Powerful Agreement Express & IRIS CRM Integration.

Sync Agreement Express with IRIS CRM for a true end-to-end experience for growing ISOs and other payments companies.

A Game Changer For Growing And Managing Your Merchant Portfolio

A 360 view of your entire merchant operations at the click of a button. Get richer lead intelligence and decisioning reporting when you sync Agreement Express and IRIS CRM.

Empower your sales team with valuable merchant intelligence.

With this integration, IRIS CRM syncs data to run necessary fraud, AML, and KYC checks. Real-time insights are sent from Agreement Express to help your sales team prioritize their outreach and save time.

With this integration, IRIS CRM syncs data with Agreement Express in real-time to initiate risk underwriting automation, including AML, KYC, KYB, and more. Additionally, you can use this integration to perform enhanced due diligence monitoring on your existing portfolio.

Increase sales by closing the loop to underwriting.

Use merchant data from Agreement Express to automatically ensure that your IRIS CRM database is always up to date with the latest data and status of your sales and risk underwriting and/or compliance activities

You’ll never have to re-key information from IRIS CRM to kick off the underwriting and risk monitoring process.

Seamlessly board merchants to most major processor platforms such as Global Payments, TSYS, Fiserv, Worldpay, Elavon, Paysafe, and more! Streamline your processes so that your sales, compliance, and underwriting teams can focus on what matters most.

Streamline your underwriting and merchant data management workflows

Get set up in minutes – streamline productivity.

After a straightforward setup process with the Agreement Express and IRIS CRM integration, instantly get real-time visibility into merchant data.

What’s more, Agreement Express employs a team of engineers and support staff dedicated to maintaining and improving the integration.

You’ll get a lightning-fast integration you and your whole team can rely on.

Get The Agreement Express & Iris Crm Integration

Grow your business like a team twice your size

Bring your team, tools, and data together in one place. Use the Agreement Express and IRIS CRM integration to streamline your workflow.


Our Software Has Saved Our Clients Time and Money, But Don’t Take Our Word For it. Take Theirs:

“ Through the Agreement Express solution, it allows [merchants] to submit an application through one seamless onboarding experience that automatically connects to our back-end system ”

Dragos Gheorghe
Director, Sales Enablement At Paya

“ Anyone who comes from any sort of Underwriting background should have no issues figuring this out. It does what it says and it works very well. ”

In Colorado

“ Supporting our payments partners in their goals to bring payment solutions to their clients quickly and efficiently is a critical aspect of our program. ”

Nicolas Karmelek
Executive Vice President & Chief Risk Officer At Avidia Bank