What users are saying about
5 Ratings
1 Rating
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Score 7 out of 100
5 Ratings
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Score 9 out of 100

Feature Set Ratings

  • IRIS CRM ranks higher in 10 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Social CRM, Integrations with 3rd-party Software, Platform

Sales Force Automation

6.3

Contactability

63%
9.2

IRIS CRM

92%
IRIS CRM ranks higher in 9/9 features

Customer data management / contact management

6.0
60%
1 Rating
9.1
91%
2 Ratings

Workflow management

7.0
70%
1 Rating
10.0
100%
2 Ratings

Territory management

7.0
70%
1 Rating
9.0
90%
2 Ratings

Opportunity management

7.0
70%
1 Rating
9.1
91%
2 Ratings

Integration with email client (e.g., Outlook or Gmail)

6.0
60%
1 Rating
8.9
89%
2 Ratings

Contract management

5.0
50%
1 Rating
9.9
99%
2 Ratings

Quote & order management

6.0
60%
1 Rating
9.0
90%
2 Ratings

Interaction tracking

7.0
70%
1 Rating
8.9
89%
2 Ratings

Channel / partner relationship management

6.0
60%
1 Rating
9.0
90%
2 Ratings

Customer Service & Support

4.3

Contactability

43%
9.3

IRIS CRM

93%
IRIS CRM ranks higher in 3/3 features

Case management

4.0
40%
1 Rating
9.9
99%
2 Ratings

Call center management

5.0
50%
1 Rating
9.0
90%
1 Rating

Help desk management

4.0
40%
1 Rating
9.0
90%
2 Ratings

Marketing Automation

6.0

Contactability

60%
9.4

IRIS CRM

94%
IRIS CRM ranks higher in 2/2 features

Lead management

6.0
60%
1 Rating
9.8
98%
2 Ratings

Email marketing

6.0
60%
1 Rating
9.0
90%
1 Rating

CRM Project Management

6.7

Contactability

67%
9.1

IRIS CRM

91%
IRIS CRM ranks higher in 3/3 features

Task management

6.0
60%
1 Rating
9.9
99%
2 Ratings

Billing and invoicing management

7.0
70%
1 Rating
8.2
82%
2 Ratings

Reporting

7.0
70%
1 Rating
9.1
91%
2 Ratings

CRM Reporting & Analytics

6.3

Contactability

63%
8.7

IRIS CRM

87%
IRIS CRM ranks higher in 3/3 features

Forecasting

6.0
60%
1 Rating
9.1
91%
2 Ratings

Pipeline visualization

7.0
70%
1 Rating
9.1
91%
2 Ratings

Customizable reports

6.0
60%
1 Rating
8.0
80%
2 Ratings

Customization

7.0

Contactability

70%
9.2

IRIS CRM

92%
IRIS CRM ranks higher in 4/4 features

Custom fields

7.0
70%
1 Rating
8.9
89%
2 Ratings

Custom objects

8.0
80%
1 Rating
9.8
98%
2 Ratings

Scripting environment

6.0
60%
1 Rating
9.0
90%
2 Ratings

API for custom integration

N/A
0 Ratings
9.0
90%
2 Ratings

Security

6.5

Contactability

65%
9.5

IRIS CRM

95%
IRIS CRM ranks higher in 2/2 features

Single sign-on capability

7.0
70%
1 Rating
10.0
100%
2 Ratings

Role-based user permissions

6.0
60%
1 Rating
9.0
90%
2 Ratings

Social CRM

7.0

Contactability

70%
9.5

IRIS CRM

95%
IRIS CRM ranks higher in 2/2 features

Social data

6.0
60%
1 Rating
10.0
100%
1 Rating

Social engagement

8.0
80%
1 Rating
9.0
90%
1 Rating

Integrations with 3rd-party Software

7.0

Contactability

70%
9.5

IRIS CRM

95%
IRIS CRM ranks higher in 2/2 features

Marketing automation

6.0
60%
1 Rating
10.0
100%
1 Rating

Compensation management

8.0
80%
1 Rating
9.0
90%
1 Rating

Platform

6.0

Contactability

60%
8.1

IRIS CRM

81%
IRIS CRM ranks higher in 1/1 features

Mobile access

6.0
60%
1 Rating
8.1
81%
2 Ratings

Attribute Ratings

  • IRIS CRM is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

7.0

Contactability

70%
1 Rating
9.9

IRIS CRM

99%
2 Ratings

Usability

Contactability

N/A
0 Ratings
9.0

IRIS CRM

90%
1 Rating

Support Rating

Contactability

N/A
0 Ratings
9.0

IRIS CRM

90%
1 Rating

Likelihood to Recommend

Contactability

Contactability is really good for teams that are trying to branch out to an untapped market space. Especially those that are trying to disrupt the health insurance scene. This helps them get their foot in the door in the area and their name out in the community. The customer service representatives could be more responsive.
Anonymous | TrustRadius Reviewer

IRIS CRM

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.
Donna-sue Carpenter | TrustRadius Reviewer

Pros

Contactability

  • The software reporting system is really clean and works well and they are good at sending you leads.
  • Their customer service is also willing to work with you and they really tried to help me improve our ROI.
  • Since using Contactability our workflow is changing. We now only pick up the phone when someone is interested in our services. The prescreening is all handled and we have control over the flow, what is said. Even when we're out of the office we can log in from anywhere and see what's happening with our leads and those missed calls get scheduled for us automatically.
Anonymous | 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

Contactability

  • Call the toll-free customer service number and you are transferred to a blank voicemail, with an electronic repeat of the phone number.
  • The software training videos were confusing to non technical users.
  • We encountered bugs with the use of Windows 10. Some of the futures were bugged.
Anonymous | TrustRadius Reviewer

IRIS CRM

  • 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.
Donna-sue Carpenter | TrustRadius Reviewer

Pricing Details

Contactability

General

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

Starting Price

$149 per month

IRIS CRM

General

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

Starting Price

Usability

Contactability

No score
No answers yet
No answers on this topic

IRIS CRM

IRIS CRM 9.0
Based on 1 answer
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.
Donna-sue Carpenter | TrustRadius Reviewer

Support Rating

Contactability

No score
No answers yet
No answers on this topic

IRIS CRM

IRIS CRM 9.0
Based on 1 answer
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.
Donna-sue Carpenter | TrustRadius Reviewer

Alternatives Considered

Contactability

Contactability does a pretty decent job as it is very user-friendly and puts us in contact with our prospective clients. What they could improve on that Insightly does well is training and support. This could be due to the size of the company or their prioritization of resources. Overall we enjoyed Contactability better than Insightly.
Anonymous | TrustRadius Reviewer

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 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.
Donna-sue Carpenter | TrustRadius Reviewer

Return on Investment

Contactability

  • We got our people to become more open minded in trying new software and exploring options for automation.
  • Users got discouraged when the software did not work as it was supposed to and customer service was not there too help.
  • Once used correctly, we did have a large increase in the number of new clients that our office handled.
Anonymous | 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

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