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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
IRIS Exchequer CRM interfaces well with the accounts side and allows both office-based and field sales people to have up-to-date information, enabling us to keep track of hard-won sales enquiries. This gives all users visibility of what’s going on and enables us to manage the sales activity better. Sales people who I interview are very impressed with its capabilities and I can’t now envisage operating without it!
Flowstone Systems
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.
 Download IRIS Exchequer customer relationship management software brochure
 Back to IRIS Exchequer Modular Suites
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