AI Powered Real Estate Investor CRM & Automation Platform

IRIS is an AI-driven, purpose built platform for wholesalers and investors who want to streamline lead management, automate follow-up, and maximized deal flow without the tech headaches or bloated costs.

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Seller CRM management automation interface

CRM features for real estate investors and wholesalers

Organize Contacts

Manage every seller, buyer, and partner in a CRM designed for real estate investors and wholesalers. Track relationships, deals, and follow-ups in one place.

Simple Real Estate CRM

The IRIS CRM is a simple, ready to use workspace for wholesalers and investors. It captures every lead, keeps follow up a breeze, and moves deals from first contact to closed with ease.

Why It Matters

• Disorganized contacts stall deals. Centralized, searchable records keep every relationship at your fingertips.

• Poor deal tracking loses opportunities.Visual pipelines and next-step reminders keep deals moving.

• Missed tasks cost revenue. Automated reminders and task rollovers ensure nothing is forgotten.

• Lost communications create confusion. Every call, note, and update is logged for full team visibility.

• Generic CRMs miss key deal data. Custom fields capture ARV, repairs, MAO, and more—tailored for real estate.

• Manual list-building wastes time. Instant segmentation and saved filters power targeted outreach.

• Messy data slows you down. Bulk updates and duplicate merging keep your CRM clean.

• Scattered documents risk compliance. All files and photos are stored securely with each record.

• Weak permissions expose data. Role-based access and audit trails protect sensitive information.

• Unclear pipelines stall growth. Built-in analytics highlight bottlenecks and drive more closed deals.

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Investor Websites

Launch conversion-optimized real estate investor websites with built-in SEO, lead capture funnels, and branding—no coding required.

Conversion-Ready Investor Websites

Investor ready websites and a library of lead funnels built for REI. You get a branded site with the pages sellers and buyers expect, plus focused landing pages that turn traffic into form fills and booked calls.

Why It Matters

• Building a professional investor site is time-consuming. Pre-built, branded websites include all essential pages—launch as many sites as you need in minutes.

• Low-quality funnels miss motivated sellers. High-converting seller funnels guide prospects from ad to multi-step form to next steps, boosting lead capture.

• Generic sites don’t address niche seller needs. Ready-made variations target inherited property, probate, pre-foreclosure, tired landlords, land, and urgent sales—duplicate and launch instantly.

• Growing a buyer list is manual and slow. Built-in buyer funnels collect cash buyer info and automate confirmations to expand your dispo network.

• Clunky, outdated sites drive prospects away. Mobile-first, fast-loading layouts with clear calls-to-action and trust blocks increase engagement.

• Missing SEO basics means lost local traffic. Local SEO essentials—title/meta templates, schema, sitemap, robots, and OpenGraph—are built in for better search visibility.

• Tracking setup is often overlooked. Native GA4, Google Ads, Meta pixel, and UTM tracking let you measure every campaign and optimize results.

• Compliance worries slow down marketing. Toggled consent, TCPA, and disclaimer copy blocks keep your sites compliant.

• Branding updates take too long. Effortlessly swap colors, logos, images, and geographic targeting; duplicate pages for new markets in seconds.

• Testing improvements requires technical help. A/B-test headlines and hero sections instantly—no developer or page rebuild needed.

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Real estate investor wholesaler lead capture

Capture More Leads

Collect, qualify, and route motivated seller, buyer, and lender leads with mobile-friendly, embeddable forms tailored for real estate.

Mobile-Friendly Real Estate Forms

Embeddable, mobile-friendly forms built for real estate lead capture. Drop them on any site or landing page. They load fast, validate cleanly, and collect the details you actually need to qualify a seller, buyer, or lender.

Why It Matters

• Building custom forms from scratch wastes time. Ready-to-use templates for sellers, buyers, lenders, and property submissions get you up and running fast.

• Long forms overwhelm leads and cause drop-off. Multi-step flows with progress bars save partial entries and improve completion rates.

• Generic forms can’t adapt to unique deal types. Conditional logic shows or hides fields based on responses, tailoring questions for every scenario.

• Standard forms miss critical REI data. Built-in fields capture property details, condition, timeline, price, motivation, repairs, and photos.

• Spam and compliance headaches slow campaigns. reCAPTCHA, honeypot, rate-limiting, and TCPA consent keep submissions clean and compliant.

