Name: IRIS CRM
Rating: 8.9 (8 reviews)
Author: Integrated Reporting Is Simple, LLC.

Help Desk

Web and Video Conferencing

Customer Support

No-Code Development

Development

Admissions and Enrollment

School Management

Education

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Enterprise Content Management

Manufacturing Execution

PDF Editors

Privacy Policy Generators

Statistical Analysis

Visitor Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Referral

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Application Lifecycle Management (ALM)

Application Performance Management (APM)

Cloud Storage

Complex Event Processing

Composable Infrastructure

Configuration Management Databases

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Log Management

Network Operating Systems

Network Performance Monitoring

SIP Trunking

SOA Application Gateways

Telecom Expense Management (TEM)

Unified Communications Monitoring

Vendor Risk Management

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Channel Management

Content Management

Email Deliverability

Email Marketing

Employee Advocacy

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Writing and Proofreading Tools

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Social Commerce

Sales

Chargeback Management

Clinical Data Management

Construction Management

Fleet Management

Membership Management

Municipal

Online Fax

Restaurant POS

Roofing

Simulation

Text Analysis

Travel Agency

Warranty Management

Vertical-Specific

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### Merchant Services
User sentiment regarding IRIS CRM's merchant services capabilities is predominantly positive, with users highlighting the platform's ability to streamline merchant onboarding, provide integrated outlook, and facilitate residual income calculations. The software's merchant-facing portal is commended for its effectiveness in daily sales reconciliation and application boarding processes. Additionally, users appreciate the system's processor-independent reporting features that contribute to enhanced growth and productivity within the payment processing industry. Despite some minor concerns raised about user experience testing and feedback implementation, overall feedback indicates that IRIS CRM's merchant services functionality is well-received and beneficial for users in the payment processing sector.

### Payment Processing
User feedback on IRIS CRM's account management and boarding functionalities varies. When it comes to payment processing, users generally appreciate the ease of boarding merchants and the efficiency in handling residuals. However, some users express a desire for deeper functionality in areas such as reporting, billing, and field customization. Despite these limitations, users find IRIS CRM's payment processing capabilities to be beneficial for managing accounts and calculating residuals efficiently. The system's simplicity is both praised and criticized, with users highlighting its user-friendly interface but also noting areas where more depth is needed.

### Residual Calculations
Users consistently highlight the efficiency and accuracy of IRIS CRM's residual calculations. The system's ability to streamline the process of uploading and analyzing residual reports from various suppliers has significantly improved time management and reduced manual errors. Additionally, users appreciate the ease of setting up residual management tools and the quick implementation process. The integration capabilities with processors and e-sign software further enhance the overall experience, making IRIS CRM a valuable tool for handling residual calculations in the payment processing industry.

### Lead Management
Users generally praise IRIS CRM's lead management capabilities, highlighting its user-friendly interface and efficient lead tracking system. The platform's ability to streamline lead organization, communication with agents, and tracking of lead progression from initial contact to active merchant status is well-received. Users appreciate features like lead queues, lead status changes visibility, and the ease of dispatching leads to sales representatives. Despite some minor challenges in setting up lead fields, users find IRIS CRM's lead management to be a valuable asset in their day-to-day operations.

### Sales Pipeline Management
Users have consistently highlighted IRIS CRM's sales pipeline management as a pivotal feature that significantly contributes to their sales process efficiency. The platform's intuitive interface and streamlined workflow capabilities have garnered positive feedback, enabling sales reps to effectively manage leads and opportunities throughout the sales cycle. Additionally, the clear visual representations and robust sales pipeline tracking tools have been commended for enhancing visibility and decision-making within sales teams.

### Agent and Rep Management
Users generally appreciate IRIS CRM's comprehensive approach to agent and merchant management. The platform's agent and rep management functionalities are praised for their ability to streamline communication, track leads effectively, and simplify the process of resolving tickets and making account changes. While some users have raised concerns about the system's user experience testing and feedback implementation, the overall consensus is positive regarding the efficiency and organization that IRIS CRM brings to managing agents and reps. The system's customizable features, such as document mapping and residual calculations, have significantly improved operational processes and reduced errors, leading to increased efficiency and satisfaction among users.

### Reporting and Analytics
Users consistently highlight IRIS CRM's reporting and analytics capabilities as a key strength of the platform. The reviews emphasize the ease of generating various reports, tracking important metrics, and the efficiency gained in managing residual reporting. Additionally, users appreciate the comprehensive reporting features that enable data-driven decision-making and streamline the process of analyzing key performance indicators. The sentiment across the reviews indicates that IRIS CRM's reporting and analytics functionalities are well-regarded by users for their effectiveness and user-friendly interface.

