IRIS Bonds Invest CRM

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

Send request

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