The Customer Success Hub is your single destination for setup guidance, live support, and on-demand learning — organized into three powerful tabs the moment you log in.
Follow our guided setup checklist to get your account live in under an hour. Walk through each step at your own pace with video walkthroughs built in.
Run into something? Submit a support ticket directly from the hub. Every request is tracked, assigned to a specialist, and updated via email until resolved.
Search 100+ articles, video tutorials, and how-to guides covering every feature, integration, and workflow inside IRIS — available 24/7 on demand.
Our guided setup checklist walks every new user through the exact steps needed to launch. Complete your profile, connect your integrations, and configure your key settings — in the right order, every time.
Add your business details, upload your logo, and configure your sender identity for emails and SMS.
Link your phone number, email provider, and any third-party tools via the Integrations Marketplace.
Set up pipelines, automations, and templates so IRIS is ready to work the moment your first lead comes in.
Bring in your existing seller leads, buyer lists, and contacts — mapped and clean, ready to work from day one.
Whether you're migrating from another CRM or uploading a fresh list, IRIS makes it simple to import your seller leads, buyer contacts, and any existing data — with zero guesswork.
Download your contacts as a CSV or Excel file from your existing CRM, spreadsheet, or data source.
Drag and drop your file into the import tool. IRIS auto-maps common fields and lets you manually match any custom columns to the right contact properties.
Preview your data before it goes live. Assign tags, assign to pipelines, and apply automations on import — so your contacts are ready to work immediately.
Creating your first automation takes minutes. IRIS guides you through every step — from trigger to action — with prebuilt templates for the workflows real estate investors actually need.
Step-by-step guide to building your first workflow from scratch — choose a trigger, add conditions, and configure actions in the visual builder.
Set up automated SMS and email reminders that fire before every scheduled appointment — dramatically reducing no-shows without manual effort.
Configure multi-touch follow-up campaigns that automatically reach out to new leads via SMS, email, and voicemail — in the right order, at the right time.
Automatically tag and route inbound leads based on source, behavior, or responses — so the right lead always lands in the right pipeline instantly.
Trigger specific actions — send a contract, notify a team member, schedule a task — the moment a deal moves from one stage to the next.
Don't start from zero. Browse IRIS's library of prebuilt automation templates designed specifically for real estate wholesalers — install in one click.
Submit a support request and it's immediately logged, categorized, and assigned to the right specialist. You'll receive email updates at every stage — no chasing required.
Our knowledge base covers every feature, workflow, and integration inside IRIS — with step-by-step guides, video walkthroughs, and community resources all in one place.
Watch over-the-shoulder walkthroughs for every major feature — from your first automation to advanced pipeline configuration. Learn by watching, then do it yourself.
Searchable written documentation covering setup, features, integrations, and troubleshooting — updated continuously as IRIS evolves. Find the exact answer in seconds.
Access the private IRIS investor community, live coaching sessions, and structured training tracks — all designed to help you close more deals and scale faster.
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Join hundreds of real estate investors and wholesalers already using IRIS to automate, convert, and scale — with full support every step of the way.