8.9
Spot Score
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IRIS CRM stands out as a versatile and comprehensive solution tailored for the payments industry, earning high praise from users for its functionality, user-friendly interface, and robust set of features. Its ability to centralize workflows—ranging from lead management and reporting to onboarding and residual calculations—makes it an invaluable tool for ISOs and ...Read more
Exceptional customer service with knowledgeable and responsive support staff, ensuring quick resolutions.
User-friendly and intuitive interface, making it easy to navigate and use, especially for new users.
Comprehensive features like lead management, ticketing, residuals reporting, and VoIP integration, streamlining workflows for ISOs and sales teams.
Highly customizable, allowing users to tailor workflows, fields, and reports to meet specific business needs.
Some users find the system's layout (especially in earlier versions) cramped, with information packed too closely together.
Steep learning curve for new users due to the abundance of features and functionalities.
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SV
Shane V
05/11/23
"I'm a daily user of IRIS and hope it stays that way"
What do you like best about IRIS CRM? IRIS is fairly intuitive and makes boarding merchants easier. Additionally, having templates for pricing, emails, etc saves me time. I like that it is user-friendly for our merchants as well. We rarely have to walk them through anything. They receive their credentials and are off to the races.
FL
frank l
05/11/23
"Review"
What do you like best about IRIS CRM? Have a lot of features, also have direct integration with the processors What do you dislike about IRIS CRM?
AU
Anonymous User
05/11/23
"Easy to use and very customizable"
What do you like best about IRIS CRM? I like that i can create and make it cutom to my needs with instant help from their support team. What do you dislike about IRIS CRM?
MC
Michael C
05/11/23
"My experience with Iris has been great"
What do you like best about IRIS CRM? I like that I am able to download a variety of reports and track everything from volume by card type to the number of transactions as well. I have not had any experience with competitors.
MG
Michael G
02/23/23
"Best CRM"
What do you like best about IRIS CRM? The auto opening of new windows to stay organized. What do you dislike about IRIS CRM?
AR
Alan R
02/22/23
"Easy to use on the web and to extend using api"
What do you like best about IRIS CRM? The easy to use api that lets us do a lot of work automatically. Plus the interface on the web is intuitive and simple to use.
MM
Mike M
02/22/23
"Review of IRIS"
What do you like best about IRIS CRM? I like how compatible it is with both mobile, and computer. IT is super easy to use and functions the way that i need to on a daily basis! The input is easy on leads!
AA
Asad A
02/22/23
"An extremely comprehensive CRM for ISOs that simplifies many processes albeit with a few hiccups."
What do you like best about IRIS CRM? What I like about IRIS is how it puts the many features required to be a functional ISO into one space. This, along with the fact that many parts are buildable by the ISO, such as the lead cards, tickets, how tickets work, etc, makes it extremely useful for reporting, handling data, and managing customer relations. Being able to change things up as users share their experiences is very nice.
JP
Jennifer P
02/22/23
"CRM for the Payments Industry"
What do you like best about IRIS CRM? Residual calculations will cut the amount of time it takes to calculate them on your own by half. The application process with e-signature is a fantastic tool for sales people who are out in the field trying to get apps signed.
RS
Regilyn S
02/21/23
"Very Convenient"
What do you like best about IRIS CRM? The Features. Adding the leads, calls and SMS. What do you dislike about IRIS CRM?
