CRM, operations, finance and procurement all share one AI brain, so a new deal becomes an invoice without re-keying a thing.
iris reads across every department. Draft a follow-up, raise an invoice, find a contact, or ask what needs attention today — just type, and it works on your real data.
3 invoices are overdue ($4,120). I've drafted a reminder for each — want me to send them?
iris sent 3 reminders · logged to Finance
Every contact, quote and deal in one pipeline. Drag deals through stages, see what's stuck, and let iris flag the ones going cold.
Each module shares the same contacts, calendar and data — so a deal in CRM flows to an invoice in Finance without leaving the app.
Every contact, deal and task in one place, from first touch to repeat customer. Configurable pipeline stages, Kanban view, and iris-powered health signals to flag what's going cold.
Campaigns, follow-up sequences and reactivation emails that keep your pipeline full. Connect Meta, link your channels, and let iris draft the copy.
Estimates that convert to invoices in one click, recurring billing, expenses, and a P&L that stays current — every dollar in and out, in one ledger.
Plan jobs, dispatch your team, and track every task to completion. Booking pages, a shared calendar, automations and workforce time-clocking built in.
Purchase orders, supplier management and stock levels, kept in sync with your sales. Pick, pack and ship from the same system your team already uses.
Live dashboards across every department — revenue, pipeline, cash flow and OTIF — with iris as a co-pilot that tells you what to do next and drafts the busywork.
Create an estimate, convert it to an invoice in one click, and let iris chase the overdue ones. Expenses, recurring billing and a real P&L that stays current.
Jobs, tasks and calendar all in one view. Assign to team members, set automations, and let the system update status as work moves through.
Raise a PO, receive stock, and ship orders — all connected to the same data your sales and finance teams use.
Track suppliers, lead times, costs and trade assurance. Rate vendors and compare samples before committing.
Raise, approve and track POs. Multi-line orders with expected dates, invoice matching and status at a glance.
Bins, locations, FIFO lots, cycle counts and reorder points — kept in sync with your Shopify variants automatically.
Warehouse pick lists, scan-to-confirm, partial shipments and OTIF tracking — all from the same workspace.
Business. runs your CRM, invoices and operations, so we build it to be governed, exportable and yours.
Roles, profiles and permission sets decide who sees and edits what — down to the department and record.
A record of who did what and when across your workspace, for accountability and review.
Point-in-time snapshots of your data, and a recycle bin so a wrong delete is one click to undo.
Your contacts, deals, invoices and more export to CSV whenever you want. No lock-in.
Every connection is HTTPS with HSTS, and your workspace is isolated per company.
iris works on your business's own data to help you — it isn't a public chatbot trained on your records.
Import from a spreadsheet or link the tools you're already on — orders, tasks and calendar flow in automatically.
Connect your existing tools and your contacts, orders and calendar populate from day one.
Free for 2 seats, forever. Paid plans unlock the full business OS — no credit card required to start.
Free for 2 seats, forever · paid plans from $99/mo · no credit card, no long contract.