• Losing lead source data hurts marketing ROI. UTM, referrer, and ad click tracking are automatically captured for every form fill.

• Bad data clogs your CRM. Required fields, validation, and duplicate prevention ensure high-quality leads every time.

• No easy way to collect photos or docs. File uploads let prospects submit images or documents with type and size controls.

• Missed submissions mean lost opportunities. Custom confirmations and instant email/SMS alerts keep your team in the loop.

• Slow, inaccessible forms turn prospects away. Fast-loading, mobile-friendly, and accessible forms work for everyone, everywhere.

• Embedding forms is a technical hassle. Simple scripts, iframes, or HTML let you add forms to any website platform in seconds.

• Branding forms takes too long. Easily match your brand’s colors, fonts, and layout—with options for compact, spacious, inline, or modal forms.

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Why Top Investors & Wholesalers Choose IRIS

See how IRIS helps real estate professionals automate lead management, streamline follow-up, and close more deals with less effort.

Automated Lead Capture & Follow-Up

Instantly import leads from any channel and launch multi-touch outreach—no more missed opportunities.

Deal Evaluation & Offer Automation

Analyze deals and generate offers in minutes, not hours, so you can lock up more contracts, faster.

Pipeline & Buyer Management

Track every deal from new lead to close, and match properties to your best buyers with just a click.

Explore Features

Automated Follow-Up

Automate SMS, email, and task workflows to boost response rates, nurture leads, and move deals forward—hands-free.

Visual AI Automations

Visual, rule-based AI automations that move deals forward, message the right people, and assign work at the exact moment it’s needed. Build once, reuse across markets, and track exactly what ran, when, and why.

Why It Matters

• Manual follow-up leads to missed opportunities. Automated triggers respond instantly to form submissions, missed calls, stage changes, and more.

• Repetitive tasks slow your team down. Automated actions send messages, create tasks, update records, and integrate with external apps—no manual work required.

• One-size-fits-all automations miss key scenarios. Branching logic adapts each workflow to deal type, lead status, and market specifics.

• Missed deadlines hurt conversion rates. SLA timers and auto-reminders escalate tasks and replies to keep deals moving on schedule.

• Automations keep running after prospects reply. Smart exits stop or reroute sequences when someone engages, books, or closes.

• Messages sent at the wrong time annoy leads. Quiet hours and scheduling respect local time zones and business hours for human-like outreach.

• No way to insert a human when needed. Approval steps and inbox handoffs bring reps in at critical moments, with instant notifications.

• Broken automations are hard to diagnose. Test mode, per-step logs, and run history make it easy to audit workflows and spot issues.

• Updating automations is risky and confusing. Versioning lets you clone, edit, and roll back changes—plus reuse proven recipes across teams and markets.

• Generic automation templates don’t fit real estate. Built-for-REI recipes cover seller intake, no-show recovery, offer follow-up, title/escrow, dispo nurture, and more.

• Compliance mistakes risk penalties. Automatic opt-out handling and standardized consent language keep every sequence compliant.

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Automated follow-up for real estate investors

AI Lead Capture

Use AI chatbots and SMS agents to qualify leads, set appointments, and capture accurate property data around the clock.

Conversational AI for Lead Capture

IRIS uses conversational AI to qualify leads, set appointments, and keep deals moving without extra clicks. Chatbots on your site, SMS agents, and optional voice agents ask smart questions, capture clean data, and hand off to a human when it matters.

Why It Matters

• Missed website leads slow down your pipeline. AI chatbots greet visitors, collect property details, answer FAQs, and push qualified leads to the right stage.

• Delayed SMS follow-up loses motivated sellers. SMS agents respond instantly, confirm interest, handle objections, and book calls on your calendar.

• After-hours calls go unanswered and untracked. Optional voice agents verify details, set appointments, and send summaries to your CRM, even after hours.

• Unqualified leads waste your team’s time. Automated lead triage and scoring tags by motivation, timeline, and property type, routing prospects to the right rep.

• Key deal details get lost in conversations. Conversation intelligence transcribes calls, summarizes outcomes, extracts next steps, and creates action items.

• Manual drafting slows down follow-up. AI drafts personalized replies, nudges, and follow-ups in your tone—just approve or automate as you choose.

