IRIS CRM Reviews and Ratings

Rating: 8.9 out of 10

Score

8.9 out of 10

Community insights

TrustRadius Insights for IRIS CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

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.

Reviews

2 Reviews

A perfect software planned for employees to uplift customer relations.

Rating: 10 out of 10

Incentivized

March 23, 2021

Use Cases and Deployment Scope

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.

Pros

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.

Cons

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.

Likelihood to Recommend

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

SMS Routing Manager at Telintel (51-200 employees)

Vetted Review

2 years of experience

View profile

IRIS CRM - A great comprehensive solution for sales tracking and reporting

Rating: 9 out of 10

Incentivized

May 15, 2020

Use Cases and Deployment Scope

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.

Pros

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.

Cons

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.

Likelihood to Recommend

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.

Verified User

Analyst in Quality Assurance (10,001+ employees)

Vetted Review

1 year of experience

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