### Data Management and Security
Users consistently highlight IRIS CRM's robust data management and security capabilities, emphasizing its efficiency in handling sensitive information and ensuring data integrity. The system's ability to centralize data from various processors and platforms, along with its streamlined processes for data entry and reconciliation, has garnered positive feedback from users. Additionally, the prompt and knowledgeable support team's dedication to resolving any data-related issues promptly has been a key factor in users' satisfaction with the platform's data management and security features.

### Performance Tracking and Optimization
Users consistently highlight IRIS CRM's performance tracking and optimization capabilities as a key strength of the platform. The system's ability to efficiently track leads, merchants, tasks, and follow-ups has garnered positive feedback from users. Additionally, the software's organization and tracking features have been commended for enhancing overall efficiency and productivity within businesses. Users appreciate how IRIS CRM streamlines processes, improves communication, and provides valuable insights through its performance tracking and optimization functionalities.

### Customer Support and Service
Users consistently praise IRIS CRM's customer support and service capabilities, highlighting the responsiveness and helpfulness of the support team. They appreciate the prompt assistance provided by the service team, noting that issues are resolved efficiently. Users also value the continuous improvements made based on feedback, showcasing the dedication of the customer support team to enhancing user experience. The support staff's knowledge and willingness to educate users on problem-solving contribute to a positive overall perception of IRIS CRM's customer support and service.

### Ticketing and Helpdesk
Users consistently highlight IRIS CRM's ticketing and helpdesk features as key strengths. The majority of reviewers praise the ease of use and efficiency of the helpdesk system, noting that it streamlines communication with agents and merchants. Users appreciate the organization and accessibility of tickets, making it simple to track and resolve support issues promptly. While some users mention minor issues with notifications, overall, the helpdesk functionality is commended for enhancing workflow and customer communication.

### Integration and API Management
User feedback on IRIS CRM's integration and API management is generally positive, with users highlighting the ease of use and the ability to automate tasks efficiently through the API. Some users appreciate the wide variety of integrations available, especially with processors, which enhances their workflow and reporting capabilities. However, there are occasional challenges mentioned, such as the need for API usage for specific tasks and the desire for improvements in certain API functionalities. Despite these minor drawbacks, users acknowledge the strong support from the IRIS team in addressing integration issues and providing assistance when needed.

### Customization and Personalization
The feedback on IRIS CRM's customization and personalization capabilities is generally positive, with users highlighting the ease of setting up and customizing the platform to meet their specific needs. Users appreciate the ability to make changes and customize features according to their requirements. Some users have mentioned a desire for further improvements in terms of customization options, particularly in customizing transaction views. Despite some minor concerns, the overall consensus is that IRIS CRM offers a solid level of customization and personalization for users to tailor the platform to their preferences.

### User and Access Management
Reviewers have shared a mix of feedback on IRIS CRM's permissions and access management functionalities. Some users find the system's user permissions to be somewhat convoluted, particularly when dealing with group settings overriding individual label configurations. On the positive side, administrators appreciate the control they have over user permissions and the gradual comfort they gain with merchant-facing features. The support chat feature is highlighted as a valuable resource for resolving access-related queries efficiently. While some technical issues persist, users acknowledge the ongoing support and guidance provided by the IRIS team in addressing these concerns.

Users have provided several recommendations for the product based on their experiences. The most common recommendations include:

- Users suggest scheduling a demo before using the product. This allows potential users to get a better understanding of the features and functionality of the software, and how it can meet their specific needs.

- Users recommend reaching out to the company for a consultation. The support team is praised as being amazing to work with, and they tailor demonstrations around specific needs. This ensures that users can fully explore the capabilities of the product and determine if it aligns with their requirements.

- Users advise taking the time to understand the software and make it a center point for the company. The user-friendly interface, along with great tracking and reporting features, contribute to its overall usefulness. Additionally, the company has dedicated time to building out the needs of their clients, which lends credibility to its effectiveness as a CRM solution.

These recommendations highlight the importance of exploring the software through demos and consultations, as well as investing time in understanding its capabilities for optimal utilization within an organization.

User-Friendly and Easy to Learn: Many users have found the CRM to be user-friendly and easy to learn, customize, and manage. They appreciate the ability to set up and customize the CRM to match their individual needs, as well as the ease of making additional changes. The intuitive features and design of the CRM make it easy for users to figure out complex processes. The streamlined and simple user interface is also praised for being easy to navigate and learn. Overall, the CRM is considered super user-friendly and allows for smooth integration with processes and forms.

