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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IRIS CRM Review and Overview

IRIS CRM gives organizations the ability to strategize their services with informed consent. The application helps the quality assurance team and points-of-contact personnel to effectively liaise with their peers at the other end. Contract planning, tendering, statement of work, drafting work order, and a digital nod from top brass are executed in digitized fashion. Compliance requisites, standards, and guidelines for forthcoming projects are prepared using this application. The consolidated features the tool offers help business continuity, consistent monitoring, elimination of blockers, and faster customer outreach. This utility automates the complete workflow and enhances productivity. 

Streamlines the supply chain system

The software helps brands identify the right touchpoints along the various phases of delivery to sync with customers. It enables large firms to delegate intermediaries to handle passive customers or new entrants for a predefined time. This boosts the satisfaction index of midpoint personnel and helps lower walk-outs. New sign-ups or service recipients are managed with preliminary data captured. Focused user groups and key players are segmented accordingly with assigned priority levels. Performance and value proposition of external vendors, third party support outfits, consultants, and engagement staff are consistently overviewed in customized formats regularly. 

Limits stress on the taskforce

The all-in-one framework helps team members access data on expenditures, return, and loss parameters consistently. The team can sync with last-mile users like potential clients and possible future entities who may turn customers. The application has an in-built data projector on business changes and user preferences in a tabulated view. Understanding the customer perspective and gaining in-depth ideas on the behavior of stakeholders is made easier. Sending periodic mail chains with actionable items, notifying users with preset timers and auto-triggered alarms based on demand is feasible. Building rapport through video and textual platforms to resolve issues is integrated. 

Changes the way business happens

The tool projects key performance indicators in an understandable format for every client segment. The variation between two different customers of the same vertical or category is highlighted. Legends or unique data points are explicitly mentioned. Statistics on commercial earnings and costs incurred during the pilot phase are dynamically fetched. Reason for poor profit margin, the challenge during the previous quarter, a risk factor that hampered expected turnover are captured. Lapses in delivering service on-time, percentage of violation committed during the period, transaction per segment, and payment closure if any are displayed in custom-view.

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