ApproveThis manages your IRIS CRM Integration approvals.

Let's cut to the chase: If your company handles payment processing - whether you're an ISO, a sales organization, or manage merchant portfolios - you're drowning in approvals. Lead escalations, contract sign-offs, residual calculations. Every "quick sign-off" turns into a three-day email thread where someone's assistant's cousin gets CC'd. Enter ApproveThis and IRIS CRM. Together, they're like a bureaucratic exorcism for your payment operations.

Why Pair ApproveThis with IRIS CRM?

IRIS CRM is the backbone for payment teams - it tracks leads, manages residuals, and keeps the merchant onboarding train moving. But when every decision needs a rubber stamp? That's where IRIS starts to feel like a sports car stuck in traffic. ApproveThis acts as the HOV lane: automated approval workflows that plug directly into IRIS via Zapier. No coding, no IT tickets, no waiting for your "Zapier person" to get back from PTO.

The Nuts and Bolts

ApproveThis doesn't just send emails. It adds conditional logic to your IRIS data. Example: A $50K merchant deal in IRIS triggers a multi-level approval chain in ApproveThis - but a $5K deal auto-approves. Sales ops gets notified via Slack, the CFO gets an email, and the legal team gets a carrier pigeon (just kidding - they get a PDF in their CRM).

Use Cases That Actually Matter

We've seen teams waste 11 hours a week chasing approvals. Here's how to claw that time back:

For Sales Teams: No More Lead Limbo

Scenario: Your IRIS CRM pipeline gets a new lead from a referral partner. Instead of Slack-bombing your VP with "Can we offer this merchant 1.4% pricing?", ApproveThis automatically:

• Checks the lead's projected volume in IRIS
• Routes to regional sales director if under $100K/month
• Escalates to CFO + legal if pricing exceptions apply

Real-world impact: A Pennsylvania ISO reduced approval delays on time-sensitive leads by 68% in Q1. How? They stopped playing phone tag and started using approval thresholds tied to IRIS deal size.

For Operations: Approval Papercuts? Gone.

IRIS manages residuals like a champ - until someone needs to approve a merchant's pricing exception. Now, when residual calculations in IRIS hit a snag (say, a merchant's PCI compliance lapse), ApproveThis:

• Auto-generates an approval task with the merchant's history
• Routes to compliance teams based on issue type
• Updates IRIS with resolution notes post-approval

Bonus: Approvers don't need IRIS licenses. Your external auditor can review residual disputes without you buying another CRM seat.

For Finance: Stop Playing Approval Whack-A-Mole

When IRIS flags a high-risk merchant application, ApproveThis enforces checks before the deal hits your portfolio. Think:

- Auto-attach KYC docs from IRIS to approval requests
- Require dual signatures for businesses in restricted industries
- Sync approved/denied decisions back to IRIS as internal notes

Pro tip: Use calculated fields to display residual projections during approvals. Gives approvers context without needing to log into IRIS.

How to Set This Up Without Losing Your Mind

We know you're busy. Here's the 60-second version:

1. Zapier Setup: Connect IRIS CRM and ApproveThis in Zapier (takes 3 clicks)
2. Pick Your Trigger: New lead? Status change? Residual alert?
3. Build Logic: Add conditional rules like "If deal size > $X, require CFO approval"
4. Test Drive: Send a test lead through IRIS '9 Watch the approval magic happen

Full setup guide: ApproveThis + IRIS CRM Walkthrough

Why This Isn't Just Another Integration

Most CRMs bolt-on approval tools that feel like filing taxes. What makes this combo different?

Email approvals that don't suck: Approvers can greenlight deals directly from Gmail. No passwords, no portals. Even your least techy board member can handle it.

Vacation coverage that actually works: IRIS lead about to expire but your approver's in Bora Bora? ApproveThis auto-reassigns based on out-of-office calendars.

Audit trails you'll love during compliance reviews: Every approval decision is timestamped, with comments synced back to IRIS as notes. Perfect for those "Why did we approve this merchant?!" moments.

The Niche Stuff You'll Appreciate

For teams neck-deep in payment processing:

Residual Split Approvals: When IRIS detects a partner split exceeding 50%, ApproveThis requires CRO sign-off. Prevents commission overpayments without manual checks.

Merchant Exit Autopsy: If a merchant churns in IRIS, trigger a post-mortem approval workflow. Forces teams to document root causes before archiving.

Underwriting Safeguards: Auto-flag high-risk MCC codes in IRIS, requiring extra approvals before onboarding. Because one bad merchant can wreck your chargeback ratio.

Who Actually Benefits?

ISOs & Sales Orgs: Cut deal approval times from days to hours. Stop losing leads because your VP forgot to check their inbox.

Payment Facilitators: Keep underwriting consistent across large teams. No more "special exceptions" that come back to bite you.

Enterprises with Franchisees: Let franchise managers submit pricing requests via IRIS, with corporate approvals handled in ApproveThis. Maintain control without micromanaging.

Common Objections (And Why They're Wrong)

"We already have approval checks in IRIS."
Cool. Now make them enforceable. ApproveThis adds accountability - no more "I didn't see the email" excuses.

"Our process is too complex."
We've seen 11-stage approvals with cross-department dependencies. If your workflow can be drawn on a whiteboard, we can automate it.

"We use another tool for this."
Unless it's built for payment operations, you're duct-taping. ApproveThis speaks IRIS' language - residuals, leads, MCC codes.

Ready to Actually Fix Your Approval Process?

This isn't about flashy tech. It's about:

- Closing more leads because you're not waiting on approvals
- Reducing compliance risks with airtight audit trails
- Letting your team focus on payments, not paperwork

Book a 15-minute demo (we'll show IRIS-specific workflows) or start a free trial. No payment info needed - just your IRIS login and a petty cash form. (Kidding about the last part.)