Your Smart CRM Platform

CallersIQ goes beyond the traditional CRM - we aim to help you sell more.

  • Insights that help you connect best with your customers
  • Assist in sales success
  • Customized for your business
  • Simplified deal & task management
VS.

Traditional CRM

Created to organize sales operations, not assist in making sales.

Aim to support every industry and can be complicated to use as a result of over-engineering. Required fields often disrupt the entry process.

Manual data entry and administrative duties in alternative CRM systems consume more than 20% of a salesperson's time

VS.

Smart CRM

Organize sales operations while assisting in the sales process.

Simplified and tailored to the industry. No required fields here.

Automatic data entry frees up time to focus on other sales efforts. Supplemented with information pulled from various public sources, the result is a conveniently robust contact profile.

CallersIQ is Tailored to YOUR business

Everything you need, nothing you don’t. Maximize efficiency with CallersIQ.

Custom Fields

Industry Specific

Simplified Usability

Comprehensive Contact Profiles

Designed to enhance communication with contacts, we go beyond the basics by retrieving social profiles & interests, mapping contact home address, and tracking their purchase history with your company.

User Dashboard

All vital information displayed on the dashboard upon login for easy access, visibility, and usability

Caller Identity Module

Designed to give you an edge when speaking with your contacts. When you receive a call from one of your contacts the Caller Identity Module pops up with information about the caller.

Pop-up links directly to caller's full contact profile.

Team Integrated Task Management

Each team member is in charge of their own operations while also having the ability to join forces when desired.

Deal Management

Designed with simplicity in mind, this drag and drop interface makes managing and tracking your deals easy.

Automated Workflows

Where automation meets you. Streamline your sales process by setting up workflows to automate your contact follow-up strategy.

Inventory Management

Inventory is a central part of your sales process. This feature allows you to keep it all organized in one place.

SMS Text Messaging

A convenient and direct way to connect instantly with your contacts. Sent and received as a text message, the activity is logged in your contacts’ history.

Call Tracking

Phone call conversations are transcribed and logged in the contact history so you can review at your discretion.

Human when it matters

Communicate directly with your contacts via phone or email right out of the dashboard. Refer to their profile to best connect with them.

Automated where it counts

Custom fields pull public information about your contacts and log actions so you don’t have to. Data entry is largely automated as well, allowing for time saved to be redirected.

Average sales close ratio

325%

Increase

Account holders in

35

Countries

Account Options

Contacts

Contacts and customers imported in real time.

Users

Members of your team with user access

Life Cycles

Visualize your sales pipeline.

Tasks & Deals

Assign tasks and record all actions and deals.

Social Profile Retrieval

Insights on interests and public information

Maps

Locate contact address

Workflows

Automated follow-up tasks and reminders.

Custom Fields

35 fields available

Inbound Caller Identity

Open customer profile on inbound calls.

Website Contact Parsing

Pull contact information directly from web interactions.

Inventory Management

Manage inventory alongside sales operations.

SMS Text

Text message contacts right out of CallersIQ.

Call Tracking - COMING SOON


Email Marketing - COMING SOON

FREE

1,000

1

PRESET

YES

30 DAY TRIAL

30 DAY TRIAL

NO

NO

NO

NO

NO

ADD-ON

ADD-ON

NO

ACTIVE

5,000

4

CUSTOM

YES

YES

YES

YES

YES

NO

NO

NO

ADD-ON

ADD-ON

NO

PROACTIVE

20,000

10

CUSTOM

YES

YES

YES

YES

YES

YES

YES

YES

ADD-ON

ADD-ON

YES

Account Options

FREE

ACTIVE

PROACTIVE

Contacts

Contacts and customers imported in real time.

1,000

5,000

20,000

Users

Members of your team with user access

1

4

10

Life Cycles

Visualize your sales pipeline.

PRESET

CUSTOM

CUSTOM

Tasks & Deals

Assign tasks and record all actions and deals.

YES

YES

YES

Social Profile Retrieval

Insights on interests and public information

30 DAY TRIAL

YES

YES

Maps

Locate contact address

30 DAY TRIAL

YES

YES

Workflows

Automated follow-up tasks and reminders.

NO

YES

YES

Custom Fields

35 fields available

NO

YES

YES

Inbound Caller Identity

Open customer profile on inbound calls.

NO

NO

YES

Website Contact Parsing

Pull Contact information directly from web interactions.

NO

NO

YES

Inventory Management

Manage inventory alongside sales operations.

NO

NO

YES

SMS Text

Text message contacts right out of CallersIQ.

ADD-ON

ADD-ON

ADD-ON

Call Tracking

COMING SOON

ADD-ON

ADD-ON

ADD-ON

Email Marketing

COMING SOON

NO

NO

YES

Take charge of your entire sales
process with CallersIQ

It’s all here. Start connecting with your customers now for free and upgrade as you need.