Track leads and manage customers with a custom marketing CRM

Tired of dropping the ball and losing customers? Keep in touch with our custom CRM tools.

As your organization grows, communicating with clients and prospects will be a challenge

Our marketing CRM tool empowers your sales team with automated solutions that deliver personalized communication throughout the customer journey.

The best part is it’s all in one easy-to-access central hub, so you can keep a track of everything and every lead in real-time.

Consolidate Your Message Inbox

You'll never have to open your emails, SMS, WhatsApp, and Instagram messages separately again. With Client IQ, we bring all conversations from the same contact into one centralized inbox, so you can view the entire message history in one place. Stay organized and respond faster without jumping between apps.

Automate Your Messaging

Send automated personalized messages to your contacts at every stage of their journey through your sales funnel, ensuring each interaction is tailored to their needs.

Nurture leads with timely emails and text messages, keeping them engaged and guiding them toward conversion. With Client IQ, you’ll never lose a potential customer again—each lead gets the attention they deserve, right when they need it.

Manage Your Sales Pipeline

Tracking where individual customers are in your sales process make it easy for the entire team to stay informed. You can even send automatic emails to clients and alert team members when they need to intervene.

Never Miss a Call with Missed Call Text Back

Did you know that 62% of calls directed to small businesses go unanswered?

That's why Client IQ offers Missed Call Text Back. When you miss an inbound phone call, we automatically send a personalized text message: “Hey, sorry we missed your call. How can we help?” This ensures the conversation keeps going, so you never miss out on a potential sale or opportunity.

Build Loyalty, Trust, and Credibility

Stay connected and strengthen your client relationships.

Personalized Follow-Ups

Stay engaged with your clients after the sale by sending personalized check-ins, offering tips, and celebrating milestones like birthdays and anniversaries. These small touches show that you care and keep your brand top of mind.

Drive Reviews and Build Trust

Encourage satisfied customers to leave reviews with friendly reminders and respond to feedback directly from the CRM. Positive reviews boost your business’s credibility, helping you attract more clients and grow your reputation.

Schedule Meetings Like a Boss

Send your contacts a link to schedule meetings with you. Set your availability schedule and avoid meeting conflicts by integrating with your personal calendar.

Launch a Stunning Website with Ease

Ready to create a beautiful, professional website for your business? With Client IQ, you can choose from a vast collection of pre-designed, fully customizable website templates.

Our templates make it easy to build a website that perfectly reflects your brand. No coding required—just drag, drop, and customize to your heart’s content. Plus, all our designs are optimized for mobile, ensuring your site looks great on any device.

Engage and Convert with a Customizable Chat Widget

Make it easier for customers to reach you with our powerful Chat Widget. Whether you're a small business or a larger organization, the Chat Widget offers real-time support to capture leads, answer inquiries, and provide instant assistance.

Seamlessly integrate it into your website, allowing customers to chat via SMS, email, or even WhatsApp. Automate responses or connect live to ensure no opportunity slips through the cracks.

Mobile Ready

Stay connected and in control, no matter where you are. With our iOS and Android apps, you can take your business on-the-go. Get real-time notifications, continue conversations with customers, manage your sales pipelines, and handle key tasks—all from your mobile device.

Record All Your Business Calls

With our call recording feature, you can review every conversation to ensure nothing falls through the cracks and improve customer interactions.

Easily capture valuable customer insights, resolve issues quickly, and keep your team on point with consistent messaging. Plus, stay compliant and protect your business, all while improving service and sales.

Tap to Pay

Accepting payments has never been simpler. With Client IQ’s Stripe integration, you can securely process transactions directly from your phone. Just enter the transaction amount in the app, ask your customer to tap their credit card, and you're done! It’s fast, convenient, and eliminates the need for extra payment hardware.

10+ Tools And Features To Help Your Business Grow

Manage Customers

Sales Tracking

Revenue Reporting

Centralized Inbox

Automated Messages & Flows

Synced Calendar Bookings

Recorded Phone Calls

Missed Call Text Back

Website & Form Builder

Website Chat Widget

Take control of your business operations with Client IQ. Our all-in-one platform helps you manage customers, automate marketing, and stay connected—all in one place.

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