IRIS is doing everything our last CRM was doing but so much more, reporting, tracking, document management, merchant portfolio data, residuals...you name it in the merchant processing industry and IRIS has you covered. Managing our reps has become seamless because we use IRIS to track the status of our leads and manage our reps that are now working remotely. Soup to Nuts, IRIS does it all! We love the email tracking features and I am sure there is a lot we still have left to learn and utilize. We are just scratching the surface.

We recently switched to the IRIS CRM from Salesforce and the migration was seamless plus we had top notch support every step of the way. As and administrator the back end setup and management is a breeze, very easy to learn, understand and customize. Our implementation manager [SENSITIVE CONTENT HIDDEN] has been awesome, we are loving the features available to us, the system is easy to use and navigate plus it is built for our industry. I have been most surprised with the support we have received, not only from [SENSITIVE CONTENT HIDDEN] and the representatives standing by on chat to answer any question I may have. IRIS is open to our feedback as well and the turn around time on updates have been outstanding. They really have thought of everything for the merchant services sales industry.

Thus far there is nothing I have disliked about IRIS. If there is anything you want to change or customize they get right on that for you.

I have enjoyed working with Iris CRM. The system is easy to use and their team is very knowledgeable and extremely helpful in resolving any questions or trouble tickets.

The CRM is easy to set and customize to match your needs. Once set up it is easy to maintain as well as make additional changes. Their customer service team is amazing to work with. They allow feature requests and you actually see them implemented in a rather timely manner. Additionally, the team is great to bounce ideas off to see what other ways you can take advantage of the system. It is pretty robust and we have found the options are limitless.

Because the system can be customized so much, it does take a bit of work setting up workflows, email triggers, and reporting. Currently, they are not integrated to a lot of Merchant Acquirers so we are not able to take full advantage of having all of our data in one central portal. However, since you are able to submit feature requests you can help design their roadmap based on necessity and demand.

This was the first CRM I have ever been involved with and the IRIS team was extremely helpful in getting us set up. The Program it's self has been developed and grown since we brought it to our company almost 4 years ago. The ease of reporting has been wonderful.

There have been some growing pains. The email integration has been slow. the template set up and the sent emails may or may not show up in our sent files. transferring data from emails into the leads is a bit difficult if possible at all. Our Calendar does not link to our working calendar's within outlook or google. New integrations have not been easy.

Great team that cares about its customers.

The integrated dialer and the way records collect data from the various products are great! Super helpful support too.

I'd like to see the system have more marketing and automation to it. There are a ton of automation adds that would make this system even more valuable to my team.

Its been exceptional! We learn more about it everyday and really see the worth. [SENSITIVE CONTENT HIDDEN] are individuals we deal with a great amount and they both always are available for general inquiries we might have about the system. They work quickly and usually can resolve any issues or answer any questions that same day. [SENSITIVE CONTENT HIDDEN] is a residual reporting GURU! We work with over 6 different processors who we receive residual reporting for and to have 1 system calculate and report out all the data we need can be difficult but not with IRIS and with [SENSITIVE CONTENT HIDDEN] help we are able to do alot!

Really focuses o our needs as an ISO. Support from the IRIS team is wonderful! If I ever have questions on how to make the CRM work better for me they either have a solution or a work around to suggest. They help centralize all our data in 1 place across multiple processors.

there isn't too much we don't like. I cant even think of any at the moment.