Sales & CRM
Your sales team will be happy with irsLogics!
Organize Your Leads
irsLogics allows you to capture leads directly from different sources. You can filter your leads based on a wide variety of factors, including lead source, debt amount, assignments, and location. You will also have full control over who in your organization gets notified or assigned to the lead in real time.
Task Management at your fingertips!
irsLogics provides a Task Management tool that is unmatched by our competitors. You are able to set up tasks and reminders with staff and clients at the click of a button. Phone calls, follow ups, and setting appointments have never been easier.
Our Task Management tool ensures that all tasks within your organization can be monitored and updated. In addition, all actions are time-stamped and archived guaranteeing you accurate and detailed case histories. Any and all activities can be monitored and reported on, allowing you to track the performance of any employee at an any time.
Never miss another IRS or State deadline again!
irsLogics understands the importance of effectively managing cases with important deadlines. Our software will allow you to identify any cases with deadlines or holds, and when those dates are up. This will prevent those deadlines from expiring, and protect your clients from the associated consequences.
Know your clients by heart
Give your customers quality service by staying on top of your conversations. All interactions are saved and archived for easy and convenient viewing. You can add notes from calls, conversations, and meetings that are readily available to anyone answering your phones. This will allow your sales and customer service staff to brief themselves on a case as your clients call in.
Your documents are safe with us!
We protect your data (your clients’ sensitive private information) from falling into the wrong hands. All information is protected using both server authentication and data encryption, ensuring that your data is safe, secure, and available only to the registered users in your organization.