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itris 9

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

itris is the benchmark for recruitment software, providing recruitment consultancies of all sizes with the optimum tools and features to manage their businesses and confidently plan future success. Fully configurable to clients’ specific requirements, itris has built a reputation for enhancing business growth and profitability throughout the UK and global staffing industry.

- Permanent, temporary, contact, interim, search recruitment
- Candidates, company, contact and requirements database
- Centralised searching of all databases, including post code radius searching with Google Maps
- Integration with Microsoft Office suite (Word, Outlook, Excel)
- Multiple language support
- Full compliance management module
- Reference management
- Two-way integration with your web site
- Integrated diary with alerts and reminders
- CV parsing
- Two-way SMS text messaging
- TAPI compliant for integration with your phone system
- Integration with Broadbean, idibu and Logic Melon for job posting
- Creation of bespoke user defined fields
- Automated scans to match new CVs to jobs and vice versa
- Organisation charts – very useful for networking purposes
- Social media integration
- Management reporting
- Local reporter
- Lead generation and next generation job search
- Automation of processes
- Candidate job alerts
- AWR (Agency Worker Regulations) module
- Client, applicant and timesheet web portals

ITEC Systems

itris 9 Recruitment Software

Our vision is to deliver recruitment software which is valued by our customers and recognised for being innovative within the recruitment industry.

itris 9 offers recruiters worldwide the optimum tools they need to be successful. Our unrivalled experience together with industry-leading technology ensures that itris 9 is the fastest, most reliable and feature packed recruitment system available.

After being rebuilt from scratch with a focus on user experience, itris 9 allows its users to unlock their true potential by maximising their efficiency and productivity. Off the shelf, it provides a range of functionality including DaXtra parsing, state of the art dashboards and powerful process automation as standard. 

With an increasing demand for security and flexibility, itris 9’s unique hybrid cloud technology gives recruiters confidence in accessing their data securely from any location through its advanced user interface. Combined with functionality to suit a variety of workflows and processes, we give recruiters worldwide the optimum tools they need to be successful, putting them ahead of the competition.

Demo: www.itris.co.uk/book-a-demo/
Features: www.itris.co.uk/features
Blog: www.itris.co.uk/blog

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

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

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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itris 9

Overview

What is itris 9?