Onboarding & Data Migration for Real Estate Investors
Seamlessly transition your real estate business to IRIS with a guided onboarding experience, instant contact import, and automated workflows. Designed for investors and teams, IRIS ensures you’re up and running in hours, not weeks, without technical headaches or lost data.
Start Fast. No Technical Skills Required.
Structured Training Series
New IRIS users receive a curated onboarding sequence: step-by-step video walkthroughs and checklists delivered via email, knowledge base, and in-app links. Each stage covers critical setup tasks, account access, basic system navigation, contact import, and workflow activation so users can follow at their own pace.
Knowledge Base & Quick-Start Guides
New IRIS users receive a curated onboarding sequence: step-by-step video walkthroughs and checklists delivered via email, knowledge base, and in-app links. Each stage covers critical setup tasks, account access, basic system navigation, contact import, and workflow activation so users can follow at their own pace.
Proactive Onboarding Email Campaigns
Automated email campaigns deliver timely tips, reminders, and resources for each onboarding milestone. Users are guided through setup, feature adoption, and optimization,ensuring nothing is missed and new customers experience value quickly.
IRIS delivers a fast, frictionless onboarding experience through a proven combination of structured training, an expert knowledge base, and proactive onboarding emails. Even without a dedicated in-app wizard, new users are supported at every step with clear, actionable guidance.
Effortless Contact & Data Import
One-Click Import from CSV or Excel
Import your contacts, properties, and notes directly from spreadsheets or other CRMs in seconds. IRIS automatically maps fields, checks for errors, and confirms your data before import. Bring your entire database with you. No manual entry required.
Tagging & Smart Workflow Triggers
Apply tags to imported data and launch workflow automations the moment your contacts arrive in IRIS. Segment new leads for targeted follow-up, trigger nurture sequences, or assign contacts to specific pipelines—automatically, as part of the import process.
Guided Setup & Workflow Automation
Prebuilt Pipeline & Automation Templates
Activate proven real estate pipelines, automations, and notifications with a single click. IRIS includes templates for lead intake, deal management, follow-up, and more, customized for investors and wholesalers. Launch best-practice workflows instantly or tailor them to your team’s needs.
Customizable Onboarding Library
Access a curated library of onboarding resources, checklists, and templates. Adapt onboarding for teams of any size or specialty with flexible tools that support both solo operators and growing organizations.
Seamless Migration from Other CRMs
Support for Leading Real Estate Platforms
IRIS supports migration from popular real estate CRMs and spreadsheets. Use the bulk import tool to validate and transfer your data, ensuring all your historical records, notes, and contacts make the move safely.
Dedicated Migration Specialists
For larger teams or complex migrations, IRIS offers access to dedicated onboarding specialists. Our experts guide you through the process, handle technical questions, and ensure your transition is complete and accurate with minimal downtime.
Business Outcomes for New IRIS Users
Go Live in Hours, Not Weeks
Accelerate your ROI with instant setup and prebuilt workflows. IRIS eliminates manual onboarding delays, so you can start managing deals and generating value right away.
Retain Your History & Contacts
Keep all your historical data, lead notes, and contact records intact. IRIS preserves your business intelligence and relationship history, ensuring nothing is lost in migration.
Built for Wholesalers, Flippers, and Buy-and-Hold Investors
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 Onboarding & Data Migration FAQs
How do I import my contacts and data into IRIS?
You can import contacts, properties, and notes from CSV or Excel files using our data import tool. The system automatically maps fields and checks for errors, ensuring a smooth transition.
Can I migrate data from another CRM to IRIS?
Yes. IRIS supports migration from most real estate CRMs and spreadsheets. Our knowledge base provides step-by-step instructions, and our team can assist with large or complex migrations.
What support resources are available during onboarding?
New users have access to a structured training series, a searchable knowledge base, and ongoing email guidance. For additional help, our support team is available via the Customer Success Hub.
Will I lose any data or notes during migration?
No. IRIS is designed to preserve all your historical data, lead notes, and contact records during import, so your business intelligence and history remain intact.
How long does the onboarding process take?
Most users complete onboarding and are fully operational within a few hours. Larger teams or complex migrations may take slightly longer, but our resources and support ensure a fast start.
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Migrate Your Data Into IRIS 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.
IRIS is the leading real estate investor CRM and automation platform for wholesalers and real estate investors.
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