• Deal analysis is time-consuming and error-prone. Deal assist organizes facts, checks math like ARV minus repairs, and proposes offer scenarios for review.

• Inconsistent responses hurt your brand. Knowledge-base answers are trained on your scripts, services, markets, and policies for on-brand replies every time.

• Automation keeps running after human handoff. Smart handoff stops automations when a person engages, then alerts the deal owner instantly.

• Compliance gaps risk fines and lost trust. Built-in controls detect opt-outs, check consent, enforce quiet hours, and log every message for review.

• Language barriers block qualified leads. Multilingual support greets and qualifies prospects in their preferred language.

• No insight into what works best. Analytics reveal which prompts, openings, and follow-ups convert, so you can optimize results.

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Deal Pipeline Management

Visualize every deal’s progress with customizable pipelines, stage tracking, and automated alerts for real estate transactions.

Visual Deal Pipelines

Visual pipelines that show where every deal sits, what is due next, and who owns it. Use separate pipelines for acquisitions and dispo, copy them for new markets, and keep everything moving with clear stage rules.

Why It Matters

• Manual deal tracking leads to missed steps and lost revenue. Visual pipelines show where every deal sits, what’s due next, and who owns it.

• One-size-fits-all pipelines don’t fit every market or strategy. Use separate pipelines for acquisitions and dispo, clone them for new markets, and customize stages for your workflow.

• Stuck deals and bottlenecks kill momentum. Stage rules, required fields, and automated alerts keep deals moving and flag issues before they cost you.

• Missed tasks and overdue follow-ups slow down closings. Automated reminders, task assignments, and time-in-stage tracking keep your team on schedule.

• Scattered notes and docs create confusion and compliance risks. Every call, note, document, and update is logged with the deal for full visibility.

• No insight into pipeline health makes forecasting impossible. Built-in analytics track deal flow, stage conversion, aging, and win rates so you can optimize every step.

• Scaling to new markets or teams is a hassle. Copy pipelines, templates, and automations to new locations in seconds—no need to rebuild from scratch.

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Real estate wholesaler deal pipeline management

Real Time Dashboard

Monitor leads, deals, revenue, and team performance in a centralized dashboard built for real estate investing and wholesaling.

Centralized Command Center

Your daily command center. See leads, deals, and outcomes in one place, then jump straight to what needs attention.

Why It Matters

• It’s sometimes hard to see what matters right now. “Today at a glance” shows new leads, appointments, missed calls, tasks due, and quick actions.

• Pipeline health issues go unnoticed. Visual cards track stage progress, time-in-stage, aging alerts, and stuck deals with no next action.

• Slow response times kill conversions. Speed and conversion metrics spotlight first response, schedule, offer, contract, and win rates by market or owner.

• Revenue tracking is unclear and inconsistent. Revenue view shows weighted pipeline, expected profit, closed deals, average assignment fee, and days to close.

• Marketing spend is hard to justify. Source performance breaks down leads, deals, cost per lead, cost per contract, and ROI by channel.

• Team performance isn’t transparent. Team scoreboard displays workload, SLA compliance, activity counts, and leaderboards.

• Campaign results are hidden in the noise. Campaign pulse reports open, click, and reply rates across messages, highlighting top performers.

• Critical issues get buried. Exceptions list flags title issues, overdue tasks, deals without offers, and incomplete records.

• Finding the right view takes too long. Filters and ranges let you swap markets, owners, and dates—then save your favorites.

• Reporting is manual and time-consuming. One-click exports to CSV or PDF and daily email recaps make sharing insights easy.

• Too much data overwhelms the team. Role-based tiles ensure managers see financials while reps focus on actions.

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What Makes IRIS Stand Out?

IRIS is the only real estate platform designed specifically for wholesalers and investors who want to close more deals with less effort. IRIS combines powerful automation, customizable workflows, and investor-centric features in one affordable system.

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Choose the Right IRIS Plan for Your Real Estate Business

Simple, flexible pricing. Every IRIS plan includes automation, lead management, and dedicated support.

SaaS pricing dashboard illustration for IRIS real estate CRM

Compare IRIS real estate CRM pricing and plans for investors and wholesalers. Choose the subscription that fits your business. No hidden fees, flexible add-ons, and transparent features.