Finance CRM Software

Easy access to intelligence on your prospects and customers.

IRIS Exchequer finance Customer Relationship Management (CRM) software provides a comprehensive suite of tools that collate, integrate and utilise all of
your organisational knowledge, information and expertise.

From customer service and support to sales, marketing and finance, your teams
will have access instant access to powerful, accurate information that will allow
them to better meet the needs of your customers and prospects.

Sophisticated customer intelligence with
IRIS Exchequer finance CRM software:

• Manage your sales cycle from start to finish – share information across your
  whole organisation and arm your sales and marketing staff with the power to be proactive
• Generate the optimum return – interrogate marketing campaigns and ensure efforts are concentrated on the activities that generate the most opportunities
• Capture data on every contact – vitally, all your staff will share a single, unified view of each customer
  from credit control to sales
• Seamless customer service – access critical information at all times to anticipate customers’ needs and deliver outstanding service
• Easy access to data on the move – access key sales data and take orders remotely to gain a competitive edge
• Generate sales efficiency – maintain tighter control in tracking and managing the sales pipeline and opportunities
• Robust data replication – transmit individual changes in seconds

IRIS Exchequer Finance CRM software is scalable, modular and fully integrates with other IRIS Exchequer modules, enabling you to select those options you need now, and then develop your solution as your business grows.