Useful Features: Users highly value the range of useful features offered by the CRM. They appreciate the integrated dialer, ability to import daily feeds from different processors, and comprehensive contact management features. The CRM provides efficient and effective reporting capabilities, allowing users to track email communication, contacts, deal flow, and reporting. The tracking capabilities of the CRM are praised for their ability to streamline and organize business operations.

Exceptional Functionality and Integrations: The CRM is commended for its exceptional functionality and integrations. Users find it valuable that the CRM is specifically designed with their industry in mind, offering built-in tools that catered to their needs. The CRM allows for centralized data across multiple processors, making it useful for their industry. The ability to integrate the CRM with websites using their API and features like lead creation, signature management, tab management were highly appreciated.


Inefficient Processes and Limited Functionality: Some users have expressed frustration with the software's lack of efficiency and limited functionality, stating that it hinders their workflow and prevents them from fully utilizing its features.

Outdated Look and Feel with Difficult Document Upload: Several users have mentioned that the software has an outdated look and feel, which they believe should be modernized to provide a more user-friendly experience. Additionally, they have noted the need for an easier way to upload documents for signatures.

Difficulty in Finding Information: Users have stated that navigating through the software can sometimes be challenging as it requires a lot of digging and clicking around to find the information they are looking for.

The software has transformed the sales process by consolidating all necessary information into one centralized platform, eliminating the need for multiple reporting websites and helpdesks. Users rely on its ability to provide assistance to clients using multiple processors, streamlining workflow and increasing efficiency. The software's verification feature simplifies residuals payouts, reducing the risk of unnecessary losses. It serves as a comprehensive solution for administrators, agents, and merchants, offering a convenient one-stop-shop for all their needs. With improved layout and search functionality, users can easily find and manage tickets, while the CRM capabilities enable efficient client contact management and note-taking. Users appreciate how the software allows them to track interactions with merchants effectively. By combining sales CRM and financial tool functionalities in one platform, users can navigate through tickets seamlessly and make necessary changes to leads effortlessly. Additionally, the software is instrumental in managing leads and looking up merchant information. It also aids in account management, making processes more efficient. The software's auto-boarding and lead tracking features are particularly valuable for software partners. The built-in helpdesk functionality improves workflow and communication with clients. Users also find support for merchant services invaluable. The software enables users to track sales channels, monitor incoming business, and achieve key performance indicators. Its centralized reporting capabilities make generating and analyzing business data easier than ever before. Integration options provided by the software help users accurately map documentation, ensuring smooth operations. Overall, the software enhances customer relationships, increases sales effectiveness, enables data-informed decision-making, and promotes collaboration within organizations. It has become an indispensable tool for managing pipelines with real-time data, solving account organization issues, maintaining productivity workflows, centralizing merchant account details, streamlining communication with agents and merchants, improving time management through automation of residual report uploads, organizing and managing merchants throughout the entire process, reaching a larger client base, tracking customer interactions accurately while keeping everyone informed in the business. It also plays a crucial role in tracking leads, merchants, residuals, and facilitating effective communication. Users appreciate how the software simplifies tasks such as merchant transaction checks, helpdesk support, lead organization, and maintaining a clean process. With its reliable features and a focus on organization and efficiency, the software has replaced email as the primary means of communication for many users. Anticipation is high for the upcoming 2.0 version, expected to deliver an even better user experience.

IRIS CRM is a customer relationship management (CRM) software focused on lead management, marketing automation, and business process automation.

Starter

Professional

Unlimited

Agentforce 1 Sales

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IRIS CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Likelihood to Recommend

Usability

Support Rating

Sales Force Automation

Customer Service & Support

CRM Project Management

CRM Reporting & Analytics

Customization

Security

Social CRM

Integrations with 3rd-party Software

Platform

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Compensation management

Mobile access

Integrated Reporting Is Simple, LLC.

This is the technique of using software to automate certain sales-related tasks.

The software acts as a single source for all customer data and enables users to access that data efficiently.

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Users can defines salesperson territories based on customer or market characteristics.

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Users can create, process and fulfill price quotations and sales transactions.

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

This component of CRM software automates help desk, call center and field service management.

This includes incident/ticket creation, routing, escalation, and resolution.

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

This includes lead generation, scoring, qualification, routing, and nurturing.

This involves the ability to send mass email to groups of people based on particular qualifications.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

This includes the ability to plan, track, collaborate and report on tasks.

This includes automated invoice creation and billing.

Software provides a broad range of standard and the ability to build custom reports.

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

The software helps users accurately forecast sales based on volume and conversion metrics.

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Users can create reports and dashboards unique to their needs.

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Users can create custom fields to store additional information on standard and custom objects.

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

IRIS CRM

Overview

What is IRIS CRM?