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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    IRIS CRM

    Score8.9 out of 10
    N/AIRIS CRM is a customer relationship management (CRM) software focused on lead management, marketing automation, and business process automation.N/A

    Under.io

    N/A
    Small Businesses (1-50 employees)
    Under.io is a platform for financial services used to improve the way they onboard and underwrite their customers.

    $249

    per month

    Pricing
    IRIS CRMUnder.io
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    IRIS CRMUnder.io
    Free Trial
    NoYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    Features
    IRIS CRMUnder.io
    Sales Force Automation
    Comparison of Sales Force Automation features of IRIS CRM and Under.io
    Feature
    IRIS CRM
    9.2
    2 Ratings
    18% above category average
    Under.io
    -
    Ratings
    Customer data management / contact management9.02 Ratings00 Ratings
    Workflow management10.02 Ratings00 Ratings
    Territory management9.02 Ratings00 Ratings
    Opportunity management9.02 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.02 Ratings00 Ratings
    Contract management10.02 Ratings00 Ratings
    Quote & order management9.02 Ratings00 Ratings
    Interaction tracking9.02 Ratings00 Ratings
    Channel / partner relationship management9.02 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of IRIS CRM and Under.io
    Feature
    IRIS CRM
    9.3
    2 Ratings
    21% above category average
    Under.io
    -
    Ratings
    Case management10.02 Ratings00 Ratings
    Call center management9.01 Ratings00 Ratings
    Help desk management9.02 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of IRIS CRM and Under.io
    Feature
    IRIS CRM
    9.5
    2 Ratings
    22% above category average
    Under.io
    -
    Ratings
    Lead management9.92 Ratings00 Ratings
    Email marketing9.01 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of IRIS CRM and Under.io
    Feature
    IRIS CRM
    9.0
    2 Ratings
    17% above category average
    Under.io
    -
    Ratings
    Task management10.02 Ratings00 Ratings
    Billing and invoicing management8.12 Ratings00 Ratings
    Reporting9.02 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of IRIS CRM and Under.io
    Feature
    IRIS CRM
    8.7
    2 Ratings
    14% above category average
    Under.io
    -
    Ratings
    Forecasting9.02 Ratings00 Ratings
    Pipeline visualization9.02 Ratings00 Ratings
    Customizable reports8.02 Ratings00 Ratings
    Customization
    Comparison of Customization features of IRIS CRM and Under.io
    Feature
    IRIS CRM
    9.2
    2 Ratings
    20% above category average
    Under.io
    -
    Ratings
    Custom fields9.02 Ratings00 Ratings
    Custom objects9.92 Ratings00 Ratings
    Scripting environment9.02 Ratings00 Ratings
    API for custom integration9.02 Ratings00 Ratings
    Security
    Comparison of Security features of IRIS CRM and Under.io
    Feature
    IRIS CRM
    9.5
    2 Ratings
    13% above category average
    Under.io
    -
    Ratings
    Single sign-on capability10.02 Ratings00 Ratings
    Role-based user permissions9.02 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of IRIS CRM and Under.io
    Feature
    IRIS CRM
    9.5
    1 Ratings
    26% above category average
    Under.io
    -
    Ratings
    Social data10.01 Ratings00 Ratings
    Social engagement9.01 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of IRIS CRM and Under.io
    Feature
    IRIS CRM
    9.5
    1 Ratings
    26% above category average
    Under.io
    -
    Ratings
    Marketing automation10.01 Ratings00 Ratings
    Compensation management9.01 Ratings00 Ratings
    Platform
    Comparison of Platform features of IRIS CRM and Under.io
    Feature
    IRIS CRM
    8.0
    2 Ratings
    9% above category average
    Under.io
    -
    Ratings
    Mobile access8.02 Ratings00 Ratings
    Best Alternatives
    IRIS CRMUnder.io
    Small Businesses
    Salesflare
    Score6 out of 10
    No answers on this topic
    Medium-sized Companies
    Zendesk Sell
    Score8.8 out of 10
    No answers on this topic
    Enterprises
    Daylite
    Score7.6 out of 10
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    IRIS CRMUnder.io
    Likelihood to Recommend
    10.0
    (2 ratings)
    -
    (0 ratings)
    Usability
    9.0
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    IRIS CRMUnder.io
    Likelihood to Recommend
    Integrated Reporting Is Simple, LLC.
    It’s been 2 years since IRIS CRM is supporting me by supporting my business and I have seen enormous progress in my business so far which is a really good sign and is enough for me to be satisfied with it. According to me and as I have observed it is fully loaded with many useful tools that can help in uplifting a business. Removes the manual cycle from me entering every people's hours exclusively. We really evaluated Bullhorn cover and tab it was not awful by any means.
    Incentivized
    Read full review
    Under.io
    No answers on this topic
    Pros
    Integrated Reporting Is Simple, LLC.
    • Grouping is done very effectively. For a company with a wide product portfolio, it is greatly beneficial to customize product families.
    • Streamlines the life cycle of merchant services very well. E-signatures, workflows, and help tickets are well integrated to maximize efficiency.
    • Processing stats and reporting tools are intuitive, useful, and aesthetically pleasing. The software allows you to quickly generate sales reports for specific product families and time periods.
    Incentivized
    Read full review
    Under.io
    No answers on this topic
    Cons
    Integrated Reporting Is Simple, LLC.
    • It needs a solid visual invigorate to stay aware of the occasions.
    • I have found it as a little pricey.
    • The execution timetable took longer than we had arranged.
    • The framework has a solid utility and usefulness, yet it looks somewhat dated.
    Incentivized
    Read full review
    Under.io
    No answers on this topic
    Usability
    Integrated Reporting Is Simple, LLC.
    It is a wonderful software with an automated messaging service. It has helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business. Security is my basic concern and the fact that it has a disabled human element from the business equation are the things that I don’t really like in it.
    Incentivized
    Read full review
    Under.io
    No answers on this topic
    Support Rating
    Integrated Reporting Is Simple, LLC.
    It has enabled us to keep a record of the demographics of our clients and eventually we can develop a better understanding of our clients that will lead us to uplift our business. With its amazing sales tool, we have developed a strong relationship with our clients, and helped us in creating a good brand image. We really adore the convenience of managing and reporting data. It is quite easy to handle and all our business is depended on it and it helped us in gaining more loyal customers.
    Incentivized
    Read full review
    Under.io
    No answers on this topic
    Alternatives Considered
    Integrated Reporting Is Simple, LLC.
    By using IRIS CRM we had a wonderful experience with the automated workflow process as compare to other alternatives. Now we are better able to keep a track of the performance and hence we can enhance productivity and eventually can get more profit.it has made automated messaging so convenient and simple. We believe that by understanding our customers we can make our business better and IRIS helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business a lot. We have found it very convenient to navigate and now we can better spread our business database. It helped us in having active and strong customer service and now we can better manage our relationship with our customers.
    Incentivized
    Read full review
    Under.io
    No answers on this topic
    Return on Investment
    Integrated Reporting Is Simple, LLC.
    • The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense.
    • The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization.
    • Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending.
    Incentivized
    Read full review
    Under.io
    No answers on this topic
    ScreenShots

    Under.io Screenshots

    Screenshot of Home page/ Application home pageScreenshot of The underwriting home page for a particular customer. It displays the KYC, KYB, Bank, and Credit responses in one place.Screenshot of the fully mapped PDF and supporting documents