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IRIS CRM

Name: IRIS CRM
Rating: 4.5 (2 reviews)

By Integrated Reporting is Simple, LLC

885 Interested

Highlights : About IRIS CRM

Lead Management

Electronic Signature

Visitor Tracking

Sales Metrics

About IRIS CRM

IRIS CRM is a cloud-based automation software that calculates residuals, tracks prospects and works with different payment processing networks to manage merchant portfolios. With residual income reporting, users can easily calculate residual income in minutes and also receive a complete overview of income. Agents can be paid directly through ACH and residuals can be managed from any payment processor. Users can even track their growth and profit on both portfolio and merchant levels. Users can then empower teams to make decisions based on cents and dollars of an amount. With a built-in dialer, users can build a full-featured call center to replace their current phone system. The dialer offers features such as accelerating sales performance, real-time reporting and monitoring, reviewing and measuring agent production, and downloading call recordings. The platform also includes a speech recognition feature. With this, users can instantly transform spoken words into accurate text. It also improves team performance by eliminating redundant manual data entry. The electronic signature feature allows users to eSign new accounts from anywhere in the world. This also eliminates delays caused by incomplete applications. With the visitor tracking feature, users can reach out to clients with a perfectly timed email and call. It also enables users to see what their prospects are clicking on, which improves lead quality and helps close more deals.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Lead Management

Electronic Signature

Visitor Tracking

Sales Metrics

Appointment Board

Proposal Generator

Calendar Integrations

Benefits

Report on unlimited lead fields and customize views by user

Pre-populate merchant agreements with information from your leads

Increase agent productivity and shorten sales cycles

Eliminate the frustration and delays caused by incomplete applications

Reach out to your prospects with a perfectly timed call or email

See what your prospects are clicking on and what they are interested in so that you can target them effectively

Track sales related activities like new accounts, notes added, emails sent, and more

Drive a competitive sales environment that is easy to manage

See set, seen, confirmed, and rescheduled appointments

Listen to the recordings of any appointment made when the built-in dialer is enabled

View merchant savings, effective rate, and ISO profitability while creating proposals

Sync tasks and appointments with Google Calendar and Outlook 365 Calendar

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