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Overview

What is IRIS CRM?

IRIS CRM is a customer relationship management (CRM) software focused on lead management, marketing automation, and business process automation.

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TrustRadius Insights

The software has transformed the sales process by consolidating all necessary information into one centralized platform, eliminating the …
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What is IRIS CRM?

IRIS CRM is a customer relationship management (CRM) software focused on lead management, marketing automation, and business process automation.

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  • No setup fee

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  • Free/Freemium Version
  • Premium Consulting/Integration Services

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HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive…

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Product Details

What is IRIS CRM?

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Reviews and Ratings

(8)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

The software has transformed the sales process by consolidating all necessary information into one centralized platform, eliminating the need for multiple reporting websites and helpdesks. Users rely on its ability to provide assistance to clients using multiple processors, streamlining workflow and increasing efficiency. The software's verification feature simplifies residuals payouts, reducing the risk of unnecessary losses. It serves as a comprehensive solution for administrators, agents, and merchants, offering a convenient one-stop-shop for all their needs. With improved layout and search functionality, users can easily find and manage tickets, while the CRM capabilities enable efficient client contact management and note-taking. Users appreciate how the software allows them to track interactions with merchants effectively. By combining sales CRM and financial tool functionalities in one platform, users can navigate through tickets seamlessly and make necessary changes to leads effortlessly. Additionally, the software is instrumental in managing leads and looking up merchant information. It also aids in account management, making processes more efficient. The software's auto-boarding and lead tracking features are particularly valuable for software partners. The built-in helpdesk functionality improves workflow and communication with clients. Users also find support for merchant services invaluable. The software enables users to track sales channels, monitor incoming business, and achieve key performance indicators. Its centralized reporting capabilities make generating and analyzing business data easier than ever before. Integration options provided by the software help users accurately map documentation, ensuring smooth operations. Overall, the software enhances customer relationships, increases sales effectiveness, enables data-informed decision-making, and promotes collaboration within organizations. It has become an indispensable tool for managing pipelines with real-time data, solving account organization issues, maintaining productivity workflows, centralizing merchant account details, streamlining communication with agents and merchants, improving time management through automation of residual report uploads, organizing and managing merchants throughout the entire process, reaching a larger client base, tracking customer interactions accurately while keeping everyone informed in the business. It also plays a crucial role in tracking leads, merchants, residuals, and facilitating effective communication. Users appreciate how the software simplifies tasks such as merchant transaction checks, helpdesk support, lead organization, and maintaining a clean process. With its reliable features and a focus on organization and efficiency, the software has replaced email as the primary means of communication for many users. Anticipation is high for the upcoming 2.0 version, expected to deliver an even better user experience.

User-Friendly and Easy to Learn: Many users have found the CRM to be user-friendly and easy to learn, customize, and manage. They appreciate the ability to set up and customize the CRM to match their individual needs, as well as the ease of making additional changes. The intuitive features and design of the CRM make it easy for users to figure out complex processes. The streamlined and simple user interface is also praised for being easy to navigate and learn. Overall, the CRM is considered super user-friendly and allows for smooth integration with processes and forms.

Useful Features: Users highly value the range of useful features offered by the CRM. They appreciate the integrated dialer, ability to import daily feeds from different processors, and comprehensive contact management features. The CRM provides efficient and effective reporting capabilities, allowing users to track email communication, contacts, deal flow, and reporting. The tracking capabilities of the CRM are praised for their ability to streamline and organize business operations.

Exceptional Functionality and Integrations: The CRM is commended for its exceptional functionality and integrations. Users find it valuable that the CRM is specifically designed with their industry in mind, offering built-in tools that catered to their needs. The CRM allows for centralized data across multiple processors, making it useful for their industry. The ability to integrate the CRM with websites using their API and features like lead creation, signature management, tab management were highly appreciated.

Inefficient Processes and Limited Functionality: Some users have expressed frustration with the software's lack of efficiency and limited functionality, stating that it hinders their workflow and prevents them from fully utilizing its features.

Outdated Look and Feel with Difficult Document Upload: Several users have mentioned that the software has an outdated look and feel, which they believe should be modernized to provide a more user-friendly experience. Additionally, they have noted the need for an easier way to upload documents for signatures.

