IRIS CRM

3.8
(5)

Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry.

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IRIS CRM review by Chelsea W.
Chelsea W.
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"We switched for a reason"

What do you like best?

We love that Iris is always changing. They have a strong focus in our industry and you can actually reach out to them and they will actually implement some of your ideas.

What do you dislike?

They are still a growing company so there are some bugs and user face issues that need to be sorted out. All minor things.

What business problems are you solving with the product? What benefits have you realized?

It has help us dramatically when it comes to paying our agents and the rodual portion of our business.

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IRIS CRM review by Cortney L.
Cortney L.
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"IRIS CRM"

What do you like best?

I liked that the basics to looking up information and inputting data was very easy.

What do you dislike?

I do not like that in order to customize something, even adding a tab to the dashboard and additional workflows, is very complicated on the backend. I felt like I needed a code writer to help me!

Recommendations to others considering the product

I would definitely learn the back end before implementing IRIS as something an entire company would use in depth.

What business problems are you solving with the product? What benefits have you realized?

We used IRIS as our main CRM for over a year. It was costly and did not necessarily provide our company with very many benefits besides saving a bit of time on data entry.

What CRM All-in-One solution do you use?

Thanks for letting us know!
IRIS CRM review by Administrator
Administrator
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"great tool and great support"

What do you like best?

they have support that is local to where our business is located. amber is my favorite from the support team and she is so great with tech

What do you dislike?

sometimes when linking forms from a website, the leads don't go into the crm properly and it seems like IRIS is a little behind on the times

Recommendations to others considering the product

we were able to build our own custom crm with this and brand it with our logo and colors. it;s a good tool.

What business problems are you solving with the product? What benefits have you realized?

we use this for all sales tracking and boarding new clients to keep track of everything. we are also able to track productivity. we recently added help desk tickets which cuts back on emails

IRIS CRM review by Christy M.
Christy M.
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"Perfect for Merchant Services "

What do you like best?

This CRM is customized for the business model

What do you dislike?

This needs to look a little cleaner and look as easy as other CRMs

Recommendations to others considering the product

If you have a ton of agents and merchants and need a buffer this would be the best CRM to use

What business problems are you solving with the product? What benefits have you realized?

This solves the issue of having a customized CRM for the merchant service industry

IRIS CRM review by Robert Turner S.
Robert Turner S.
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Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"A crm with smarts"

What do you like best?

The Module s work side by side.'and you build them based on how you work not how the system works

What do you dislike?

The cost is kind of up there, so a smaller company may be looking at zoho insyead.

What business problems are you solving with the product? What benefits have you realized?

Customer acquisition,

Kate from G2 Crowd

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