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Average Ratings 0 Ratings
Description
IrisApt is a customer relationship management (CRM) software created from our own experiences and over 15 years of sales expertise in running a small enterprise. This cloud-based CRM is designed to be straightforward and sales-focused, making it accessible to users of all backgrounds. Getting started with IrisApt is a breeze, as it requires no installation; simply register your organization, and you're good to go. The software avoids complicated workflows and processes, concentrating instead on deal comprehension and organizing them into intuitive visual categories. IrisApt empowers businesses to efficiently process customer orders and requests while maintaining effective management of customer accounts. Moreover, it enhances the ability of companies to foster relationships with their customers throughout the phases of beginning, sustaining, and concluding those connections. Built on advanced technology and adhering to best CRM practices, IrisApt also allows users the freedom to tailor the application to their preferences with just a few clicks, ensuring a personalized experience. By integrating these features, IrisApt not only simplifies customer management but also enhances overall organizational productivity.
Description
Meridian serves as an AI-driven CRM and deal-management platform tailored for private-market investment teams, empowering firms to thematically source deals, oversee pipelines, and consolidate data across the organization. This platform integrates workflows suitable for every tier, from associates to partners, enabling teams to monitor opportunities, enhance collaboration prior to investment committee meetings, evaluate potential investments against both internal metrics and public data, and leverage insights through a built-in AI assistant. Additionally, users gain from automated updates of company and contact records, the ability to forward emails to capture meeting notes seamlessly, and a user-friendly mobile and web interface that encourages widespread adoption throughout the organization. The system is designed with robust permission settings, accommodates multi-fund structures, and adheres to enterprise-level security standards, including SOC 2 compliance, ensuring the protection of sensitive investment information. With its comprehensive features, Meridian not only enhances operational efficiency but also fosters a culture of informed decision-making within investment teams.
API Access
Has API
API Access
Has API
Integrations
Altvia
Apex
Archer
BlackBerry Access
Box
Cisco AnyConnect
Dropbox
Gmail
Google Calendar
Google Cloud Platform
Integrations
Altvia
Apex
Archer
BlackBerry Access
Box
Cisco AnyConnect
Dropbox
Gmail
Google Calendar
Google Cloud Platform
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
IrisLogic
Founded
2014
Country
United States
Website
irislogic.com/irisapt/
Vendor Details
Company Name
Meridian
Founded
2023
Country
United States
Website
www.meridian-ai.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management