Today, IRIS CRM announces a new integration that will incorporate Fiserv Omaha and North merchant data from CardConnect CoPilot into IRIS CRM’s unified reporting suite.
CardConnect CoPilot is a Fiserv portfolio management portal, empowering ISOs and agents to manage and track everything in their portfolio – reporting included. Now, CardConnect ISOs and agents can view their deposits, batches, account status, retrievals, chargebacks, and statements delivered from CoPilot into IRIS CRM.
The reporting data is automatically imported into IRIS CRM via daily data feeds, ensuring that the data will always be accurate and up-to-date without any effort needed. IRIS CRM’s new CardConnect CoPilot integration is easy to set up and users can start viewing their CoPilot data in minutes.
“I’m very proud of the integrations we’ve been able to develop for the needs of ISOs using IRIS CRM as their merchant services CRM solution,” said Dimitri Akhrin, IRIS CRM’s Founder and President. “This new integration ensures that all Fiserv ISOs and agents using CardConnect CoPilot can access their data alongside the rest of their merchant portfolio reporting in IRIS CRM.”
To set up the integration, ISOs can contact their CardConnect relationship manager and request data transfers be enabled between CardConnect and IRIS CRM.
About IRIS CRM:
IRIS CRM is a leading merchant services CRM designed specifically for the unique needs and challenges of independent sales organizations (ISOs), payment facilitators, and their merchants. IRIS CRM provides reporting on more than 300,000 active merchants each month and offers ISOs the ability to handle all of their merchant acquisition, onboarding, support, and residual income calculations through a single platform. By automatingand streamlining the most repetitive and time-consuming tasks performed by ISOs, IRIS CRM enables agents, support staff, and management to spend less time on manual processes and more time on generating new revenue.