IRIS deal pipeline automation dashboard for real estate investors and wholesalers

Deal Pipeline Automation for Real Estate Investors

Automate your real estate deal pipeline with IRIS, an advanced CRM built specifically for investors and wholesalers. Visualize every stage, receive automated alerts for stalled deals, and streamline your workflow from lead to close. IRIS delivers customizable deal management and automation tools that help you close more deals, faster.

Visual workflow of automated real estate deal stages in IRIS CRM

Why Automate Your Real Estate Deal Pipeline?

Automated alerts and notifications for real estate deals in IRIS pipeline management

Manual deal tracking slows you down, increases risk, and leads to missed opportunities. With IRIS Deal Pipeline Automation, real estate wholesalers and investors can manage every stage of the transaction using intelligent workflows, automated alerts, and real-time analytics. This means faster closings, fewer errors, and a more predictable business.

Key Features of IRIS Deal Pipeline Automation

  • Visual Pipeline Management: Drag-and-drop deal boards for both seller acquisition and buyer disposition.

  • Automated Alerts & Risk Notifications: Get real-time alerts for idle deals, title issues, missing documents, and stalled offers.

  • Customizable Workflow Stages: Tailor each pipeline to your unique process—use prebuilt templates or create your own stages.

  • Real-Time Collaboration & Team Management: Assign, comment, and escalate deals instantly for seamless teamwork.

  • Centralized Deal Record: Store all communications, documents, and milestones in one secure location.

  • Integration with Lead Sources & Marketing Tools: Connect with your favorite marketing channels and automate lead intake via GoHighLevel marketplace or private API.

How IRIS Outperforms Other Real Estate CRMs

Unlike other CRMs, IRIS is purpose-built for real estate investors and wholesalers. Our platform automates every aspect of deal management, from first contact to closing, with advanced customization, compliance tracking, and industry-specific workflows.

  • Prebuilt pipelines for wholesalers, flippers, and buy-and-hold investors

  • Automated stage advancement based on real activity (calls, emails, contracts)

  • Customizable SLAs and risk alerts to prevent bottlenecks

  • Advanced reporting and analytics for pipeline performance

Customizable pipeline stages for real estate wholesalers and investors in IRIS CRM

Built for Wholesalers, Flippers, and Buy-and-Hold Investors

IRIS deal pipeline automation dashboard for real estate investors and wholesalers
  • Shorten deal cycles and secure contracts up to 30% faster

  • Reduce fallout and maximize assignment fees

  • Never miss a follow-up or deadline again

  • Scale confidently whether closing 2 or 50+ deals per month

IRIS Deal Pipeline Automation FAQs

Can I customize the pipeline stages for my unique process?

Yes. All stages are fully customizable, with templates for common wholesaling workflows.

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Will I get notified if a deal is stuck or at risk?

Absolutely. Automated alerts flag idle deals, missing docs, or stalled offers—so you can take action before it’s too late.

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Does this integrate with my existing marketing or lead gen tools?

IRIS supports open integrations via the GoHighLevel marketplace and private API.

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Is IRIS suitable for teams?

Yes. IRIS supports real-time collaboration, deal assignment, and role-based permissions for teams of any size (Growth & Elite plans only).

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Start Automating Your Pipeline Today

Ready to accelerate your real estate business? Try IRIS free for 14-days. If it isn't everything we promised, cancel and we won't charge you a penny.

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