Our Client Relationship Manager, IRIS CRM, is a complete, 360 degree sales and marketing solution that drives practice growth, supports promotional activities and streamlines client care processes. 

  • Delivers essential tools for success in your sales and marketing 
  • Ready to work straight out of the box and cuts laborious manual tasks 
  • Discover your customers’ habits, needs and new opportunities, thanks to dynamic reports 
  • Identify upselling opportunities and find more profitable customers 
  • Automates client emails and SMS with powerful workflows from IRIS Accountancy Suite data 


The Challenge

Looking after clients and attracting new ones is vital for a business but managing relationships and related sales and marketing is difficult, especially when you can’t find the tools to do it effectively. A lack of visibility into the sales cycle and current pipeline is often troublesome, as is planning and executing targeted marketing campaigns. For many, it’s difficult to monitor all customers, prospect interactions and progress. You need a system with the ability to run this important part of your firm effectively. 

The Solution

IRIS CRM delivers those essential tools for success in your sales and marketing, creating a more efficient and profitable practice. You’ll retain clients and build a loyal following. IRIS CRM shares data from IRIS Practice Management so all client, prospect and referrer information is kept together in one place for the whole team to track relationships, marketing activity and potential business. 

Benefits of IRIS CRM

Managing relationships is key for securing fees, generating profits and building reputation. IRIS CRM does exactly that and it’s ready to work straight out of the box. That onerous task of manually extracting data is consigned to the past. You can access IRIS CRM via a smart phone, tablet or laptop. You can easily see all recent interactions that have taken place with the client before your visit. Marketing lists are never out of date, duplication is eliminated, and data is clean. 


Dynamic reporting  

IRIS CRM delivers transparent reporting and takes it a step further - turning reports into opportunities to act and helping to drive decisions. You’ll discover your customers’ habits and needs and gain the ability to actively monitor progress throughout the sales cycle. 


One combined view 

Use the single combined view to increase practice revenue, identify up-sell/cross-sell opportunities, find more profitable customers and execute targeted marketing activities. It will help you realise the full potential of the existing data in IRIS Accountancy Suite information including clients and jobs. 

Great tools 

With IRIS CRM you can automatically send emails and SMS to clients such as a Tax Return reminder. This can be triggered based on details from IRIS Practice Management. Partners can easily see when clients were last contacted and who’s due next and what services should be discussed. Also connects to existing systems, such as: IRIS Practice Management; Microsoft Office Outlook; Website Forms; Mailchimp.  


IRIS OpenSpace helps you work closer and more intuitively with your clients. 
You can upload, store and approve documents online. It's in 'The Cloud' so it's always accessible from any location, 
and it's fully integrated into the IRIS Accountancy Suite making it quick and easy to use.
You can store as much as you like, for as long as you like. 
If you are a UK based accountancy business we will even give you 1GB of free storage to get you started.
Additional space can easily be purchased from as little as £5 per GB per month or get a 15% discount 
for an annual subscription to 10GB by clicking the web store link above.

IRIS CRM provides instant solutions for:

  • Practices looking for help securing fees, generating profits and building reputation 
  • Accountants lacking tools for marketing to plan and execute targeted campaigns, including the ability to segment lists automatically 
  • Partners looking to attract new clients and increase revenue growth  
  • Identifying opportunities to upsell and to find more profitable customers 
  • Increasing knowledge about the prospects and customers 
  • Firms seeking to boost sales efficiency and effectively manage sales and pipeline development 
  • Nurturing your network of referrers so that more referrals come your way 
  • Firms wanting a system that works on the go, only requiring a web connection 
  • Automating and streamlining marketing business processes  
  • Linking dynamically with many leading solutions such as Microsoft Office Outlook and Mailchimp 



“The decision to use IRIS CRM was an easy one for us at Dolan Accountancy as the system allows all areas of our business to work cross functionally for the benefit of our clients. From the sales team, on-boarding department, accountants and marketing- all work flows integrate through the system and the IRIS capabilities mean our accountants have a full client view."             Dolan Accountancy

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