Sales & CRM

Your sales team will be happy with irsLogics!

Organize Your Leads
irsLogics allows you to capture leads directly from different sources. Customize your Lead Routing and Assignment Functionality, as well as control who in your organization gets notified or assigned the Lead, in real time. You get full control of your organization’s viewing and editing capabilities based on User Security Profiles.

Task Management at your fingertips!

irsLogics provides a Task Management tool that is unmatched by other CRM products. You are able to set up tasks and reminders with staff and clients with a click of a button. Phone calls, follow ups, form submissions, sending emails, faxes, and setting up appointments have never been easier.

Our Task Management tool ensures that all action items, from start to finish, are completed on time. In addition, all actions are time-stamped and archived guaranteeing you the most accurate documentation.

 

Never miss an important date for your client!

When managing a case, your clients’ appointments and deadlines are an utmost priority. Using the calendar and event management tool assures you that every important date is noted. You can easily set up the important hearing dates for your client such as the 30-day and 90-day statutory dates, as well as schedule recurring appointments. You are able to customize program templates and dates specific to each client’s needs.

Know your clients by heart

Give your customers superb attention by staying on top of their conversations. Whether by email, phone discussion, or chat –  all interactions are archived for easy and convenient viewing. You and your co-workers can add notes from calls, conversations, meetings, or any other historic information about your clients. You can see every customer interaction from one screen no matter where the conversation takes place and your staff can efficiently help the customer because they are all briefed on the situation.

Your documents are safe with us!

We protect your data (your client’s sensitive private information) from falling into the wrong hands. All information are protected using both server authentication and data encryption, ensuring that your data is safe, secure, and available only to registered Users in your organization.