List of IRIS CRM Customers
Schaumburg, 60173, IL,
United States
Since 2010, our global team of researchers has been studying IRIS CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased IRIS CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using IRIS CRM for CRM include: Pinnacle Financial Partners, a United States based Banking and Financial Services organisation with 3309 employees and revenues of $1.40 billion, i3 Verticals, a United States based Professional Services organisation with 1150 employees and revenues of $235.0 million, Payroc LLC, a United States based Banking and Financial Services organisation with 430 employees and revenues of $118.0 million, Fortis Payment Systems, a United States based Professional Services organisation with 491 employees and revenues of $98.0 million, Farmers Bank & Trust - Magnolia, AR, a United States based Banking and Financial Services organisation with 379 employees and revenues of $67.0 million and many others.
Contact us if you need a completed and verified list of companies using IRIS CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The IRIS CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Agave Pay | Banking and Financial Services | 40 | $10M | United States | IRIS CRM | IRIS CRM | CRM | 2023 | n/a |
In 2023, Agave Pay implemented IRIS CRM as its CRM, embedding IRIS CRM on their website to capture inbound merchant and partner leads. The implementation targeted sales and marketing users within the United States based financial services firm of about 40 employees, positioning the application to support front line commercial workflows.
Configuration emphasis included lead capture and web form integration, contact and account profiling, sales pipeline stages, activity logging, and dashboard reporting. Website forms feed new leads directly into IRIS CRM, with automated assignment rules and workflow automation for qualification and follow up to ensure consistent handling of inbound prospects.
Operational governance focused on access controls and role based permissions to separate sales and marketing responsibilities, and standardized qualification workflows to formalize handoffs between teams. By embedding IRIS CRM on the public site, Agave Pay established IRIS CRM as the primary CRM for customer lifecycle management and sales operations.
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Aldelo | Professional Services | 75 | $15M | United States | IRIS CRM | IRIS CRM | CRM | 2020 | n/a |
In 2020, Aldelo implemented IRIS CRM. The Professional Services firm with 75 employees deployed IRIS CRM as its core CRM platform and is using the application on its public website to capture and route inbound leads and customer inquiries.
The implementation emphasizes website-integrated lead capture and contact synchronization, with IRIS CRM providing contact and account management, opportunity and pipeline tracking, embedded lead forms, activity tracking and basic reporting capabilities. Operational scope centers on sales, marketing and client services, with governance focused on centralizing contact records, standardizing lead assignment and follow up workflows so teams operate from a single contact repository.
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American Verification Processing Solutions | Professional Services | 10 | $1M | United States | IRIS CRM | IRIS CRM | CRM | 2022 | n/a |
In 2022 American Verification Processing Solutions implemented IRIS CRM as its CRM solution, deploying IRIS CRM on the company website to capture customer interactions and streamline contact management. The deployment is web-forward with the public site hosting intake forms that directly populate the central IRIS CRM instance, aligning external lead capture with internal record creation and activity tracking.
Configuration focused on core CRM capabilities typical for a small professional services firm, including structured contact and lead records, intake workflow automation, activity and task tracking, and basic case management to support client verification workflows. IRIS CRM was configured for a compact user base, with administrative controls, user role segmentation, and template-driven data capture to reduce manual entry for a ten-person organization.
Operational coverage spans sales and client services functions, using the website integration as the primary data ingress point and IRIS CRM as the single source of truth for client interactions. Governance emphasized centralized record management and standardized intake workflows to improve consistency across teams, while the architecture centers on a web-hosted CRM instance that consolidates customer, engagement, and task data for operational use.
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Professional Services | 50 | $5M | United States | IRIS CRM | IRIS CRM | CRM | 2024 | n/a |
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Professional Services | 11 | $1M | United States | IRIS CRM | IRIS CRM | CRM | 2020 | n/a |
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Banking and Financial Services | 52 | $7M | United States | IRIS CRM | IRIS CRM | CRM | 2021 | n/a |
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Banking and Financial Services | 370 | $51M | United States | IRIS CRM | IRIS CRM | CRM | 2024 | n/a |
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Professional Services | 80 | $8M | United States | IRIS CRM | IRIS CRM | CRM | 2024 | n/a |
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Distribution | 10 | $1M | United States | IRIS CRM | IRIS CRM | CRM | 2021 | n/a |
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Banking and Financial Services | 120 | $15M | United States | IRIS CRM | IRIS CRM | CRM | 2022 | n/a |
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Buyer Intent: Companies Evaluating IRIS CRM
- Derrick Oneal Company, a United States based Oil, Gas and Chemicals organization with 25 Employees
- Smpl, a United States based Professional Services company with 10 Employees
- Synovus Bank, a United States based Banking and Financial Services organization with 5500 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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