IRIS CRM Reviews & Product Details


What is IRIS CRM?

IRIS is an acronym for “Integrated Reporting is Simple,” because at IRIS CRM, building easy-to-use software is our guiding principle. Do not let the rest of the name fool you, we are so much more than your average CRM! IRIS CRM is a premier cloud-based business management system servicing clients in the payment processing industry. IRIS CRM was created as an ERP for agents, ISOs, and banks looking to consolidate their day-to-day operations into a single tool. IRIS CRM features include residual income calculations, merchant onboarding, lead and account lifecycle tracking, integrated Outlook and Google and a transaction reporting dashboard for a growing list of compatible processing networks. Thanks to more than forty integrations, IRIS CRM also offers robust & processor-independent reporting in formats conducive to higher productivity and growth. With an all-in-one, merchant services CRM platform, your team will be able to handle every essential function of their job through one system. Our clients do not install IRIS CRM, but instead, access it through a white label and secure platform that is built and hosted by IRIS CRM, as a certified PCI Level 1 Compliant Service Provider. Please visit IRIS CRM at https://www.iriscrm.com to learn more.

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IRIS CRM Profile Details

IRIS CRM Profile Details

Vendor
Integrated Reporting is Simple LLC
Company Website
Year Founded
2010
HQ Location
Brooklyn, NY
LinkedIn® Page
www.linkedin.com
Employees on LinkedIn®
14
Twitter
@IRIS_CRM
Twitter Followers
465
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Companies Using IRIS CRM

Payscout
FlashBanc
Bank Associates Merchant Services
ToCharge
Payroc
Moolah
SwipeNow
Riverside Payments
Matrix Payment Systems
Electronic Transfer
i3 Verticals
Platinum Choice Bancard

IRIS CRM Reviews

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1-11 of 11 total IRIS CRM reviews

IRIS CRM Reviews

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1-11 of 11 total IRIS CRM reviews
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Owner and Creator
Entertainment
Small-Business
(11-50 employees)
Validated Reviewer
Verified Current User
Review Source
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"Customizable Solution"

What do you like best?

IRIS fits any and all your needs. As we have grown we have added on more and more of their features. Their support staff is top notch and super available with any issues you have.

What do you dislike?

Some might say that the only downside is the cost but really their pricing is based how much of it you are using so it scales with your usage.

What problems are you solving with the product? What benefits have you realized?

We started out using IRIS for our residuals and have now progressed to using it for our daily operations, in-house scheduler and super sales tool. We are about to adding phone system as well.

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COO
Mid-Market
(51-200 employees)
Validated Reviewer
Verified Current User
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"Our Merchant Services Challenges Solved"

What do you like best?

In our industry there are many moving parts – from inbound sales, customer support, residuals, merchant monitoring. Just to name a few. IRIS CRM solves all of our needs in one system instead of 5. IRIS CRM has completely changed out business for the better.

What do you dislike?

Outdated UI. Not mobile friendly. I'm told future updates will address both.

What problems are you solving with the product? What benefits have you realized?

Some of the benefits IRIS CRM has solved are: integrated customer support tools, help desk, inbound sales, sales performance, residuals, robust API.

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A
Small-Business
(2-10 employees)
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"Great Customer Service and Platform"

What do you like best?

The Iris staff, is of course, very knowledgable and helpful. They are able to promptly respond to tickets. Additionally, the system itself is fairly easy to use and therefore user-friendly. Both programming/building new workflows and creating/converting new leads.

What do you dislike?

There is not much I dislike, but one of the main concerns is the ability to connect to other Acquirers in order to receive a live data feed for Merchant Processing. The current turn-around time to have something like this even considered is 2 years out, which we all know it is impossible to wait that length of time for any feature request. In that amount of time somenone can switch CRM providers.

Recommendations to others considering the product:

Overall a really good product with great team members providing assistance as needed

What problems are you solving with the product? What benefits have you realized?

With Iris CRM we are able to store all of our client data in one central location which makes it easier to access whether we are in or out of the office.

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Marketing & Account Manager
Design
Small-Business
(11-50 employees)
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Verified Current User
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"We switched for a reason"

What do you like best?

We love that Iris is always changing. They have a strong focus in our industry and you can actually reach out to them and they will actually implement some of your ideas.

What do you dislike?

They are still a growing company so there are some bugs and user face issues that need to be sorted out. All minor things.

What problems are you solving with the product? What benefits have you realized?

It has help us dramatically when it comes to paying our agents and the rodual portion of our business.

