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Iridize REVIEW

Customer Experience Management Software

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What is Iridize?

Iridize is an enterprise onboarding and engagement solution that features contextualized in-product guides. It aims to increase product adoption through interactive, engaging walkthroughs that match user needs at the moment. In a fast-paced tech and business environment where product adoption spells the future of the company, an intuitive walkthrough solution like Iridize is important.

It is ideal for SaaS onboarding, change management, employee training and user engagement. Vendors can easily integrate Iridize into their software and make it appear as part of their product. Businesses implementing organization systems like CRM, ERP, LMS and HRM can set up a self-help process with Iridize. Anywhere and anytime training is required and user adoption must be fast-tracked, this solution helps you meet your goals with the least cost in time and effort.

You can experience the Iridize benefits firsthand by subscribing to the free trial.

As for deployment, Iridize is cloud-hosted but an on-premise version is available. Likewise, the vendor offers a free app that lets you create up to five guides and for up to 100 users.

Some of the immediate benefits you can experience with this software include lower support costs, faster onboarding process, higher user adoption rate and more productive trainings. It also features the best of cloud benefits, namely, accessibility, lower capital investment, scalable features and flexible pricing.

Iridize also integrates smoothly with other key systems, specifically with Microsoft Dynamics, Salesforce and Sharepoint. Likewise, it works smoothly with Zendesk and other web-based solutions and HTML-designed platforms.

Overview of Iridize Benefits

Addresses product training pain points

We know the common problems in onboarding. Manuals and FAQs are ignored. Users are discouraged by long, banal, if not confusing instructions. This results in your software being underutilized or unappreciated for its real value.

Iridize aims to hurdle this obstacle with integrated, contextualized, personalized guides. You can create guides that are intuitive to user behavior and needs. For example, create personalized guides that pop up when users need them. The software uses interactive guides that respond to user actions.

These on-page, self-launched guides can be integrated and made to appear as part of your software. You can even customize the look and feel and categorize content based on user types, roles or past activity. With the pain points addressed, onboarding becomes smoother and faster.

Empowers training professionals

Trainers and educators can create product manuals and course lessons that match learners’ roles, needs and past activity. This increases training success rate. Here are some areas where Iridize helps trainers design and deploy guides quickly: sales training; employee onboarding for corporate systems like CRM, ERP, HRM and LMS; change management procedures; and customer service.

Furthermore, as with most SaaS solutions, Iridize is coding-free. Trainers with limited technical background can create comprehensive guides and enhance their content with advanced features using drag-and-drop, WYSIWYG tools (what-you-see-is-what-you-get). These include: Augmented Reality guides; contextualized lessons; user-specific guides based on roles, permissions or needs; micro-learning; self-managed learning sessions.  

Iridize also features collaboration tools that enable you to share and edit guides with a group of specialists.

Smooth product releases

Product launchings or new feature releases can be wasted when you screw up onboarding. Iridize helps product and marketing teams coordinate the launching with real-time communication on a centralized platform through an in-product release. Employees or customers are sure to read the news or latest updates once they log into your software.

Likewise, you can set pop-up announcements triggered by a user action. For example, a user opens a tool and news of an upgraded tool also opens. Iridize can also be used to point users to add-ons or limited deals.

Reduce support costs

Tickets slow down business as teams are interrupted from their core activities to resolve issues. This entails direct and opportunity costs. But if users are self-reliant, issues are resolved much faster. With guides contextualized and triggered by user actions, self-help is more likely to relieve I.T. and support teams off recurring and time-consuming problems.

Iridize features on-page micro sessions, which behave like a virtual support rep that walks you through the problem. It uses clear instructions as “now click here” or “now go here.” The step-by-step guide can be accessed via help tab or it’s triggered by user action.

What’s important, you can reduce online support services when customers are solving their problems. Basic and repetitive questions like, “Where is this tool?” or “How can I export this and that?” are quickly addressed.

Likewise, your existing staff can build a knowledge base without hiring a dedicated team. No programming skills is needed, so anybody can be tapped to participate. With powerful rules engine and easy navigation your staff can create comprehensive and on-the-fly guides.

