Stop managing deals in spreadsheets and sticky notes. IRIS gives you a fully automated deal pipeline that moves leads forward, triggers the right actions, and closes more contracts — without the manual work.
IRIS gives you a drag-and-drop Kanban pipeline so your entire deal flow is visible in one place. Every lead, every stage, every action — nothing hidden, nothing missed.
Every stage in your deal pipeline can trigger automated follow-ups, task assignments, notifications, and document sends — the moment a deal moves forward.
Move a deal to a new stage and IRIS instantly fires the right automation — send a contract, assign a task, schedule a follow-up, or notify your team. No manual steps.
Set maximum stage duration thresholds. When a deal sits too long in any stage, IRIS automatically alerts your team and triggers a re-engagement sequence.
Automatically assign tasks to specific team members when a deal reaches a certain stage. Everyone knows exactly what to do next — no manager required.
IRIS links your pipeline stages directly to your automation engine. Every deal movement triggers the right sequence — follow-ups, contracts, task assignments, and team notifications — automatically.
Build separate pipelines for wholesaling, novations, sub-to deals, rehabs, or any deal type. Each pipeline has its own stages, automations, and team assignments — fully independent.
Track conversion rates between every stage, average deal velocity, and drop-off points in real time. See where deals are getting stuck and fix the bottleneck fast.
Every call, text, email, and stage change is automatically logged to the deal record. Your whole team stays in sync — no he-said-she-said, no dropped handoffs.
Control exactly what each team member can see and do. Acquisitions sees seller pipelines. Dispo handles buyer pipelines. Admins see everything. Permissions set in seconds.
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IRIS Deal Pipeline Automation keeps every deal moving forward — automatically. Build your pipeline, set your triggers, and let IRIS handle the rest.