Investor Relations CRM

“Instead of spending all my time inputting many records, Irwin Assistant has been quite useful for me and building my itinerary. I’ll receive an itinerary from the banks we’re working with and send that to Irwin Assistant to get it into our account. I can then go in and make edits about the particulars after they’ve happened, such as meeting notes, but the main thing is that the data is already there, which was the most time-consuming part.”

“If it's an organization I'm not familiar with, I can now go to Irwin and very conveniently pull that profile. In this scenario, seeing the people and the funds they manage is quite helpful. The more users, the more data points we have. We're all kind of using Irwin in a very communal way.”

“What drove me to Irwin was the clean interface. I can quickly accomplish tasks without getting bogged down in a cumbersome legacy interface. The whole point of the IRM is to efficiently track engagement to optimize how you interface with investors and report on it for efficacy purposes, and the nuanced features in Irwin are incredibly valuable time savers.”

"We use Irwin daily for the CRM; it's a way of keeping organized and tracking meetings and making sure that when we walk into a meeting, we're well prepared with all the information that we need with the notes from our last meeting and everything that's going on with that particular investor."

"It makes everything so much more efficient, and it just takes the organizational burden off me so that I can actually focus on the relationship part of it, which is amazing.”

“I do a lot of advanced work for NDRs in Irwin. I’m able to download profiles and review prior discussions with investors. This helps me cull topics of interest for each investor and really sharpen our talking points for the next investor meeting."

“The product is easy to use, I’ve been using more and more of the integrated features, especially the calendar integration which is super helpful. Any time we have an upcoming call with an investor, I put it in the calendar, and it’s really nice to have it logged automatically.”

“We use Irwin to track our interactions when we have investor meetings and callbacks, and when we go to conferences to help prepare the management team before we go, but also to evaluate the success of those efforts in post-event reporting.”