IRIS Bonds Invest CRM

This is the CRM system for companies that invest in bonds. Flexible system with the ability to develop on demand.

What is IRIS?

IRIS is a great solution for companies that invest in bonds. The system has an easy-to-use interface. And it can help to coordinate employees’ tasks, as well as set clear interest on income and commissions.

Main Characteristics

  • 1
    Managing marketing, service and business processes on a single platform
  • 2
    Easy access to the system with the Internet from anywhere in the world
  • 3
    The ability to work on different devices: laptop, tablet, etc.
  • 4
    Convenient, simple, intuitive interface that doesn’t require learning
  • 5
    The ability to customize multiple roles with different access to functionality
  • 6
    The ability to view key information on work on the Dashboard
  • 7
    The ability to work with both individuals and businesses
  • 8
    An orderly database of clients, contacts, products and consultants with the ability to add
  • 9
    Convenient filtering on different parameters
  • 10
    Automatic reminders for profit payments and commissions on contracts
  • 11
    Setting the interest rate of profit and commission income of clients and consultants
  • 12
    Scheduling work on each contract through tasks
  • 13
    Maintaining a complete history of employee communication with clients
  • 14
    Attach files to contracts and clients