CRM should surface what matters next.
crmiQ is building purposeful CRM platforms and client intelligence that help teams move beyond stored data — so notes, meetings, tasks, relationships, and compliance activity can turn into practical next steps.
The intelligence layer on CRM.
CRM gives the relationship structure. CIM helps teams understand what matters next. It reads across client records, notes, meetings, tasks, workflows, and compliance data to help surface smarter follow-up, better preparation, and clearer client service priorities.
Q surfaces what matters
Ask for your day, add a note, create a task, close a task, book meetings, or get directions to your next meeting.
CRM becomes intelligence
Client activity turns into meeting prep, task recommendations, daily briefs, and compliance visibility.
A real CRM. Free until your practice is ready to grow. Then $1/day.
crmIQ Essentials gives smaller practices the foundation they need: people, companies, households, relationships, notes, to-dos, ownership, and record history — without unnecessary complexity.
Built for financial advisors who need more than a static CRM.
advisorIQ brings CRM, CIM, Q Assistant, calendar sync, email sync, compliance visibility, daily briefs, meeting prep, householding, and family trees into one advisor-focused workflow.
Client snapshot, timeline, open activities, and Q-surfaced actions in one workspace.
What client intelligence looks like in practice
A quick look at how crmIQ turns everyday CRM activity into practical intelligence — without making visitors wade through every advisor-specific detail.
Email sync
Connect mailbox activity to client records and surface items that may need attention.
Calendar sync
Sync multiple calendars and connect meetings back to the right client or household.
Householding
See family relationships, household activity, and member to-dos together.
Compliance calendar
Stay aware of meetings that need notes and files that need attention.
Task recognition
Q can identify potential to-dos from notes and meeting activity.
Note polishing
Turn rough meeting notes into cleaner, advisor-ready summaries.
Text advisorIQ
Ask for your day, add notes, create or close tasks, book meetings, and get directions.
Daily brief + prep
Get your day, BOB health, meetings, tasks, and meeting prep delivered to your inbox.
See advisorIQ in action
See how advisorIQ brings client records, household context, compliance visibility, daily briefings, and meeting prep into the advisor workflow.
Household context, family relationships, and open to-dos across members.
A clear calendar view to keep advisors aware of meetings that need notes.
Your day, BOB health, tasks, and meeting context delivered automatically.
Meeting prep can be emailed on demand and included in the daily brief.
Built with real advisory practices in mind.
advisorIQ and crmIQ are shaped around the practical workflows teams use every day — relationships, meetings, notes, tasks, compliance, and client service.
Product platforms
Get started with a CRM designed for your industry. Each product is shaped around specific terminology, records, and client-service routines.
Client intelligence, Q Assistant, householding, compliance visibility, daily briefs, and advisor-first workflows.
Financial AdvisorsA simple, complete CRM for smaller practices: people, households, companies, notes, to-dos, and relationships.
Mortgage Brokers
Pipeline stages, documents, and follow-ups built around mortgage file progression.
Insurance Brokers
Renewals, policy servicing, claims touchpoints, and client retention workflows.
Real Estate
Lead-to-listing-to-close workflows, showing follow-ups, and referral systems that stick.
Consulting
Engagement tracking, project pipelines, deliverables, and repeatable client onboarding.
Law Firms
Matters, intake, deadlines, and client communications organized without clutter.
CRM is not dead. Passive CRM is.
The future is not another place to store client data. It is a smarter workflow that helps teams understand what matters next.