Investor Relations CRM

Yes, Corporate Connect requests are automatically logged and tagged in Irwin's CRM with no manual entry required.

Irwin is purpose-built for IR, and users who switch from other platforms most often cite two things: a CRM experience that goes deeper, and a level of customer support that acts like an extension of your team. Unlike generic CRM tools, Irwin brings ownership data, Engagement Scores, NOBO integration, and FactSet directly into the platform so you have all the context you need in one place, without toggling between systems. The FactSet integration is particularly powerful, giving you access to comprehensive capital markets data right alongside your relationship management workflows.
Additionally, the Irwin Assistant team takes the time-consuming CRM upkeep off your plate — logging, data entry, and routine maintenance — so you can focus on deeper strategic work. Layer on top of that a dedicated customer success team invested in the health of your IR program, and a product roadmap shaped by client feedback, and you get a platform built to grow alongside your program over time.

Yes, the Irwin platform is multi-security enabled, and holdings data, stock data, and ownership data will correspond to the selected security. Irwin users can easily switch between various securities.

No, Irwin does not share CRM data across client accounts. CRM data is private to each organization.

Irwin provides multiple ways to track ownership changes across different data sources, giving you access to multiple layers of ownership intelligence in one place. Ownership data is broken down into three main categories: Reported Positions, Surveillance, and Custom Shares. You can also track historical ownership trends alongside holdings analysis metrics including Under/Overweight, Buying Power, and ownership breakdowns by peers, sector, geography, and market cap.

Yes, Irwin's team can help with data migration, including uploading existing contacts, itineraries, and business cards.

No, emails sent through Irwin appear as normal emails to recipients, not as bulk/mass communications. Email open and click tracking happens in the background without visible indicators to recipients.

Yes, Irwin offers optional integrations for Outlook, Gmail, and IMAP accounts for automatically importing email and calendar data, saving you time by eliminating manual data entry.

Before any event or roadshow, Irwin arms your management team with customized tearsheets, detailed itineraries, and relationship context summaries so they walk in knowing exactly who they are meeting and what matters to them. Additionally, notes and business cards captured in the field can be scanned directly into your CRM, ensuring the intelligence you build today becomes the foundation for every conversation that follows.