List of IRIS CRM Customers
Network Merchants
1450 American Ln, Suite 1200,
Schaumburg, 60173, IL,
United States
Schaumburg, 60173, IL,
United States
1 847-352-4850
Professional Services
580
$108M
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!
Apply Filters For Customers
| 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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Applova | Professional Services | 50 | $5M | United States | IRIS CRM | IRIS CRM | CRM | 2024 | n/a |
In 2024, Applova implemented IRIS CRM as its primary CRM, embedding the application on its public website to capture client inquiries and manage professional services engagements. The small professional services firm of 50 employees is using IRIS CRM to centralize customer contact data and to provide a single source of truth for sales intake and client delivery coordination.
Configuration focused on contact and lead management, opportunity pipeline tracking, account records, activity logging, task management, and dashboard reporting tailored to small team workflows. IRIS CRM was configured with site-embedded web-to-lead capture and automated lead routing rules to move inbound website inquiries directly into named opportunity stages and salesperson queues.
The deployment follows a cloud SaaS architecture accessible through a web console and site widgets, with IRIS CRM embedded on Applova's website to surface forms and capture session context at point of interest. Operational coverage spans sales and client delivery teams within the United States, centralizing intake, case notes, and engagement status for client success and project management workflows.
Governance emphasized standardized opportunity stages, role based access controls, and data hygiene rules, with a staged onboarding approach that included user profiling, training for sales and delivery staff, and configuration of reporting views for management oversight. The implementation narrative centers on IRIS CRM as the site integrated CRM that drives lead capture, routing, and core client lifecycle management for Applova.
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Avant-Garde Marketing Solutions | Professional Services | 11 | $1M | United States | IRIS CRM | IRIS CRM | CRM | 2020 | n/a |
In 2020, Avant-Garde Marketing Solutions implemented IRIS CRM on their website. IRIS CRM functions as the company CRM to capture inbound leads through embedded web forms, centralize contact records, and provide a single customer view for this professional services firm.
Deployment was sized to the company scale of 11 employees and configured to use core CRM capabilities including contact and account management, lead capture from the website, and basic pipeline or opportunity tracking. Operational ownership sits with sales and marketing, with role based access controls and standardized data entry workflows to enforce record hygiene. Governance focused on centralizing client contact data in IRIS CRM and establishing an onboarding sequence for staff to manage web submitted leads and maintain the centralized customer dataset.
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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
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating IRIS CRM. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating IRIS CRM for CRM include:
- University of Pennsylvania, a United States based Education organization with 39859 Employees
- Derrick Oneal Company, a United States based Oil, Gas and Chemicals company with 25 Employees
- Smpl, a United States based Professional Services organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
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University of Pennsylvania | Education | 39859 | $14.4B | United States | 2026-03-30 |
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Derrick Oneal Company | Oil, Gas and Chemicals | 25 | $5M | United States | 2026-02-24 |
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Smpl | Professional Services | 10 | $1M | United States | 2025-05-30 |
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Banking and Financial Services | 5500 | $3.4B | United States | 2025-02-19 |
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Professional Services | 10 | $1M | United States | 2025-01-19 |
FAQ - APPS RUN THE WORLD IRIS CRM Coverage
IRIS CRM is a CRM solution from IRIS CRM.
Companies worldwide use IRIS CRM, from small firms to large enterprises across 21+ industries.
Organizations such as Pinnacle Financial Partners, i3 Verticals, Payroc LLC, Fortis Payment Systems and Farmers Bank & Trust - Magnolia, AR are recorded users of
IRIS CRM for CRM.
Companies using IRIS CRM are most concentrated in Banking and Financial Services and Professional Services, with adoption spanning over 21 industries.
Companies using IRIS CRM are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of IRIS CRM across Americas, EMEA, and APAC.
Companies using IRIS CRM range from small businesses with 0-100 employees - 81.48%, to mid-sized firms with 101-1,000 employees - 16.05%, large organizations with 1,001-10,000 employees - 2.47%, and global enterprises with 10,000+ employees - 0%.
Customers of IRIS CRM include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified IRIS CRM customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of CRM.