IRIS CRM Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
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Payment Depot
Celero
Flashbanc
tocharge
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Overview
Pricing
Features
Buyer feedback
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
Blogs
What is IRIS CRM?
The IRIS CRM software is based on our rich "CRM On Demand" technology, which provides the highest levels of security, efficiency, reliability and affordability. It encourages a business to manage as many contacts as necessary while keeping a single database. The intuitive, graphical user interface offers multiple features such as the ability to manage multiple folders and records, assign tasks to users, and send e-mails with attachments.
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
SOC 2Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
IRIS CRM Software Demo
IRIS CRM was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider IRIS CRM
- Team types
- Large Enterprises, Medium Business
Why teams choose IRIS CRM
Strong security features for data protection
Efficient management of multiple contacts
Intuitive user interface
Is IRIS CRM right for you?
What buyers should know before shortlisting IRIS CRM
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 sales teams seeking efficiency and organization.
The CRM's customizable elements, such as lead cards and workflows, empower businesses to adapt it to their unique needs, while seamless integrations, like its connection to Fiserv, further enhance its utility. Users particularly commend IRIS CRM's responsive and knowledgeable support team, which provides timely assistance and ensures smooth navigation through the platform.
Features like automated email templates, live updates, and intuitive APIs also stand out as major time-saving tools. However, while the platform operates smoothly and boasts a sleek new version, minor hiccups have been noted.
Some users mention slight overcrowding in the layout for certain versions, and a few aspects appear to remain in early stages of development. Nonetheless, these concerns are minimal compared to its powerful capabilities.
Overall, IRIS CRM is a robust, dynamic, and evolving tool that simplifies complex processes and supports growing businesses effectively.
IRIS CRM pros and cons
- IRIS CRM pros
Strong security features for data protection
Efficient management of multiple contacts
Intuitive user interface
- IRIS CRM cons
Can be complex for new users
Customization may be limited
Ready to try it?
Get started with IRIS CRM
Connect with the team for a personalised demo.
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What is the pricing of IRIS CRM?
IRIS CRM reviews and ratings
What buyers like
- Knowledgeable support staff resolve issues quickly.
- Easy to navigate, even for new users.
- Includes lead management, ticketing, residuals reporting, and VoIP integration for ISOs and sales teams.
Common complaints
- 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.
- Occasional hiccups in custom field integrations or onboarding processes reported by a few users.
What users are saying
AU
Anonymous User
01/19/24
"Great Customer Service and Platform"
What do you like best about IRIS CRM? The Iris staff, is of course, very knowledgeable and helpful. They promptly respond to tickets. Additionally, ...
Read more
AU
Anonymous User
01/19/24
"Great Customer Service and Platform"
What do you like best about IRIS CRM? The Iris staff, is of course, very knowledgeable and helpful. They promptly respond to tickets. Additionally, ...
Read more
AU
Anonymous User
05/18/23
"Using IRIS for over a decade"
What do you like best about IRIS CRM? IRIS CRM brings everything together to make for a much more cohesive and efficient experience for our ...
Read more
AU
Anonymous User
05/18/23
"IRIS CRM gets the job done!"
What do you like best about IRIS CRM? The portal is easy to use and the IRIS staff is super helpful and friendly What do you dislike about IRIS CRM?
AU
Anonymous User
05/18/23
"Using IRIS for over a decade"
What do you like best about IRIS CRM? IRIS CRM brings everything together to make for a much more cohesive and efficient experience for our ...
Read more
AU
Anonymous User
05/18/23
"IRIS CRM review"
What do you like best about IRIS CRM? I really like the new version and how you can customize the profile and the layout is definitely a lot better. ...
Read more
- See if IRIS CRM fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
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What are the features of IRIS CRM?
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…
A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…
IRIS CRM security and data handling
Key compliance certifications and security features for IT and security teams evaluating IRIS CRM.
Certifications
Developer & data
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IRIS CRM Customers
Payment Depot
Celero
Flashbanc
tocharge
Granite
MetroBPS
PreferredPayments
Swipenow
Riversidepayments
Cliq
Matrix payment systems
IRIS CRM Support Options
Frequently Asked Questions About IRIS CRM
Common questions buyers ask before choosing IRIS CRM.
IRIS CRM is a CRM Software. IRIS CRM offers Contact Management, Call Logging, Project Management, Marketing Automation, Customer Support and many more functionalities.
Buyers commonly note the following limitations of IRIS CRM: Can be complex for new users; Customization may be limited.
Some top alternatives to IRIS CRM includes Bigin by Zoho CRM, Salesforce, SalesCRM, SimpleCRM and Salesforce Partner Relationship Management.
IRIS CRM offers Subscription pricing model
The starting price is not disclosed by IRIS CRM. You can visit IRIS CRM pricing page to get the latest pricing.
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Ready to try it?
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].