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About IRIS CRM

IRIS CRM is a customer relationship management software from Iris CRM that supports the management and tracking of customer interactions. It provides features such as lead management, reporting and analytics, and integration with payment processing systems so businesses can manage their sales processes effectively. The platform caters to the unique needs of payment processors and ISOs, allowing for detailed tracking of sales performance and client engagement. Users can benefit from real-time reporting to make informed decisions and improve customer relationships. Key capabilities: lead management reporting and analytics payment processing integration contact management campaign management Best for: sales teams and customer service representatives that need to manage customer relationships and sales workflows efficiently.

IRIS CRM Details

Vendor
Iris CRM
Year Launched
Location
33 Knightsbridge Rd, Suite 7, Piscataway, NJ 08854, United States
Deployment
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese
Users
Financial Advisors, Relationship Managers, Sales Representatives, Account Managers, Compliance Officers, Customer Service Representatives, Marketing Managers, Business Development Managers, Operations Managers.
Industries Served
Financial Services, Banking, Payment Processing, Merchant Services
Tags
CRM, Financial CRM, Financial Services

IRIS CRM's In-App Market Place

Does IRIS CRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), CAD ($), AUD ($), JPY (¥), CNY (¥), INR (₹), RUB (₽), CHF (Fr.)

Pros & Cons

  • Streamlined sales and customer management process
  • Enhanced tracking and reporting capabilities for financial services
  • Automated workflows to save time and improve efficiency
  • Customizable dashboards to monitor key metrics
  • Integration with other tools and platforms for seamless operations
  • Limited integration options with other software platforms
  • Steep learning curve for new users
  • Lack of advanced reporting features
  • Inconsistent customer support response times
  • Higher pricing compared to competitors with similar features

IRIS CRM's Support Options

IRIS CRM's Alternatives