IRIS CRM vs HubSpot CRM

IRIS CRM vs HubSpot CRM Highlights

IRIS CRM vs HubSpot CRM Pros

IRIS CRM Pros

• Pros of IRIS CRM Compared to HubSpot CRM:
• Better scalability: IRIS CRM is designed to work for businesses large and small, allowing for a higher degree of scalability than HubSpot CRM.
• More customization: IRIS CRM offers greater customization capabilities, which allows users to tailor the system to their specific needs.
• Faster set-up: IRIS CRM can be set up much faster than HubSpot CRM, allowing users to quickly get their CRM up and running.
• Niche customer targeting capabilities: IRIS CRM can help users more effectively target customers by providing them with detailed demographic data.
• Task management: IRIS CRM includes a built-in task management system which allows users to better track and manage their day-to-day activities.
• Automation: IRIS CRM includes a wide range of features to help users automate their customer interactions and processes, which helps them save time and be more efficient.

HubSpot CRM Pros

• Pros of HubSpot CRM compared to IRIS CRM:
• Easier to use: HubSpot CRM is much easier to use due to it being cloud-based, whereas IRIS CRM is desktop and web-based only.
• More Affordable: IRIS paid plans can be more expensive than HubSpots, which has a free plan.
• Automation features: HubSpot CRM has more automation features such as automated data entry and contact sorting.
• Integration with other services: HubSpot CRM is easily integrated with tons of other web services and app integrations, while IRIS CRM only has limited integrations.
• Customization: HubSpot CRM offers more customization options such as custom fields, sales process mapping and more.
• Data security: HubSpot CRM is much more secure than IRIS CRM due to its backup and data encryption features.

IRIS CRM vs HubSpot CRM Cons

IRIS CRM Cons

• IRIS CRM does not have an integrated CRM, marketing and sales platform like HubSpot CRM
• IRIS CRM's user interface is not as intuitive or fast as HubSpot CRM
• IRIS CRM does not have an extensive library of pre-existing forms, and their creation process is more complicated compared to HubSpot CRM
• IRIS CRM does not have a social media listening feature
• IRIS CRM does not have a built-in analytics platform, which means users must build their own reports or use a third-party vendor
• IRIS CRM does not have a comprehensive A/B testing feature
• IRIS CRM is more expensive than HubSpot CRM

HubSpot CRM Cons

• HubSpot CRM does not offer integration with QuickBooks, while IRIS CRM does
• HubSpot CRM does not have a task list feature, while IRIS CRM does
• HubSpot CRM does not offer custom reporting abilities, while IRIS CRM does
• HubSpot CRM does not offer a mobile app, while IRIS CRM does
• HubSpot CRM does not have a customer support desk, while IRIS CRM does
• HubSpot CRM does not allow multiple users to work simultaneously on the same workflow/task, while IRIS CRM does

IRIS CRM & HubSpot CRM Hyperise Integrations

IRIS CRM uses the Image embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

IRIS CRM makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

• First name
• Last name
• Using business Email passed from IRIS CRM, Hyperise is able to enrich business logo and website screenshots. In some cases, with a business Email we're also able to enrich profile images, subject to the business email having a publicly available profile.
• Using business Website passed from IRIS CRM, Hyperise is able to enrich business logo and website screenshots.
• Business name
• Job title
• City
• State
• Zip

HubSpot CRM uses the HTML code embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

HubSpot CRM makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

• First name
• Last name
• Using business Email passed from HubSpot CRM, Hyperise is able to enrich business logo and website screenshots. In some cases, with a business Email we're also able to enrich profile images, subject to the business email having a publicly available profile.
• Using business Website passed from HubSpot CRM, Hyperise is able to enrich business logo and website screenshots.
• Phone
• Business name
• Job title
• City
• Country

Other IRIS CRM & HubSpot CRM CRM platform comparisons

IRIS CRM and HubSpot CRM Frequently Asked Questions

Question: What is IRIS CRM?

Answer: IRIS CRM is an all-in-one customer relationship management (CRM) platform specifically designed for the WealthTech and FinTech industry. It provides highly automated, customizable features for managing client engagements, onboarding, tracking and reporting, as well as customer support.

Question: What features does IRIS CRM offer?

Answer: IRIS CRM offers a comprehensive suite of CRM features and tools such as automated onboarding and identity verification, customer segmentation and reporting, automated task and workflow management, client engagement management, and integrated customer support and communication tools.

Question: What types of firms use IRIS CRM?

Answer: IRIS CRM is used by a variety of firms, including wealth management advisors, broker-dealers, banks, financial advisors and robo-advisors.

Question: What kind of support does IRIS CRM offer?

Answer: IRIS CRM offers comprehensive customer support, including a dedicated customer service team, email and social media support, and a customer success team. They also offer an extensive library of product documentation to help customers get the most out of their IRIS CRM experience.

Question: What is HubSpot CRM?

Answer: HubSpot CRM is a free, online customer relationship management tool designed to help businesses of all sizes grow by improving the way they manage customer relations, track sales leads, and store customer data.

Question: What features does HubSpot CRM provide?

Answer: HubSpot CRM provides a suite of powerful customer relationship management capabilities, including contact management, contact timeline, deals pipeline, task and activity tracking, form and email inputs, automated customer segmentation and lead scoring, as well as powerful integrations with over 200 sales and marketing apps.

Question: How much does HubSpot CRM cost?

Answer: HubSpot CRM is completely free for users, with optional paid add-ons available for customer service features, customer feedback collection, and more.

Question: How do I get started with HubSpot CRM?

Answer: Getting started with HubSpot CRM is quick and easy. Simply sign up for a free account and begin entering customer data, adding contacts, and tracking customer interactions. You can also use the guide and tutorial in the help center to get more information.