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Head of Talent Acquisition & HR Manager
Financial Services
Small-Business
(11-50 employees)
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"IRIS CRM"

What do you like best?

I liked that the basics to looking up information and inputting data was very easy.

What do you dislike?

I do not like that in order to customize something, even adding a tab to the dashboard and additional workflows, is very complicated on the backend. I felt like I needed a code writer to help me!

Recommendations to others considering the product:

I would definitely learn the back end before implementing IRIS as something an entire company would use in depth.

What problems are you solving with the product? What benefits have you realized?

We used IRIS as our main CRM for over a year. It was costly and did not necessarily provide our company with very many benefits besides saving a bit of time on data entry.

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A
Small-Business
(11-50 employees)
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"great tool and great support"

What do you like best?

they have support that is local to where our business is located. amber is my favorite from the support team and she is so great with tech

What do you dislike?

sometimes when linking forms from a website, the leads don't go into the crm properly and it seems like IRIS is a little behind on the times

Recommendations to others considering the product:

we were able to build our own custom crm with this and brand it with our logo and colors. it;s a good tool.

What problems are you solving with the product? What benefits have you realized?

we use this for all sales tracking and boarding new clients to keep track of everything. we are also able to track productivity. we recently added help desk tickets which cuts back on emails

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Recruiter
Small-Business
(11-50 employees)
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"Excellent tool for Payment Processing"

What do you like best?

We used IRIS to resolve the payment complaints and for helping the users by generating tickets. Apart from that we use IRIS for processing the payments for the same. It is a very useful tool to use. Collaboration of multiple things under one software which is very goof

What do you dislike?

I didn't find any dislike as of now in it.

Recommendations to others considering the product:

Ankit

What problems are you solving with the product? What benefits have you realized?

Payment Processing

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Director of Business Development
Financial Services
Small-Business
(2-10 employees)
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"Perfect for Merchant Services "

What do you like best?

This CRM is customized for the business model

What do you dislike?

This needs to look a little cleaner and look as easy as other CRMs

Recommendations to others considering the product:

If you have a ton of agents and merchants and need a buffer this would be the best CRM to use

What problems are you solving with the product? What benefits have you realized?

This solves the issue of having a customized CRM for the merchant service industry

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Relationship Manager
Small-Business
(2-10 employees)
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"Efficient"

What do you like best?

Tracking of email communication, contacts, deal flow, reporting, etc.

What do you dislike?

minor items such as replying to an existing email thread within the record set does not capture the entire communication or any signatures

Recommendations to others considering the product:

User friendly great tacking and reporting

What problems are you solving with the product? What benefits have you realized?

Timely response back to clients

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U
Small-Business
(2-10 employees)
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"They have a good API"

What do you like best?

You can integrate it with your website using their API, you can create leads, signature, many features to manage tabs and leads.

What do you dislike?

Bad layout, it takes a while to return something through their API, I had to ask them to return the lead ID (it's obvious) in a separate variable in JSON because they just added in a string like: Your lead ### has been created.... they already changed it.

What problems are you solving with the product? What benefits have you realized?

Registration form for a Merchant.

Response from Dimitri Akhrin of IRIS CRM

Hello,

Thank you for your feedback! We are glad that you love the registration form for merchants, CRM, and the electronic signature feature.

To add some context and clarification about the lead ID. The issue that you listed about the API returning the lead field as a separate variable was valid when we first released the API and thanks to client feedback like yourself, was updated almost 3 months ago.

The lead field ID is no longer being returned as a string and is returned as its own variable which you can see in the schema of the "Create a lead" command listed in the documentation.

To see the latest updated functionality of our API please visit www.iriscrm.com/api.

We would like to address all of your issues and we are determined to make sure that you have a 100% satisfaction so please reach out to support@iriscrm.com and mention this review.

We look forward to exceeding your expectations.

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Principal Owner
Accounting
Small-Business
(2-10 employees)
Validated Reviewer
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"A crm with smarts"

What do you like best?

The Module s work side by side.'and you build them based on how you work not how the system works

What do you dislike?

The cost is kind of up there, so a smaller company may be looking at zoho insyead.

What problems are you solving with the product? What benefits have you realized?

Customer acquisition,

IRIS CRM Pricing

IRIS CRM Features

  • Contact Management
  • Interaction Tracking
  • Lead Management
  • Opportunity Management
  • Newsletters
  • Email Campaigns

IRIS CRM User Ratings

7.2
Ease of Use
Average: 8.3*
8.5
Quality of Support
Average: 8.5*
6.9
Ease of Setup
Average: 8.2*
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