IRIS CRM vs iBuildPro

Ready to run a leaner, more efficient payments business? Discover how NMI Merchant Central helps your team move faster, stay connected and manage merchants from anywhere. CALL CLIENTS WITHOUT SLOWING DOWN Burn through call lists without dialing a single number by hand Move seamlessly from one prospect to the next with Power Dialer Stay on top of follow-ups with built-in reminders BUILT FOR SALES REPS & MERCHANT MANAGEMENT Access your contact database from anywhere Update notes and track deals while on the go Call, text and email contacts directly from the platform MERCHANT RELATIONSHIP MANAGEMENT Board accounts, calculate residuals and monitor your portfolio in one place Track deposits, transactions, batches, retrievals and chargebacks Support merchants throughout the entire life cycle with a unified experience

iBuildPro is the all-in-one operating platform for residential and light-commercial contractors — remodelers, general contractors, siding/roofing/window companies, pool builders, and home improvement businesses with 3 to 50 employees. CRM, sales pipeline, estimates, contracts, project finance, production scheduling, lender draws, customer and salesperson portals, team chat, and AI automation — in one app. No more juggling spreadsheets, point tools, and email threads. CRM & SALES • Unified contact records (individual or company) • Multi-stage pipelines with locked system stages • Dispatch Dashboard: action-first 4-lane Kanban • Per-appointment call, SMS, and WhatsApp from a card • Multi-channel reminders routed by customer preference • 8-hour "Confirm now" customer confirmation flow ESTIMATES & CONTRACTS • AI-assisted estimate scope generation • Drag-resize line item grid, auto-recalculating totals • One-click portal sending and customer e-signing • Multi-signer agreements (spouses, co-owners) handled natively • Change orders as first-class entities • Per-state compliance fields and rescission tracking FINANCE & ACCOUNTING • Payment phases tied to every contract (no orphan invoices) • AR collections, bills, bill payments, credit memos, refunds • Bill Review Queue (Kanban between entry and payment) • QuickPay dialog with overpayment controls • Customer statements (single or bulk) • Bank reconciliation with AI-matched bank lines • Bi-directional QuickBooks sync (optional) • Project P&L, customer AR, vendor AP LENDER DRAW MANAGEMENT • Lender programs with per-program doc checklists • Funding Pipeline dashboard with inline doc status • Configure Draw Schedule per project (Gantt → draw amounts) • Draw Package Builder (contract + photos + lien waivers) • Send-to-Lender one-click email PRODUCTION & SCHEDULING • Project Summary master list with PDF + Excel export • Per-project tabbed view: info, finance, schedule, docs, photos, chat, audit • Full Gantt chart: drag, resize, dependencies, zoom, milestones, templates • Schedule items linked to payment phase draws ($ badges on bars) • Realtime updates • Reminders by in-app, email, SMS, and WhatsApp CUSTOMER SATISFACTION • Per-scope customer signatures required before project closes • Branded sign-off email with project lead's photo and note • Typed or drawn signatures, mobile-first • Auto-completion when final signature lands TEAM COMMUNICATION • Unified Communication tab: SMS, WhatsApp, portal chat, internal chat in one thread • Project chat with reactions, typing, message annotations • Per-tenant phone numbers with shared A2P 10DLC brand • Audio and video calling PORTALS • Customer Portal: proposals, invoices, payments, docs, chat, photos, schedule • Salesperson Portal: leads, calendar, commissions, estimate creator, file uploads • Token-authenticated magic links — no passwords for clients AI ASSISTANT • Natural-language chat over your own data (role-aware) • AI estimate generation from plain-English scope • AI bank statement reconciliation • AI WhatsApp summary • PM Dashboard insights with 9 rule-based signal patterns • Site Health Board with per-project insight feed DATA IMPORT • Quickbase, JobNimbus, JobTread, Buildertrend, AccuLynx, Procore — in minutes • AI-assisted column mapping for any CSV • Multi-tenant export filtering • Idempotent re-imports with full audit trail ENTERPRISE-GRADE FOUNDATIONS • Strict tenant isolation (row-level security) • Recoverable deletes with a full audit trail on financial records • Pagination-safe queries • Timezone-aware (per-company default) • Activity tracking with idle detection iBuildPro is standalone. GoHighLevel, QuickBooks, Twilio, Resend, Google Calendar, and Anthropic AI are optional — never prerequisites. Built for contractors who are outgrowing spreadsheets and disconnected point tools.