Customer relationship management (CRM) software

IRIS Exchequer CRM software provides ease of access to intelligence on your prospects and customers.

IRIS Exchequer CRM provides a comprehensive suite of tools that collate, integrate and utilise all of your organisational knowledge, information and expertise.

Your business becomes 100% focused on the preferences and needs of your customers and prospects, while you gain greater control of the sales pipeline.

Sophisticated customer intelligence

• 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

Full integration

Each module within IRIS Exchequer CRM is fully integrated with other IRIS Exchequer modules to coordinate every aspect of your business.
Everything you know and do as a business contributes to building the customer relationships.

Manage your sales cycle from start to finish

Capture data on every interaction with your contacts; maximise every opportunity and deliver outstanding customer service.

IRIS Exchequer CRM combines and utilises all of your organisation’s knowledge, information and expertise from the day-to-day management of contacts, to tracking and monitoring of campaigns and pipeline sales opportunities. Time-saving features drive improved efficiency and customer service, while reducing scope for error.

Share information across your whole organisation

• Comprehensive sales and marketing intelligence - spend budgets wisely, know what works, and analyse spend on a cost-per-lead basis
• End-to-end order lifecycle - view all information on potential and existing clients, with user-definable fields to personalise the information you wish to store; assign and easily access every document related to a customer or prospect instantly to further drive customer service
• Remotely produce quotes and take orders - maximise every commercial opportunity and deliver beyond customer service expectations by accessing essential data on the move
• Closely track pipeline and sales opportunities - accurately forecast when orders will be received and intelligently allocate sales resource where it will bring the best return
• Create professional and profitable quotations easily - take data directly from accounts to produce quotations which can then be formatted in Microsoft Word, Excel or Adobe PDF document templates

Deliver greater results for your organisation

IRIS Exchequer CRM delivers significant improvements in productivity and eliminates errors, delivering improved results for your organisation. Fully scalable and modular you are free to select which options are required now, and then develop your solution as your business needs dictate.

An Award-Winning Accounting, ERP & Business Management Solution