Your CRM only knows what someone typed
iris was in the conversation. It’s the AI CRM that writes the record while the customer talks.
A ten-minute call turns into “Dan, furnace, call back.” The address, the gate code, and what you promised are gone by lunch. iris logs who reached out, what they need, and what happens next, straight from the conversation.
Here’s a record typed by nobody
Tuesday, 7:10am.
Dan calls Summit Heating & Air about a cold house. Thursday, he texts. Every field below came from those two conversations.
Typed by hand after the call
“Dan, furnace, call back”
What a busy owner writes down. Everything in the record is what iris logged from the same call.
It writes to the CRM you already use
Keep the tool your team knows. iris does the typing.
It works with the CRM you have
iris sends each record to the CRM you use now, like HubSpot or GoHighLevel. Your team keeps working where it already works.
It adds to the record, not a new one.
When Dan texts on Thursday, iris finds his record from Tuesday and adds to it. No duplicates to clean up.
You decide what it logs
You choose which details iris saves and where they go. If it isn’t sure where something belongs, it flags it for you to check.
CRM questions, answered.
An AI CRM fills in your customer records for you. iris writes each call, chat, and text to the customer’s record as it happens: who they are, what they need, and what comes next. Nobody has to type it in later.
It doesn’t have to. iris keeps the full record of every call, chat, and text, and it can send clean records to the CRM you already use, like HubSpot or GoHighLevel. Your team keeps working where it works now.
Then iris can be your CRM. Every customer gets a record the first time they call, chat, or text, and it fills in from there. If you add a CRM later, iris can send the records over.
Who they are, how to reach them, what they need, and what happens next. iris also saves the details that usually get lost, like the gate code or the friendly dog, with the line of the conversation each one came from.
It matches the phone number. When Dan texts on Thursday from the number he called from on Tuesday, iris adds the text to his record instead of starting a new one. If it isn’t sure, it flags the match for you to check.
Yes. Open the record and change anything, the same way you’d edit a record you typed yourself.
Yes. Every record keeps the full conversation behind it: the call transcript, the chat, and every text. The summary is there for a quick look, and the details are one click away.
You do. Your customer records belong to your business. You can export them anytime, and if you leave iris, they go with you.
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