Leads, follow-ups, pipeline, quotes, GST invoices, and payment collection — all inside one workspace your whole team will actually use.
Click a module to see how it looks inside Iris Ledger CRM
Web form, WhatsApp, Meta / Google Ads — every lead lands in one place, routed to the right rep automatically.
Kanban board with stage-level totals. Drag deals, log calls, send quotes — all from the same card.
Branded GST invoices with auto tax calculation. Convert a quote in one click. Collect via Razorpay or record manual payment.
Every lead has a next action. See what's overdue, due today, or upcoming — and act from the same screen.
Every tool your sales team needs, built to work together — no integrations to configure, no data to sync manually.
Capture leads from web forms, WhatsApp, Meta / Google Ads, or email — then auto-route them to the right rep by source, city, or product. Never miss a follow-up again.
A Kanban board your team will actually use, with forecasting and win-rate reports that update in real time as deals move through stages.
Branded quotes convert to invoices in one click. GST handled automatically, multi-currency supported, PDF export ready.
Razorpay checkout, shareable payment links, manual payment approval with proof upload — get paid faster regardless of how your customer pays.
Send quotes, invoices, and follow-up reminders over WhatsApp directly from a lead's timeline. AI calling campaigns can dial your entire lead list automatically — qualify, remind, follow up.
Pipeline, revenue, branch-wise performance, collections, and GSTR — without exporting to Excel first.
No IT team required. No complex onboarding call. Just sign up and go.
Create your account — your team, your data, your workspace. No card needed to start.
Upload a CSV or connect Meta Ads, Google Ads, or a web form. Leads flow in automatically.
Add reps, managers, and finance with the right role and branch in seconds.
Send quotes, collect payments, and watch your pipeline on a live dashboard.
"Our follow-ups were in a WhatsApp group and a notebook. After Iris Ledger CRM, every lead is tracked, every rep has a daily task list. We went from 8 closures a month to 21 in two months."
"The GST invoice → Razorpay payment link flow is exactly what we needed. Customers pay without calling us. Our collection cycle dropped from 45 days to 12. Finance team is very happy."
"Set it up in one afternoon. 3 branches, 22 reps, all on the same system with their own dashboards. I get branch-wise revenue reports every morning without chasing anyone for data."
Every plan starts with a free trial. No setup fees. No surprises on your bill.
Need a custom plan for 50+ users? Contact us →