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“When people ask me what it takes to be successful in this industry making sure they have IRIS CRM is one of the first things I make sure to mention.”
"We have been very pleased with IRIS CRM on many fronts. We migrated over to IRIS from another CRM/Reporting system because of IRIS CRM’s functionality for better residual and lead reporting, customized lead forms that we could build to meet our specific needs, lead tracking, communication from IRIS CRM to our field reps, cost structure, etc. the list goes on! The support has been superb, timely and in-depth. IRIS CRM has an expansive offering that will meet any ISOs needs, regardless of size, and they keep adding relevant functionality which tells us they are the real player in the industry."
Act! is the leading provider of all-in-one CRM and Marketing Automation solutions that empower small and midsize businesses to market better, sell more, and create customers for life.
AdvisorEngine CRM is built to think like you, helping to optimize everything you do to service clients and grow your business. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform.
Homeless Link is the national membership charity for organisations working directly with people who become homeless in England. They work to make services better and campaign for policy change that will help end homelessness. They also develop new products that can help improve services and fund their campaign to end homelessness. Their national and regional teams offer support, link up agencies, and provide advice, consultancy and tools to help improve services. Their vision is of a country where everyone has a place to call home and can expect the support they need to keep it.
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