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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JG
Jordan G
05/11/23
"Once you learn how to use it, its a pretty solid tool."
What do you like best about IRIS CRM? I'm a sales and marketing manager for my company. I like how it allows me to control and dispatch leads, keep track of merchants and communicate effectively with my reps.
AU
Anonymous User
05/11/23
"A great CRM for any ISO"
What do you like best about IRIS CRM? Responsive Support team. Decently customizable to fit our needs. What do you dislike about IRIS CRM?
CM
Chanel M
05/11/23
"Easy CRM solution."
What do you like best about IRIS CRM? IRIS is super user-friendly, and integrating to map to our processes and forms is smooth. IRIS has SO many capabilities, and I learn more every day!
SN
Steven N
05/11/23
"Great Project Support, Great Product"
What do you like best about IRIS CRM? Intuitive features and design - easy to figure out complex processes What do you dislike about IRIS CRM?
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?
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.
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.
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.
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!
VF
Victoria F
02/21/23
"All in One CRM"
What do you like best about IRIS CRM? IRIS, to me, is an all-in-one CRM. We are able to accomplish all of our business needs in one place - from sales to deployment, IRIS has us covered.
