New to IRIS? Your guided onboarding checklist walks you through every critical step — from completing your profile and connecting integrations to configuring automations and importing your first leads. No guesswork. No wasted time.
Already running your business on another CRM or spreadsheet? IRIS handles the heavy lifting. Import seller lists, buyer databases, deal histories, and contact records with full field mapping and validation — so your data arrives clean, organized, and ready to work.
seller_leads_Q3.csv
1,248 records · 14 columns detected
Every tool and resource you need to get from sign-up to full operation — fast.
A prioritized setup checklist that guides you from first login to fully operational — no step missed, no time wasted.
Upload your leads, contacts, and deal history from any CSV, Excel file, or supported CRM — with visual field mapping and instant validation.
For large or complex datasets, the IRIS migration team handles everything — extraction, mapping, cleaning, and import. You just show up ready to work.
Launch faster with ready-to-deploy follow-up sequences, appointment workflows, and pipeline automations pre-loaded in your account.
Short, focused video tutorials for every module — so you can master IRIS on your schedule without waiting for a call or training session.
Stuck? Our onboarding team is standing by via chat and email to answer questions, troubleshoot imports, and get you unblocked — fast.
Migrating from another CRM or platform? IRIS migration specialists manage every step of the process — from data extraction and field mapping to validation and import. We support migrations from Podio, REI Reply, InvestorFuse, spreadsheets, and more.
Continue Exploring Features