Features
Every client, known to the whole team, and nobody has to type a thing.
Briefings
The moment a client walks in, whoever greets her can open her briefing card. VIP status. Average order. Last visit. Birthday. Style notes. What she avoids. And always a next step at the bottom, so nobody drops the ball.
How it played out
An associate dictated thirty seconds about a client she'd known from a previous job. Weeks later, when she next came in, a teammate who had never met her opened her briefing card. The first line read:
"Do not address her as Mrs. Whitmore, her ex-husband's name. She goes by Diane."
"I never in a million years would have known that."
Dictate, Don't Type
Hit the dictate button and talk to Iris like you'd talk to a coworker. No fields, no forms, no client record to fill out by hand.
Have a stack of Post-it notes or an old notebook lying around? Photograph the page and Iris reads those too. Nothing has to be re-entered.
Dictated, unedited
"Just had Diane in, grabbed two linen sets in a 6, she's redoing the Southampton house, call her when the fall knits land…"
Iris structures it into the record: client, sizes, purchase, the promise to call, and a reminder for when the knits arrive.
Every Morning
Thirty minutes before open, everyone gets a push notification: overdue follow-ups, upcoming client birthdays and anniversaries, and things left hanging from the day before. It's all waiting in the Today tab when you open the app.
How it played out
A client mentioned, in passing, a lunch reservation weeks away. Iris resurfaced it that morning. The team sent dessert to her table. She came back the next day, with three friends.
Cross-Team Memory
On vacation, on maternity leave, or moved on: whoever's covering picks up right where she left off. One toggle manages access, and the client book stays with the store.
How it played out
An owner couldn't remember a client's name, only that she'd bought a rainbow-striped duster in a size 2 and mentioned building a house. Iris found her in fifteen seconds, then messaged the associate covering that day with the answer.
"Wait, Iris can message my team too?"
Also Included
Private flags
Tell Iris to mark a note private: visible to that associate and managers only.
Access controls per associate
Set who sees what, down to the individual team member.
Text drafts, never sent without approval Add-on
Iris can manage a team text message number. She drafts for you, you approve every send.
Works standalone
No integration required to start.
POS connected
Orders and purchase history flow into each client's timeline, read-only.
Privacy & Security
Every store runs its own instance, fully separate. No crossover between retailers, ever.
Data is encrypted in transit and at rest. No data sits exposed.
POS connections are read-only, and you can disconnect any of them at any time.
Missed-Opportunity Intelligence
Iris also remembers what almost sold: the size you didn't have, the color she asked for, the draft order that got deleted. One store thought their best-selling size curve was one thing. Counting missed opportunities, it inverted: their real clientele looked nothing like their sales report.
One style, one season: demand by size
The small sizes never made it to the floor, so they were never available for sale. The demand was there the whole time.
Every plan starts with 14 days free.