Irwin is a pre-populated CRM/IRM with robust filters to hyper-target current and prospective investors. Review collected by and hosted on G2.com.

Would be great to be able to do "DRIP" campaigns through IRWIN. That would be helpful. Review collected by and hosted on G2.com.

Intuitive for users and fairly easy to get ramped up without a lot of onboarding, identification of targets is a unique feature as well as prospecting of new targets Review collected by and hosted on G2.com.

Not always clear how rankings work and where AUM is pulled from. Would be great to have more discrete AUM for funds within larger fund companies and a way to utilize notes better Review collected by and hosted on G2.com.

I am a big fan of the Dashboard. It has all relevant information needed on a daily basis. It saves me time going from site to site. Review collected by and hosted on G2.com.

So far, I just don't like that when it populates SEC filings, it doesn't say which issuer it is from. Additionally, when sending a larger email blast I like to keep it personalized. That can be done through Outlook, but takes time. Larger blasts are fed through MailChimp. Review collected by and hosted on G2.com.

It has been the CRM and email distribution and tracking, allowing us to track our IR activity with each contact and distribute our Investor Newsletters to select contacts. Review collected by and hosted on G2.com.

The email formatting has been very clunky and I am looking forward to being able to build our Newsletters in HTML format. Review collected by and hosted on G2.com.

Irwin is an excellent platform that balances intelligence and organization to help us most efficiently maintain relationships, identify new opportunities and track our efforts. It is a simple, user-friendly, and yet still a very capable platform with a great depth of information and functions. I always feel supported by the team at Irwin and that they genuinely want to make my life easier through the capabilities of the platform. The addition of the Irwin Mobile App ensures that I always have the information that I need at my fingertips. Review collected by and hosted on G2.com.

Like any platform, Irwin has it's limitations but they have always been very welcoming to my feedback and it is clear they value growth and are open to continuing to develop to make the user experience as efficient and rewarding as possible. Review collected by and hosted on G2.com.

Responsive support team and an intuitive interface. Review collected by and hosted on G2.com.

Three thoughts, all minor:

1) Could do with a little more sorting and filtering functionality, eg. in the targeting results screen.

2) Also would prefer to not have to specify a location when doing targeting searches (ideal if worldwide was an option).

3) It's not always easy to determine which Portfolio Manager is associated with which fund. Tends to be an iterative process to figure it out. Review collected by and hosted on G2.com.

It is straightforward to get started; after only a few minutes of 'clicking' around, I learned the platform. Review collected by and hosted on G2.com.

It would be helpful to have more data come in at real time. Additionally, since we use Factset with our organization, there is a some overlap of information Review collected by and hosted on G2.com.

The ease in getting started and the friendly support. Review collected by and hosted on G2.com.

I think it was situational, but the transition between staff was not as seamless as preferred as one upload didn't get in properly. Luckily, the issue was addressed in a timely manner fast. Review collected by and hosted on G2.com.

I like how wasy it is to use, the search option works really well. Review collected by and hosted on G2.com.

Login seems clunky and I constantly have to change passwords Review collected by and hosted on G2.com.

The platform is very intuitive. The support team is an extension of my team as they will enter events and other data into our system, allowing me extra time to focus on strategy. Review collected by and hosted on G2.com.

Off the top of my head, I can not think of any items. All feedback we have provided has been incorporated into the system. Review collected by and hosted on G2.com.