#1 most frequent
United States of America
83.3%20 installations of 24
What is IRIS CRM?
IRIS CRM is a customer relationship management (CRM) software focused on lead management, marketing automation, and business process automation.
Categories & Use Cases
Top Performing Features
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.3
Contract management
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Category average: 7.8
Case management
This includes incident/ticket creation, routing, escalation, and resolution.
Category average: 8.2
Areas for Improvement
Billing and invoicing management
This includes automated invoice creation and billing.
Category average: 7.6
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 7.7
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.7
Who Buys & Uses IRIS CRM
#2 most frequent
Anguilla
4.2%1 installation of 24
#3 most frequent
France
4.2%1 installation of 24
A perfect software planned for employees to uplift customer relations.
Pros
- They offer cloud staffing programming for our whole business, bringing together business measures from across our total enrolling lifecycle into a solitary, smoothed-out work process.
- Invoicing was simple certainly, I for one adored it.
- Time sheets became simpler, the staff cherished that and really we as a whole concur the organization ought to have stayed with it.
Cons
- 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.
Return on Investment
- It provides CRM solutions to practical nature.
- I for one loved it, I had no aversion for it worked astonishingly.
- Mobile version doesn't work best as compared to PC versions.
Other Software Used
Dropbox Business, Zoom Video Webinar, Asana
Usability
IRIS CRM - A great comprehensive solution for sales tracking and reporting
Pros
- 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.
Cons
- Some minor design issues in the record communication interface. For example, replying to an existing email thread within the record set does not capture the entire communication or signatures.
- Workflow customization is not easy for all users and can require some coding skills on the back end.
- Linking forms from external websites is one feature that isn't very intuitive. Some leads are better inputted manually.
Return on Investment
- 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.
Other Software Used
Cisco AnyConnect