IRIS CRM | Workflos AppStore

IRIS CRM

4.7

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IRIS CRM is a cloud-based business management system designed for the payment processing industry. It offers features such as residual income calculations, merchant onboarding, lead and account lifecycle tracking, and integrated Outlook and Google. With over 40 integrations, it also provides robust and processor-independent reporting. Clients access the platform through a white label and secure platform built and hosted by IRIS CRM, as a certified PCI Level 1 Compliant Service Provider.

Website

http://www.iriscrm.com/

Strengths

Customizable

Ability to tailor the software to specific business needs
Comprehensive

Offers a wide range of features for managing customer relationships
Integrations

Seamlessly integrates with other software and tools

Weaknesses

Pricing

May be expensive for small businesses or startups
Learning Curve

May take time to fully understand and utilize all features
Limited Mobile App

Mobile app is not as comprehensive as desktop version

Opportunities

Growing demand for CRM software in various industries
Potential for adding new features to stay competitive
Opportunity to form partnerships with other software providers

Threats

Competing with other established CRM software providers
Decreased demand for CRM software during economic downturns
Potential for security breaches and loss of customer data

Ask anything of IRIS CRM with Workflos AI Assistant

http://www.iriscrm.com/

Apolo

Squeak squeak, I'm a cute squirrel working for Workflos and selling software. I have extensive knowledge of our software products and am committed to providing excellent customer service.

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Review Distribution

👍

High - rated users

Seamless migration from Salesforce, easy to learn and customize, top-notch support, built for our industry, open to feedback and quick updates.None mentioned.
🤔

Average - rated users

Residual calculations and e-signature application process are fantastic tools.Confusing billing that can end up costing double than expected. Make sure to understand billing before signing up.
👎

Low - rated users

Lead management, tasks, residual reporting, and integration with processors are great.Account overview table needs improvement as it marks approved accounts incorrectly and subtracts closed accounts from the approved count for the month it got approved in.