IRIS CRM is a customer relationship management (CRM) software focused on lead management, marketing automation, and business process automation.
N/A
vCita
Score 9.0 out of 10
N/A
vCita is a marketing-focused CRM for service providers. According to the vendor, the product helps service providers move clients through every stage of the sales cycle: from the first point of contact to closing, upselling and follow-up. vCita is a lightweight CRM with the following features: - Manage appointments, payments, and clients - Access info & respond to clients on the go with a mobile app - Invite clients to…
$29
per month
Pricing
IRIS CRM
vCita
Editions & Modules
No answers on this topic
Essentials
$29
per month
Business
$59
per month
Platinum
$99
per month
Offerings
Pricing Offerings
IRIS CRM
vCita
Free Trial
No
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
IRIS CRM
vCita
Features
IRIS CRM
vCita
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
IRIS CRM
9.2
2 Ratings
17% above category average
vCita
8.8
5 Ratings
12% above category average
Customer data management / contact management
9.02 Ratings
9.55 Ratings
Workflow management
10.02 Ratings
8.04 Ratings
Territory management
9.02 Ratings
00 Ratings
Opportunity management
9.02 Ratings
00 Ratings
Integration with email client (e.g., Outlook or Gmail)
9.02 Ratings
00 Ratings
Contract management
10.02 Ratings
00 Ratings
Quote & order management
9.02 Ratings
00 Ratings
Interaction tracking
9.02 Ratings
00 Ratings
Channel / partner relationship management
9.02 Ratings
00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
IRIS CRM
9.3
2 Ratings
20% above category average
vCita
-
Ratings
Case management
10.02 Ratings
00 Ratings
Call center management
9.01 Ratings
00 Ratings
Help desk management
9.02 Ratings
00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
IRIS CRM
9.5
2 Ratings
21% above category average
vCita
7.0
3 Ratings
10% below category average
Lead management
9.92 Ratings
00 Ratings
Email marketing
9.01 Ratings
7.03 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
IRIS CRM
9.0
2 Ratings
16% above category average
vCita
8.0
5 Ratings
4% above category average
Task management
10.02 Ratings
00 Ratings
Billing and invoicing management
8.12 Ratings
9.05 Ratings
Reporting
9.02 Ratings
7.03 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
IRIS CRM
8.7
2 Ratings
13% above category average
vCita
-
Ratings
Forecasting
9.02 Ratings
00 Ratings
Pipeline visualization
9.02 Ratings
00 Ratings
Customizable reports
8.02 Ratings
00 Ratings
Customization
Comparison of Customization features of Product A and Product B
IRIS CRM
9.2
2 Ratings
18% above category average
vCita
6.8
7 Ratings
12% below category average
Custom fields
9.02 Ratings
6.67 Ratings
Custom objects
9.92 Ratings
00 Ratings
Scripting environment
9.02 Ratings
00 Ratings
API for custom integration
9.02 Ratings
7.02 Ratings
Security
Comparison of Security features of Product A and Product B
IRIS CRM
9.5
2 Ratings
13% above category average
vCita
9.7
6 Ratings
15% above category average
Single sign-on capability
10.02 Ratings
00 Ratings
Role-based user permissions
9.02 Ratings
9.76 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
IRIS CRM
9.5
1 Ratings
25% above category average
vCita
-
Ratings
Social data
10.01 Ratings
00 Ratings
Social engagement
9.01 Ratings
00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
IRIS CRM
9.5
1 Ratings
24% above category average
vCita
-
Ratings
Marketing automation
10.01 Ratings
00 Ratings
Compensation management
9.01 Ratings
00 Ratings
Platform
Comparison of Platform features of Product A and Product B
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.
It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.
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.
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.
Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).
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.
I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.
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.
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.