IRIS CRM

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Business & SaaS AI

About this Tool

IRIS CRM

Ready to have a super-lean payments business? Being lean is a sign of a healthy and successful business. Let us know about your favorite #IRIS_CRM fea

Ready to have a super-lean payments business? Being lean is a sign of a healthy and successful business. Let us know about your favorite #IRIS_CRM features!

CALL CLIENTS WITHOUT SLOWING DOWN
Burn through your lists without dialing a single phone by hand.
As soon as you hang up, the Power Dialer has another prospect lined up.
Receive convenient reminders about follow-ups.

CRM BUILT FOR APPOINTMENTS AND SALES REPS
Have access to your entire contacts database accessible from anywhere.
Update clie

Pros & Cons

✓ Pros

✓PaymentsThe all-in-one, customizable payments platform
✓Payments CRMMerchant Management for Residuals, Automated Onboarding and Marketing Automation
✓ScanX / MonitorXPerforms risk assessments with 100+ checks and a risk-scored report in only a matter
✓Workflow automation
✓Built-in analytics and reporting

✗ Cons

✗No native Android app
✗Some advanced features may require higher-tier plans

Key Features

💳

PaymentsThe all-in-one, customizable payments platform

💳

Payments CRMMerchant Management for Residuals, Automated Onboarding and Marketing Automation

📊

ScanX / MonitorXPerforms risk assessments with 100+ checks and a risk-scored report in only a matter of minutes.

🔗

Business CapitalOffer embedded merchant financing

💳

Payment Gateway ExtensionsOur payment gateway Marketplace features NMI and trusted 3rd-party Value-Added Services.

💳

Ecommerce PaymentsSimplify online payments

💳

In-Person PaymentsEnable in-person payments

📱

Mobile PaymentsPower on-the-go payments

💳

Unattended & Self-ServiceOffer secure self-service payments

🔧

Fraud Defense SuiteDetect fraud before it happens.

📋 Scripts & Prompts for IRIS CRM +

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🔌 MCP Servers for IRIS CRM +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌

Dumpling AI

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

[ekas-io/open-sales-stack](https://github.com/ekas-io/open-sales-stack) [![open-sales-stack MCP server](https://glama.ai/mcp/servers/ekas-io/open-sales-stack/badges/score.svg)](https://glama.ai/mcp/servers/ekas-io/open-sales-stack) 🐍 ☁️ 🏠 🍎 🐧 - Collection of B2B sales intelligence MCP servers. Inclu

GitHub

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Zencoder

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

**[SQLite](https://github.com/modelcontextprotocol/servers-archived/tree/main/src/sqlite)** - Database interaction and business intelligence capabilities.

🔓 Sign Up Free to Install

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Inkeep

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

**[Integration App](https://github.com/integration-app/mcp-server)** - Interact with any other SaaS applications on behalf of your customers.

🔓 Sign Up Free to Install

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Clarity

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

**[Microsoft Dataverse](https://go.microsoft.com/fwlink/?linkid=2320176)** - Chat over your business

🔓 Sign Up Free to Install

🔌 Browse All MCP Servers →

🤖 AI Agents for IRIS CRM +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

⚡ ZAPIER

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https://zapier.com/apps/categories/marketing

⬇ Import Agent Docs

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🤖 CREWAI

crewai-UI-business-product-launch

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Streamlit UI for crewai | crewai ui

https://github.com/AbubakrChan/crewai-UI-business-product-launch

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🔄 N8N

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