# IRIS Engage — AI-First Sales CRM

> AI-powered mobile CRM for field sales professionals with voice interaction and smart data capture. (iPhone/iPad app by Ashish Kaul.)

- Source: https://appshunter.io/ios/app/iris-engage/id6756939369 (this page in markdown: same URL + `.md`)
- Developer: [Ashish Kaul](https://appshunter.io/developer/1863777055)
- Category: Business, Productivity
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.0 · 47 MB
- Languages: English
- Released: 2026-01-06
- Data updated: 2026-07-17
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/iris-engage/id6756939369/reviews.md

## What is IRIS Engage?

IRIS - AI-Powered Mobile CRM

IRIS is a mobile CRM built for sales professionals who spend more time in the field than at a desk. Powered by our IRISRank algorithm that keeps you always updated on your hottest opportunities.

WHAT YOU CAN DO

Talk to your CRM
Ask questions about your pipeline, get deal recommendations, or dictate notes using real-time voice conversations. The AI understands your sales data and responds instantly.

Capture information on the go
Photograph business cards, handwritten notes, or documents. IRIS extracts the data and creates contacts, leads, or notes automatically. No manual typing.

Manage your pipeline
Track leads, contacts, accounts, opportunities, quotes, and contracts in one place. Filter by status, search across records, and update deals with a few taps.

Start your day informed
The morning brief shows what matters today: hot leads that need attention, upcoming meetings, tasks due, and deals at risk.

CRM INTEGRATION
Connect your Salesforce org and access your data through IRIS. Or use the built-in CRM if you don't have Salesforce.

DESIGNED FOR MOBILE
  - Optimized layouts for both phone and tablet
  - Offline access to your most important records
  - Biometric login with Face ID or fingerprint
  - Push notifications for lead alerts and task reminders

FEATURES
  • AI chat and voice conversations
  • IRISRank lead scoring algorithm
  • Smart capture for business cards and documents
  • Lead and opportunity management
  • Contact and account tracking
  • Quote and contract handling
  • Task and activity management
  • Calendar integration
  • Customizable dashboard
  • Export reports to CSV and PDF
  • Morning briefings and AI insights
  • Custom AI agents for routine tasks

Built for salespeople who need their CRM to keep up with them.

## Key features

- AI chat and voice conversations
- Smart capture for business cards and documents
- Lead and opportunity management
- Offline access to records
- Morning briefings and AI insights
- Salesforce integration


## Frequently asked questions about IRIS Engage

### What is IRIS Engage?

IRIS Engage is a mobile CRM designed for sales professionals. It leverages AI for tasks like voice interaction, data capture, and lead scoring to help users manage their sales pipeline efficiently from their mobile devices.

### Can I use IRIS Engage offline?

Yes, IRIS Engage offers offline access to your most important records. This ensures you can manage critical sales data even when you don't have an internet connection.

### How does IRIS Engage capture data?

IRIS Engage features smart capture functionality that allows you to photograph business cards, handwritten notes, or documents. The AI automatically extracts the relevant data to create contacts, leads, or notes without manual typing.

### Does IRIS Engage integrate with other CRMs?

Yes, IRIS Engage can connect with your Salesforce organization to access your data. It also offers a built-in CRM solution if you do not use Salesforce.

### What kind of AI features does IRIS Engage offer?

IRIS Engage utilizes AI for real-time voice conversations to ask questions about your pipeline, get deal recommendations, and dictate notes. It also includes the IRISRank algorithm for lead scoring and custom AI agents for routine tasks.

### Is IRIS Engage available on multiple devices?

IRIS Engage is designed for mobile use and is optimized for both phone and tablet layouts. It is currently supported on iPhone and iPad devices.

### How often is IRIS Engage updated?

IRIS Engage was last updated on May 19, 2026, with version 1.0.1. This indicates a recent update, suggesting ongoing development and support for the application.

### What is the user rating for IRIS Engage?

IRIS Engage has a perfect rating of 5.0 stars based on one review. This suggests a highly positive initial user experience.

## Version history (last 3 releases)

### 1.0.2 — 2026-07-07

This update brings a refreshed dashboard and a more reliable, responsive experience.
 - Redesigned dashboard with a cleaner, more polished look
 - Your data now stays fresh, records update live and pull-to-refresh reflects the latest changes
 - More reliable CRM sync, with automatic retries so your pipeline loads dependably
 - Clearer CRM connection status, so you always know which data source is active
  - Fixed a crash when viewing Deals, plus numerous layout and stability improvements

### 1.0.1 — 2026-05-19

IRIS Engage v1.0.1 — What's New                                                                 
                                                                                                    
AI & Smart Notes                                                
  - Voice Note Recorder — capture voice notes directly from any record                              
  - AI-suggested Note Actions — review and act on AI recommendations from notes                     
  - Smart Notes now support linking to CRM entities (leads, contacts, accounts)                     
                                                                                                    
Calendar & Meetings                                                                               
  - Meeting Intelligence section on calendar events with AI-powered context                         
  - Calendar now shows IRIS scheduled meetings alongside device calendar                            
  - Events linked to Salesforce CRM records (lead/contact/opportunity IDs)                          
  - Platform icons updated for brand consistency                                                    
                                                                                                    
CRM & Activity                                                                                    
  - New Activity creation page with full form support                                               
  - Sales Performance Chart now supports year filtering                                             
  - Improved contact and lead handling in activity feeds                                            
  - Organization management features added                                                          
                                                                                                    
Conversations & AI Chat                                                                           
  - Chat history bottom sheet for quick access to past conversations                                
  - Conversation deletion with improved dialog navigation                                           
                                                                                                    
Performance & Stability                                                                           
  - Offline queue improvements for reliable sync when reconnecting                                  
  - Fixed animation/semantics errors on dashboard and shimmer components                            
  - Security hardening across 45+ files (SSL pinning, root detection, FCM)                          
  - Timezone handling fixes                                                                         
  - Deleted records now properly cleared from local cache                                           
  - Fixed Salesforce calendar query error (Event Type field)

### 1.0 — 2026-01-06

No release notes.

## Apps similar to IRIS Engage

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Legacy Care](https://appshunter.io/ios/app/legacy-care/id6760556973) | — | Free | Business |
| [DYD – Car Services at Home](https://appshunter.io/ios/app/dyd-car-services-at-home/id1641727889) | — | Free | Business |
| [Airattix](https://appshunter.io/ios/app/airattix/id6502383739) | — | Free | Business |
| [Ramky Connect](https://appshunter.io/ios/app/ramky-connect/id6755109738) | — | Free | Business |
| [AtlasRTX Messenger](https://appshunter.io/ios/app/atlasrtx-messenger/id1281530954) | 5.0 (6) | Free | Business |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-17.*
