New Feature: Email Scheduling

IRIS CRM now supports email scheduling!  Write your emails when it’s the most convenient and have IRIS CRM send them out for you at a later time automatically. Have the perfect follow up but do not want to send it just yet?  By scheduling an email to be sent out at the perfect time, you […]

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Reporting Enhancements: View Last Note & Improved Date Filter

You spoke and we listened! Your dashboard tables now have the option to show the most recent user note in a new column!   To display the latest user notes, click on the settings icon in the top right corner of your reporting table and then select the “Last Note” option:     Tip: To get […]

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New Feature: View System As Another User

We are excited to announce the addition of the new “View As” feature in IRIS CRM! The “View As” feature now provides you with the ability to view the IRIS CRM system in exactly the same way as it appears to a particular user or a user class. By viewing the system from a different […]

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New Feature: Save & Play Media in IRIS CRM

By some estimates, 74% of all Internet traffic in 2017 will be video. The use of online video will only continue to grow, even in the business environment.  Getting your message across by using video content provides distinct advantages to your business over other types of media. For example, users are 41% more likely to […]

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Note Tab Enhancement: Copy & Paste Images Into Notes

Sharing images with your team members has just gotten super easy! We have introduced the ability to copy and paste images right inside the lead note field. Take screenshots of your scribbles, instructions, questions or anything else that you wish to share and post the images in your notes without having to browse for files […]

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