Difficulty in Finding Information: Users have stated that navigating through the software can sometimes be challenging as it requires a lot of digging and clicking around to find the information they are looking for.

Users have provided several recommendations for the product based on their experiences. The most common recommendations include:

  • Users suggest scheduling a demo before using the product. This allows potential users to get a better understanding of the features and functionality of the software, and how it can meet their specific needs.

  • Users recommend reaching out to the company for a consultation. The support team is praised as being amazing to work with, and they tailor demonstrations around specific needs. This ensures that users can fully explore the capabilities of the product and determine if it aligns with their requirements.

  • Users advise taking the time to understand the software and make it a center point for the company. The user-friendly interface, along with great tracking and reporting features, contribute to its overall usefulness. Additionally, the company has dedicated time to building out the needs of their clients, which lends credibility to its effectiveness as a CRM solution.

These recommendations highlight the importance of exploring the software through demos and consultations, as well as investing time in understanding its capabilities for optimal utilization within an organization.

Attribute Ratings

Reviews

(1-2 of 2)
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Donna-sue Carpenter | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Customer relationship management has become so good and efficient by using IRIS CRM. Schedule synthesis has become so easy with the use of it and I have found it good for telemarketing as well. It has so many features that have eased my life like that of data security, and automated workflow. The way it provides practical solutions to manage relations with customers makes it stand out among all other such software that claim to be the best. My Campaign performance has also improved with it as now I can keep track of performance. It has aided me in boosting my business by mentioning a lot of key performance indicators.
  • They offer cloud staffing programming for our whole business, bringing together business measures from across our total enrolling lifecycle into a solitary, smoothed-out work process.
  • Invoicing was simple certainly, I for one adored it.
  • Time sheets became simpler, the staff cherished that and really we as a whole concur the organization ought to have stayed with it.
  • 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.
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.
Sales Force Automation (9)
92.22222222222221%
9.2
Customer data management / contact management
90%
9.0
Workflow management
100%
10.0
Territory management
90%
9.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
100%
10.0
Quote & order management
90%
9.0
Interaction tracking
90%
9.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (3)
93.33333333333334%
9.3
Case management
100%
10.0
Call center management
90%
9.0
Help desk management
90%
9.0
Marketing Automation (2)
95%
9.5
Lead management
100%
10.0
Email marketing
90%
9.0
CRM Project Management (3)
90%
9.0
Task management
100%
10.0
Billing and invoicing management
80%
8.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
86.66666666666666%
8.7
Forecasting
90%
9.0
Pipeline visualization
90%
9.0
Customizable reports
80%
8.0
Customization (4)
92.5%
9.3
Custom fields
90%
9.0
Custom objects
100%
10.0
Scripting environment
90%
9.0
API for custom integration
90%
9.0
Security (2)
95%
9.5
Role-based user permissions
90%
9.0
Single sign-on capability
100%
10.0
Social CRM (2)
95%
9.5
Social data
100%
10.0
Social engagement
90%
9.0
Integrations with 3rd-party Software (2)
95%
9.5
Marketing automation
100%
10.0
Compensation management
90%
9.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
  • 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.
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.
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.
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
IRIS CRM is primarily used in my organization to track sales data for medical device products. In my team, it allows us to compute accurate customer complaint rates through extraction of accurate opportunities data. It is used across several functions, including quality assurance, operations, engineering, and R&D. We use it in my operating company as well as several others within the global surgery domain.
  • 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.
  • 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.
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.
Sales Force Automation (9)
91.11111111111111%
9.1
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
90%
9.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
90%
9.0
Quote & order management
90%
9.0
Interaction tracking
80%
8.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (3)
60%
6.0
Case management
90%
9.0
Call center management
N/A
N/A
Help desk management
90%
9.0
Marketing Automation (2)
40%
4.0
Lead management
80%
8.0
Email marketing
N/A
N/A
CRM Project Management (3)
96.66666666666666%
9.7
Task management
90%
9.0
Billing and invoicing management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
93.33333333333334%
9.3
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
80%
8.0
Customization (4)
85%
8.5
Custom fields
80%
8.0
Custom objects
80%
8.0
Scripting environment
90%
9.0
API for custom integration
90%
9.0
Security (2)
95%
9.5
Role-based user permissions
90%
9.0
Single sign-on capability
100%
10.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
  • 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.
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