IRIS CRM

IRIS CRM

An all-in-one customizable payments platform, this solution streamlines merchant underwriting and CRM functions while integrating lead management and marketing automation. With over 100 risk assessment checks, it enhances payment security, simplifies onboarding, and accelerates sales cycles, empowering businesses to offer tailored payment solutions and drive growth effortlessly.

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Top IRIS CRM Features

  • Customizable payment solutions
  • Unified merchant underwriting
  • Comprehensive risk assessments
  • Flexible payment gateway options
  • Secure self-service payments
  • SMS prospect engagement
  • Automated deal notifications
  • E-signature capabilities
  • Streamlined merchant onboarding
  • Real-time lead tracking
  • Professional proposal generation
  • Calendar sync automation
  • Productivity dashboard by user
  • Integrated sales activity tracking
  • Sales team performance insights
  • Customizable lead fields reporting
  • Instant contract pre-population
  • Fraud detection tools
  • Enhanced lead quality monitoring
  • Competitive sales environment management