SMS outreach to
accelerate conversions and
follow-up speed
Merchant Central (Formerly IRIS CRM)
Convert More Deals.
Move Them Faster.
Merchant Pipeline
Management
Merchant Central gives sales and business development teams a structured, end-to-end view of the merchant pipeline. Built specifically for payments organizations, it centralizes pipeline stages, sales activity and follow-ups into a single workflow, so every opportunity is easy to track, measure and move forward – from first outreach to approved merchant.
Pipeline Control
Lead Management
Keep every lead organized, enriched and moving.
Unlimited lead fields with
customizable views by user
customizable views by user
Pre-populated merchant
agreements using lead
information
agreements using lead
information
Automated notifications as
deals move through the
sales cycle
deals move through the
sales cycle
Outbound Calling Efficiency
Built-In Power Dialer
A full-featured power dialer is embedded directly into Merchant Central,
designed to help reps make more calls, make better calls and get more answers.
Call List Queueing & Auto-Advance
Automatically move reps from one call to the next without extra clicks, keeping workflows fast and uninterrupted.
Voicemail Drop
Leave pre-recorded messages instantly to save time and maintain calling momentum.
Local Presence Dialing
Display a familiar local area code to increase answer rates and build trust with prospects.
Call Recording & Monitoring
Record and review calls for coaching, quality assurance and compliance.
On-Call Context
Give reps full visibility into lead history and key details while they’re on the call, enabling more informed conversations.
Workflow Automation
Status Triggers and
to Automated Handoffs
Reduce friction between stages with workflow automation that keeps the funnel moving.
- Trigger next steps when a lead status changes
- Notify the right people when action is required
- Minimize “lost in the cracks” follow-ups and internal delays
Deal Creation
Proposal Generator
Create consistent, professional proposals without starting from scratch each time.
- Build proposals in minutes
- Supports interchange, tiered, and ERR pricing formats
- View merchant savings, effective rate, and ISO profitability while building
- Share, edit, and collaborate internally
Buyer Insight
Visitor Tracking
Turn online engagement into sales context in real time.
How it works:
-
Leads enter Merchant Central (imports or website capture)
-
Tracking links are used in email or SMS outreach
-
When prospects click and browse, activity is logged to the lead record and surfaced to reps, helping them prioritize and personalize follow-up
Track what prospects click and engage with to better understand their interests, then use those signals to time outreach more precisely. This allows teams to improve lead qualification and deliver more relevant, personalized follow-ups.
Performance Tracking
Sales Metrics and
Performance Visibility
Measure activity and performance across the funnel with configurable reporting.
- Track sales activities like new accounts, notes, emails and more
- Use actionable data to guide decisions and improve performance
- Identify the most active reps and support a competitive, transparent environment
Activity Management
Appointment Board
A scheduling and productivity view designed for managing follow-ups at speed.
- Weekly productivity dashboards by user or user class
- Track appointment outcomes (set, seen, confirmed, rescheduled)
- Access call recordings for appointments made via the built-in dialer
- One-click access back to priority leads
Connected Scheduling
Calendar Integrations
Make follow-ups harder to miss by syncing Merchant Central activity into the calendar tools teams already live in.
- Sync tasks and appointments with Google Calendar and Outlook 365
- Manage other people’s calendars (where permitted)
- Automate reminders for tasks and appointments
Faster Communication
SMS Templates
Standardize and speed up text-based communication with reusable templates.
- Let reps send consistent messages quickly
- Save time across sales and other departments
- Insert dynamic fields (like first name) automatically
Merchant Central brings the merchant pipeline into a payments-native system that’s
structured, trackable, and measurable, helping teams improve conversion rates, keep
deals moving, and forecast growth with confidence.
The result is shorter sales cycles, higher close rates and fewer stalled deals
See It In Action
Explore Merchant Pipeline Management With Our Interactive Demo
Testimonial
My favorite feature is the ability to notify and track leads and flows into the system, which can then be converted into actions like emails. The initial setup was easy, and they helped us bring over our leads from Salesforce. We moved from Salesforce because it was huge and clunky, while [Merchant Central] is streamlined. It’s the best one for Merchant Services, and I rate it a 10 for recommendation.
Charles A. Project and Business Development Director
Financial Services, Small-Business (50 or fewer emp.)
Charles A.
Merchant Central Time-Saving Calculator
Calculate Your Time Savings With
Merchant Central
Manual merchant onboarding is time consuming and inefficient. Use this calculator
to estimate how much time Merchant Central could save your team by automating onboarding workflows.
Number of new merchants added per year
1. Email Communication
Without Merchant Central
Writing and sending email communications manually makes it harder to maintain consistency across teams and slows down follow-ups with merchants and leads.
hours/month
Merchant Central
Merchant Central streamlines email communication through reusable, customizable templates. Messages can be sent quickly to the right audiences, helping teams stay consistent and responsive without added effort.
hours/month
hours saved
75%
Saving
2. SMS Communication
Without Merchant Central
Sending SMS messages manually from a separate device is time-consuming and makes it harder to manage conversations, track outreach and maintain a clear record of interactions.
hours/month
Merchant Central
Merchant Central brings SMS into the same environment as the rest of your workflow. Reps can send messages using pre-defined templates, saving them time and streamlining communication.
hours/month
hours saved
99%
Saving
3. Proposals Management
Without Merchant Central
Creating merchant proposals from scratch takes time and effort from the sales team. They need to gather the data, build documents and calculate figures manually. This takes time and the quality can vary across teams.
hours/month
Merchant Central
Merchant Central provides a structured way to generate proposals using pre-built templates and data-driven calculations. Proposals can be created quickly and consistently, directly from lead information.
hours/month
hours saved
75%
Saving
Merchant Central Time-Saving Calclulator
Total Time Saved
Without Merchant Central
hours/month without Merchant Central
165
330
660
1650
3300
hours/month without Merchant Central
With Merchant Central
40.6
81.1
162.1
405.3
810.6
hours/month with Merchant Central25%
25%
25%
25%
25%
SavingWant to see other processes where Merchant Central can save you time?
Your Catalyst for Growth in Embedded Payments