Customer Relationship Management

Iris

Smarter Sales. Stronger Relationships. Total Visibility. Iris gives you a complete view of every customer, interaction, and opportunity — built for businesses managing complex sales and partner networks.
What Is Iris?

Iris is the central customer relationship management component of the Apivom Platform, providing a comprehensive view of all customer interactions, opportunities, and communications. Built on EspoCRM and deployed via Docker, Iris enables businesses to build stronger customer relationships with structured processes and visibility controls.

How can you use it?

Customer Data Management

  • Unified customer profiles across all channels
  • Full communication history
  • Custom fields tailored to your needs
  • Data validation and quality checks

Sales Process Automation

  • Opportunity and pipeline tracking
  • Reminders, task assignment, and follow-ups
  • Custom sales stages and forecasting
  • Quote generation and approval workflows

Visibility Control for Complex Networks

  • Manually define what vendors or resellers can see
  • Share only selected data with partners
  • "Show to All" toggle for broader visibility
  • Dynamic logic based on account type

Team Collaboration Tools

  • Shared tasks and calendars
  • Internal notes and mentions
  • Smart lead assignment rules
  • Dashboards for team and individual performance

Ready to Improve Your Customer Relationships?