İri CRM Documentation

The dashboard is the central panel to track real-time revenue stats, active conversations load, and pending deals.

Dashboard UI Preview

Consolidate all client communication. No more personal phones or scattered browser tabs for your team.

Unified Inbox UI Preview

Make direct calls from your browser. Audio recordings are automatically attached to client history cards.

Cloud Call Center Preview

Visualize sales workflows on Kanban boards. Easily identify stagnation in individual stages.

• ⚡ Automation Triggers: Move a deal to 'Won' to trigger template messages.
• 📊 Lost Analysis Reasons: Record reasons like pricing or bad timing when archiving lost deals.

Sales Kanban Pipeline Preview

Manage multiple company locations or sub-teams under one parent organization while keeping databases isolated.

Workspaces & Branches UI

Instantly translate incoming WhatsApp or Instagram messages to write responses without language limits.

Build a shared repository of FAQs, pricing templates, and official WhatsApp HSM alerts to boost response speeds.

WhatsApp HSM Templates UI

Design triggers to automatically send WhatsApp messages, update lead fields, or dispatch reminders.

Visual Workflow Designer Preview

Create responsive capture forms to embed on websites. Submissions instantly create contact cards in CRM.

<script src="https://iricrm.com/embed/form_129df8.js"></script>

Drag-and-Drop Form Builder UI

An AI chatbot handles late-night WhatsApp queries, checks calendar availability, and schedules calls.

AI Sales Autopilot UI

Maximize response speeds by automatically assigning incoming prospects to online agents.

Monitor revenue, staff conversion rates, and ROI data visually to make smart decisions.

Sync CRM conversions back to Google Ads. Utilize the AI copywriter and automated budget optimizer to improve ROAS.

Assemble dynamic lists of services and payment terms. Generate link proposals for clients to review and sign.

Proposal & Treatment Plan Builder

Integrate with external sites or legacy databases. Provision scope-locked API Keys to restrict and audit data streams.

curl -X POST "https://iricrm.com/api/clinic/leads" \
  -H "X-API-KEY: your_api_key_here" \
  -d '{"name": "Ahmet Yılmaz", "phone": "90532..."}'

API Credentials Panel

Scan a QR code to bind standard mobile numbers to your multi-agent inbox instantly without Meta API setups.

Control user scopes. Restrict agents from exporting datasets or seeing clients assigned to other colleagues.

Iri CRM MCP Server bridges Claude Desktop, Cursor IDE, ChatGPT, and AI agents directly to your CRM workspace. Manage leads, trigger WhatsApp messages, generate financial reports, and book appointments via natural language.

{
  "mcpServers": {
    "iricrm": {
      "command": "npx",
      "args": ["-y", "@iricrm/mcp-server"],
      "env": {
        "IRICRM_API_KEY": "iri_live_your_key_here",
        "IRICRM_BASE_URL": "https://iricrm.com"
      }
    }
  }
}