DealCloud’s platform centralizes communication data and helps firms transform average day-to-day activities into actionable relationship intelligence. DealCloud is an Intapp company (acquired August 2018).
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NMI Merchant Central
Score8.8 out of 10
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NMI Merchant Central, formerly IRIS CRM, is a payments-focused Customer Relationship Management (CRM) platform for independent sales organizations, banks, payment facilitators, and software providers. It manages the merchant lifecycle from prospecting and onboarding through underwriting, boarding, support, residuals, reporting, and portfolio management.
DealCloud is excellent for tracking the relationship with a contact and how they've added value to the firm by helping with specific request. Where I think it could improve is in offering more modern, AI powered reporting; where AI can tap into available data to generate richer insights, such as a company's key highlights from the past six months
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Its excellent for tracking the investment and portfolio Management Lifecycle. Its a platform that helps organize and centralized all information in on place, making it especially useful for reviewing everything done for a portfolio companies and identifying business opportunities with other companies. It also tracks contact interactions, which makes it easy to assess relationships strength and evaluate how valuable that connections has been to the firm. Overall, the platform is solid and functional, but there's always room for improvement, implementing internal AI capabilities would be a huge plus
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The one thing I loved about the agreement express over AuditGenius was the organization of loans to be audited, it is very organised as per the client and his portfolio and shows up flags while the AuditGenius has the list and seems very odd. But also in customer usage, I found many of my business partners using agreement express for the quick onboarding and also for ROI which indeed gave me a strong feeling about the application.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