Improve onboarding processes

One way to increase product adoption is to understand user behavior. Iridize helps you to gain this crucial knowledge in different ways. You can collect data and identify behavior patterns. You can automate content matching. You can also A/B test new features on different user segments.

Likewise, use the embedded forms to collect feedback. A simple multiple-choice survey can identify user issues or pain points, valuable information that helps you fine tune the onboarding process for a smoother and frictionless experience.

With a clear feedback mechanism in place, you can:

  • Match content with user types based on activity
  • Provide users with counter feedback
  • Assess quality and effectiveness of trainings
  • Measure training frequency and needs

Moreover, Iridize features audit trail support. You can track user onboarding progress using drill-down analytics showing completed guides, current onboarding activity and, more critically, where users are stuck on. Iridize lets you pry into user activities in the software. A simple sleuthing will reveal what they’re trying to achieve but failed to finish. We know how a small technical obstacle can discourage users from continuing on with training. Iridize helps you keep an eye on these onboarding bumps and resolve them at once.

Extensible functionality

You can extend the guides’ usability to other platforms. For example, export them as PDF and add them into your CRM’s knowledge base or help desk’s FAQ section. You can also enhance the guides by importing videos, images, Slideshare or other rich media. Iridize is also accessible on different web-based platforms and devices.

Iridize has direct integration with key business solutions like Microsoft Dynamics, Salesforce and SharePoint. It also works with one of the leading help desk solutions, Zendesk, and other SaaS products such as, ERP, HRM, LMS, CRM, help desk, web portals and project management.

Overview of Iridize Features

  • Personalized guides
  • User and Guide Drilldown Activity
  • User segmentation
  • User activity/tracking
  • Audit trail support.
  • Time based in-product communication
  • Visual analytics
  • Guide rules and conditions
  • Rich formatting and PDF export
  • Release notes
  • Branded guides
  • Polls
  • Embedded forms
  • Help Widget
  • Onboarding Widget
  • API

Iridize Position In Our Categories

Position of Iridize in our main categories:


Iridize is one of the top 100 Customer Experience Management Softwareproducts


Iridize is one of the 500 HR Softwareproducts


Iridize is one of the 100
Customer Experience Management Software products


Iridize is one of the 500
HR Software products

If you are interested in Iridize it might also be beneficial to analyze other subcategories of Best Customer Experience Management Software listed in our database of B2B software reviews.

It is essential to note that almost no software in the Customer Experience Management Software category will be a perfect solution that can match all the goals of all business types, sizes and industries. It may be a good idea to read a few Iridize reviews first as specific solutions may dominate just in a really small set of applications or be created with a very specific type of industry in mind. Others can function with an intention of being simple and intuitive and therefore lack complex functions desired by more experienced users. There are also software that focus on a broad group of users and offer a rich feature base, but that in most cases comes at a more expensive price of such a service. Make sure you're aware of your requirements so that you select a service that offers specifically the functionalities you look for.

How Much Does Iridize Cost?

Iridize’s SMB and enterprise pricing is available by request for a customized plan. The vendor will also offer a free trial for prospective buyers, and a lifetime free plan for teams up to 100 users.

User Satisfaction

We realize that when you make a decision to buy Customer Experience Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Iridize reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Iridize. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.





Technical details

Devices Supported
  • Windows
  • Linux
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Annual Subscription
  • Quote-based
Customer Types
  • Large Enterprises
  • Cloud Hosted
  • On Premise
  • Open API

What Support Does This Vendor Offer?


What are Iridize pricing details?

Iridize’s SMB and enterprise pricing is available by request for a customized plan. The vendor will also offer a free trial for prospective buyers, and a lifetime free plan for teams up to 100 users.

What integrations are available for Iridize?

Iridize has direct integration with Microsoft Dynamics, Salesforce and SharePoint. It also integrates with Zendesk and cloud solutions such as, ERP, HRM, LMS, CRM, help desk, web portals, project management and other SaaS products.

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