27

Keeping track of all our clients, paying residuals to our agents...this program has greatly increased our efficiency

Pros

I do want to tell you how helpful [SENSITIVE CONTENT HIDDEN] has been. He is a treasure! Helping me with my craziness he deserves a medal of valor. Onward we march with IRIS.

Cons

Overall look of site is more challenging to change.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chelsea Wolske

Great Product and very industry specific

2019-05-06

They are a great company and have fantastic customer service.

Pros

It allows for our company to pay agents much easier with their built in residual tool than before with our previous CRM.

Cons

They are a "newer" company which always comes with a few bugs and growing pains. However, because they are new, they are always looking for genuine feed back and will implement our suggestions more so than a company who has been around longer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Stephanie Durandisse

Customer Service Support

2020-11-06

Pros

Their customer service team is phenomenal.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more