Iris Works

Iris allows me to stop stressing about something falling through the cracks. With so many balls in the air, I was constantly worrying about forgetting things or making a mistake. Between the automated workflows that gives me confidence that all of my emails are going out on time, the to do list items, so I know I didn't forget a deadline, to the templates that save me so much time! I love that the entire site is mobile optimized and that I can run my business from my phone if I have to. I have every piece of information with me no matter where I am, giving me the ability to provide quick answers and great customer service without having to wait until I get home to my computer.

IRIS has also saved me a lot of money! I would have had to hire an assistant long ago, if I didn't have IRIS to automatically do much of the behind the scenes tasks. In fact, there are SO MANY little things IRIS does, that I actually have more confidence that they are being done, on time and correctly, than I would if it were a real person doing them. lol

This software allows me to have a running to-do list and send contracts, and invoices with ease. Before I was creating and sending (and often making mistakes due to rushing) after my full time job as a teacher. Now, with the help of templates I can book brides, seniors, newborns with a few clicks.

Also, when I first toyed with the idea of using this software I wanted to see how my clients would interact with it first. So during my time at The Reset Conference the gentleman working the booth for Iris made a fake account and let me see emails, invoices and questionnaires as if I were the client. I was sold!

Moving into a new system is hard. I found myself staying up late for about 2 weeks, during my offseason and making templates, workflows, and just getting my "studio" ready. This took time, but was so worth it in the end. I also still with the invoices would let us require partial payments (much like PayPal) but I have been told they are working on it.

Iris Works was so easy to set up and start using right away. I use it to track my clients information, invoices, products and schedule. I love that you can send attachments, contracts and invoices to my clients. I can set up email templates and then go back and use it again and again. Love the value!

I wish the lead default did not pop up when I go to my clients...I wish it showed only my active clients right away. I also wish it had a wall display configuration, but for the ease of use and set up there is a wonderful value. I wish it also had a place to put expenses so you can track both income and expenses. Right now, it is income only, but it does integrate with Quickbooks.