What users are saying about
1 Ratings
1 Ratings
1 Ratings
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Score 9 out of 100
1 Ratings
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Score 9 out of 100

Likelihood to Recommend

17hats

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.
Marli Espinales | TrustRadius Reviewer

IRIS CRM

The cost is a little higher than other CRM software options, so IRIS CRM is better suited for larger organizations. It is great when multiple departments and functions are accessing sales data, as the software is fairly comprehensive in retention of sales related data. It is also great for generation of processing stats and simple reports. Calculation of rolling opportunities data is made easy. It is less appropriate for smaller sized companies with many novice users looking for high levels of customization. The software is highly capable, but the company isn't as well established as some others so some custom features can take time to implement.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.2
IRIS CRM
9.1
Customer data management / contact management
17hats
9.0
IRIS CRM
10.0
Workflow management
17hats
9.0
IRIS CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
IRIS CRM
8.0
Contract management
17hats
10.0
IRIS CRM
9.0
Quote & order management
17hats
10.0
IRIS CRM
9.0
Interaction tracking
17hats
8.0
IRIS CRM
8.0
Territory management
17hats
IRIS CRM
9.0
Opportunity management
17hats
IRIS CRM
10.0
Channel / partner relationship management
17hats
IRIS CRM
9.0

Customer Service & Support

17hats
8.0
IRIS CRM
9.0
Case management
17hats
8.0
IRIS CRM
9.0
Help desk management
17hats
IRIS CRM
9.0

Marketing Automation

17hats
8.0
IRIS CRM
8.0
Lead management
17hats
8.0
IRIS CRM
8.0

CRM Project Management

17hats
9.5
IRIS CRM
9.7
Task management
17hats
9.0
IRIS CRM
9.0
Billing and invoicing management
17hats
10.0
IRIS CRM
10.0
Reporting
17hats
IRIS CRM
10.0

Customization

17hats
8.0
IRIS CRM
8.5
Custom fields
17hats
8.0
IRIS CRM
8.0
Custom objects
17hats
IRIS CRM
8.0
Scripting environment
17hats
IRIS CRM
9.0
API for custom integration
17hats
IRIS CRM
9.0

Security

17hats
9.5
IRIS CRM
9.5
Single sign-on capability
17hats
10.0
IRIS CRM
10.0
Role-based user permissions
17hats
9.0
IRIS CRM
9.0

Integrations with 3rd-party Software

17hats
8.0
IRIS CRM
Marketing automation
17hats
8.0
IRIS CRM

Platform

17hats
8.0
IRIS CRM
9.0
Mobile access
17hats
8.0
IRIS CRM
9.0

CRM Reporting & Analytics

17hats
IRIS CRM
9.3
Forecasting
17hats
IRIS CRM
10.0
Pipeline visualization
17hats
IRIS CRM
10.0
Customizable reports
17hats
IRIS CRM
8.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

IRIS CRM

  • 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.
Anonymous | TrustRadius Reviewer

Cons

17hats

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
Marli Espinales | TrustRadius Reviewer

IRIS CRM

  • 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.
Anonymous | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 1 answer
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Marli Espinales | TrustRadius Reviewer

IRIS CRM

No score
No answers yet
No answers on this topic

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

IRIS CRM

  • 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.
Anonymous | TrustRadius Reviewer

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

IRIS CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

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