IRIS Engage

IRIS - AI-Powered Mobile CRM

IRIS is a mobile CRM built for sales professionals who spend more time in the field than at a desk. Powered by our IRISRank algorithm that keeps you always updated on your hottest opportunities.

WHAT YOU CAN DO

Talk to your CRM Ask questions about your pipeline, get deal recommendations, or dictate notes using real-time voice conversations. The AI understands your sales data and responds instantly.

Capture information on the go Photograph business cards, handwritten notes, or documents. IRIS extracts the data and creates contacts, leads, or notes automatically. No manual typing.

Manage your pipeline Track leads, contacts, accounts, opportunities, quotes, and contracts in one place. Filter by status, search across records, and update deals with a few taps.

Start your day informed The morning brief shows what matters today: hot leads that need attention, upcoming meetings, tasks due, and deals at risk.

CRM INTEGRATION Connect your Salesforce org and access your data through IRIS. Or use the built-in CRM if you don't have Salesforce.

DESIGNED FOR MOBILE

• Optimized layouts for both phone and tablet
• Offline access to your most important records
• Biometric login with Face ID or fingerprint
• Push notifications for lead alerts and task reminders

FEATURES • AI chat and voice conversations • IRISRank lead scoring algorithm • Smart capture for business cards and documents • Lead and opportunity management • Contact and account tracking • Quote and contract handling • Task and activity management • Calendar integration • Customizable dashboard • Export reports to CSV and PDF • Morning briefings and AI insights • Custom AI agents for routine tasks

Built for salespeople who need their CRM to keep up with them.