We implemented IRIS for the residual management tools. Implementation was quick and easy and the team was very helpful. Review collected by and hosted on G2.com.
We only use residual management so we can't speak to the other features. Review collected by and hosted on G2.com.
A very wide variety of features including:
1) API connection to Processors.
2) Portal for Merchants to view transactions, statements, and chargebacks
3) Invoicing
The greatest strength of IRIS is the ability to offer this wide range of features in simple, streamlined, and satisfying interface. New users can be trained up very quickly. Review collected by and hosted on G2.com.
Unfortunately, the greatest strength of IRIS is also its greatest weakness - Simplicity. Though the feature set is wide it does not go very deep in many areas. (PDF document programming being one notable exception. It is outstanding and goes very deep).
Key areas that need deeper functionality:
1) Reporting
2) Billing
3) Field customization. Formulas, mirror fields, lookup fields, multi-select picklist fields.
4) Dashboards
5) Restricted to mass emailing 500 accounts per day
Even with these limitations in mind I still give a strong recommendation to IRIS. Review collected by and hosted on G2.com.
Our company uses IRIS for our day-to-day sales and lead generation. From the very beginning, the IRIS team dedicated full support to making sure our CRM was functioning properly, efficiently and to the best of our business standards. From the onboard process and on, Viktoryia and her team answered every question, got our customized features enabled and advocated on our behalf with outside processes to make work flow and reporting seamless. The IRIS app makes business on the go simple and accessible, so you never miss a note or call Review collected by and hosted on G2.com.
At this time, there is nothing at all we dislike. IRIS has been wonderful from day one! Review collected by and hosted on G2.com.
User friendly, supports Integration to other systems, Helps in fast processing when compared to other CRM's Review collected by and hosted on G2.com.
The design of the layout could be better providing good UI, giving an edge over it's competitors. Review collected by and hosted on G2.com.
Gold Card Services Loves IRIS because it is user friendly, industry specific, and the customer support is great. We like it for lead management and constant contact with agents. I think my boss likes best that he can manage the residuals. Review collected by and hosted on G2.com.
We really have not had any issues. I would love the text limit to be higher, and I believe that is something they are working on. Our team loves IRIS I do not hear any complaints from anyone. We tell everyone about it. Review collected by and hosted on G2.com.
It is specially designed to serve customers in the payment processing industry. It provides various useful features such as merchant onboarding, integrated outlook, residual income calculation, and many more. Also, it provides processor independent reporting to enhance growth and productivity. With the help of IRIS CRM, you can easily handle important functions of your business and job. The capability of integration is great. It integrates seamlessly with e-sign software. Review collected by and hosted on G2.com.
It needs to update the old school design layout because the current layout is outdated. It needs to improve the user experience because it is also outdated. It is hard to customize workflows and it requires coding expertise on the back end. Also, it would be nice if it higher the text limit. It is a little bit expensive. Sometimes it slows down and takes much time in loading. It is somehow confusing for first-time users because of so many configurations. Sometimes it is difficult to manage data sources. Review collected by and hosted on G2.com.
The best part of IRIS is its integration capability. Being able to integrate with an e-sign software and processors, in addition to integrating with the processors for residual data, has made considerable improvements to our organization. IRIS can grow with us. We've used a few different CRM's, including Salesforce, and IRIS is by far the best for our payment processing sales office. Review collected by and hosted on G2.com.
As a web designer, I think the old-school design layout of IRIS is outdated, but it appears to be user-friendly enough for our agents, so it's a minor complaint. Review collected by and hosted on G2.com.
Hi Ashley,
We appreciate you taking the time to review our product. We were disappointed to see a 2.5 out of 5 stars while you sound generally pleased with the system. I wanted to follow up with you to see if there’s anything we could address?
I did note that your review included a minor complaint about the outdated UI. We agree with you that the product’s UI has become a bit dated which is why we have invested a lot of time and energy working on the release of a new UI. The first phase of the new system redesign is expected to be released in just a few short weeks, at the end of June 2021, and will affect most of the main pages that users interact with on a daily basis. This new design will also include some new functionality that we’re very excited to share with our clients. If you’re interested, I’d be more than happy to show you around the new site.
Please let me know if there’s anything else I can do to improve your experience with IRIS CRM. Thank you for taking the time to review IRIS CRM, we greatly appreciate it!
Sincerely,
Marco Buchmayer
Project Manager
Iris makes it easy to automate our recurring processes & data entry, generate templates for communication, helps with time management, organization, and they are always making improvements based on our feedback & from other users. Any time we run into a problem the support team is responsive and helpful, whether by email or through their quick chat service available any time you are logged in. Review collected by and hosted on G2.com.
Iris is doing a great job at collecting and implementing feedback the only items I dislike I'm confident Iris will continue to improve over time. Review collected by and hosted on G2.com.
Integration of applications with FIS, user-friendly. Review collected by and hosted on G2.com.
Haven't used the appointment board to its fullest so would like to see more business development tool added on. Review collected by and hosted on G2.com.
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What are the benefits and drawbacks of using IRIS CRM for merchant services, and what advice would you give to new users?
Pricing provided by Merchant Central by NMI.
