Managing Your Contacts With Ease.
With Iris, you get detailed individual data on every contact in your list. Easily search or filter your list on many (given) criteria plus your own tagging system. With a few clicks, perform mass actions on a group of contacts; add them to a campaign, add a note, tag them and much more.
Comprehensive Contact Profiles.
See every interaction your contact has had with your emails, websites, or blogs to date. Select from a list of your prebuilt lead-nurturing campaigns to add your contact to, add notes about a contact in their profile, and schedule tasks with reminders for a timely follow-up. Upload proposals or other documents, and manually modify a lead score based on meetings and live prospect interactions.
Select from a list of your prebuilt lead-nurturing campaigns. For sales teams, every email sent can be branded automatically to the sales rep and the email recipient.
Know Where Your Contacts Are In The Sales Process.
See your prospects’ current lead stage level, lead score, total visits, total page views, total email opens, total email clicks, time spent on your tracked websites, and downloads. You can also see more information in the details of each activity.
Filter Contacts By Using Tags.
Create and apply an unlimited number of tags based on attributes determined by you. Tag contacts individually or as a group, and filter by tag(s) in the lead catalog.
Tasks Keep You Productive.
Keep your healthcare marketing campaigns organized and on course by scheduling tasks with reminders for a timely follow-up.