Integrated Reporting is Simple


4 / 5
1 review

Who Uses This Software?

Payment processors, insurance agents, real estate agents, law offices, marketing companies and debt collection offices.

Average Ratings

1 Review

  • 4 / 5

  • 4 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Integrated Reporting is Simple
  • Founded 2010
  • United States


IRIS CRM is a premier sales automation software company serving clients that focus on sales. Expertise stems from payments industry.

IRIS CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

IRIS CRM Reviews Recently Reviewed!

Great Product and very industry specific

May 06, 2019

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not

Pros: We migrated to the product after using a different CRM for over 10 years. Our main reason for the switch was due to the fact that IRIS is extremely focused on our industry. It allows for our company to pay agents much easier with their built in residual tool than before with our previous CRM.

Cons: They are a "newer" company which always comes with a few bugs and growing pains. However, because they are new, they are always looking for genuine feed back and will implement our suggestions more so than a company who has been around longer.

Overall: They are a great company and have fantastic customer service. They have a core team who responds extremely quickly and are always willing to help. No matter the issue or question.