AccountancyManager vs. IRIS CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
AccountancyManager
Score 9.7 out of 10
N/A
According to the vendor, AccountancyManager is an award winning CRM & practice management software; built by accountants for accountants and bookkeepers, with every pain point in mind. AccountancyManager provides users with features from on-boarding clients and managing workflow, to automated emails/sms and custom forms. The vendor promises that users will be working smarter in no time with AccountancyManager.N/A
IRIS CRM
Score 8.9 out of 10
N/A
IRIS CRM is a customer relationship management (CRM) software focused on lead management, marketing automation, and business process automation.N/A
Pricing
AccountancyManagerIRIS CRM
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
AccountancyManagerIRIS CRM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
AccountancyManagerIRIS CRM
Considered Both Products
AccountancyManager

No answer on this topic

IRIS CRM
Chose IRIS CRM
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 …
Features
AccountancyManagerIRIS CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
AccountancyManager
-
Ratings
IRIS CRM
9.2
Ratings
15% above category average
Customer data management / contact management00 Ratings9.00 Ratings
Workflow management00 Ratings10.00 Ratings
Territory management00 Ratings9.00 Ratings
Opportunity management00 Ratings9.00 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings9.00 Ratings
Contract management00 Ratings10.00 Ratings
Quote & order management00 Ratings9.00 Ratings
Interaction tracking00 Ratings9.00 Ratings
Channel / partner relationship management00 Ratings9.00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
AccountancyManager
-
Ratings
IRIS CRM
9.3
Ratings
18% above category average
Case management00 Ratings10.00 Ratings
Call center management00 Ratings9.00 Ratings
Help desk management00 Ratings9.00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
AccountancyManager
-
Ratings
IRIS CRM
9.5
Ratings
20% above category average
Lead management00 Ratings9.90 Ratings
Email marketing00 Ratings9.00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
AccountancyManager
-
Ratings
IRIS CRM
9.0
Ratings
15% above category average
Task management00 Ratings10.00 Ratings
Billing and invoicing management00 Ratings8.10 Ratings
Reporting00 Ratings9.00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
AccountancyManager
-
Ratings
IRIS CRM
8.7
Ratings
12% above category average
Forecasting00 Ratings9.00 Ratings
Pipeline visualization00 Ratings9.00 Ratings
Customizable reports00 Ratings8.00 Ratings
Customization
Comparison of Customization features of Product A and Product B
AccountancyManager
-
Ratings
IRIS CRM
9.2
Ratings
18% above category average
Custom fields00 Ratings9.00 Ratings
Custom objects00 Ratings9.90 Ratings
Scripting environment00 Ratings9.00 Ratings
API for custom integration00 Ratings9.00 Ratings
Security
Comparison of Security features of Product A and Product B
AccountancyManager
-
Ratings
IRIS CRM
9.5
Ratings
12% above category average
Single sign-on capability00 Ratings10.00 Ratings
Role-based user permissions00 Ratings9.00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
AccountancyManager
-
Ratings
IRIS CRM
9.5
Ratings
23% above category average
Social data00 Ratings10.00 Ratings
Social engagement00 Ratings9.00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
AccountancyManager
-
Ratings
IRIS CRM
9.5
Ratings
23% above category average
Marketing automation00 Ratings10.00 Ratings
Compensation management00 Ratings9.00 Ratings
Platform
Comparison of Platform features of Product A and Product B
AccountancyManager
-
Ratings
IRIS CRM
8.0
Ratings
4% above category average
Mobile access00 Ratings8.00 Ratings
Best Alternatives
AccountancyManagerIRIS CRM
Small Businesses
QuickBooks Self-Employed (discontinued)
QuickBooks Self-Employed (discontinued)
Score 5.2 out of 10
Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies
Zoho Books
Zoho Books
Score 9.0 out of 10
Creatio
Creatio
Score 9.3 out of 10
Enterprises
SAP Cloud ERP
SAP Cloud ERP
Score 8.6 out of 10
Creatio
Creatio
Score 9.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
AccountancyManagerIRIS CRM
Likelihood to Recommend
-
(0 ratings)
10.0
(0 ratings)
Usability
-
(0 ratings)
9.0
(0 ratings)
Support Rating
-
(0 ratings)
9.0
(0 ratings)
User Testimonials
AccountancyManagerIRIS CRM
Likelihood to Recommend
No answers on this topic
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.
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Pros
No answers on this topic
  • 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.
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Cons
No answers on this topic
  • 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.
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Usability
No answers on this topic
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.
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Support Rating
No answers on this topic
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.
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Alternatives Considered
No answers on this topic
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.
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Return on Investment
No answers on this topic
  • 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.
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ScreenShots