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IRIS CRM Testimonials

  • "I know you work primarily with Jeff and Evan but I wanted to say thank you for being such a great partner thus far. It was a critical decision for our team and everyone feels very confident we made the right one. Thank you again for all the support."

    Kevin JonesCelero

  • “I started my business in 1998 and IRIS CRM is a must-have for a sales organization to grow their business in the current payment processing space.”

    Lamont MitchellOwner
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    Top-rated sales CRM for your business. Freshsales (formerly Freshworks CRM) gives you everything you need to have personalized conversations and maximize conversions. Leverage the power of AI to forecast sales, qualify leads faster, and engage with the right prospects.

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    4.7 / 5.0
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    Maximizer CRM has been a leader in CRM software for over 25 years. Maximizer Wealth Management solution helps investment advisors and wealth management firms expand their book of business by effectively managing clients and streamlining complex operations. Maximizer CRM is easy to securely deploy and inexpensive to maintain, yet powerful enough to meet the specific needs of financial services professionals.

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    4.7 / 5.0
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    Tectonic is the premier big data analytics, marketing automation, CRM transformation, and cloud consulting services provider headquartered in Denver and with offices in Los Angeles, Houston, Chicago, New York, and internationally. The company serves middle-market to large enterprise companies across all industries and around the world. They created the “Insight2Action” methodology (i2a), which leverages data, world-class business practices, and cutting-edge technologies to capture and reveal information hidden within their clients own data.

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