Bring everything together
People, households, businesses, tasks, meetings, notes, and client history in one CRM.
MADE FOR FINANCIAL SERVICES
One relationship. Every interaction. One crmIQ.
Bring onboarding, secure digital forms, intelligent CRM, and ongoing client service together. Less re-entering information. More time building relationships.
AI-powered formsSecure client portalConnected client servicingOneSpan eSign + ID verification
THE CONNECTED CLIENT JOURNEY
Your client information, working together.
01Client record in crmIQ✓
02Pre-populated digital form✓
03Secure branded client portal✓
04eSign + identity verification✓
05Approved updates flow back to crmIQ✓
ONE PLATFORM · ONE RECORDOUR CLIENTS
Built alongside firms that serve real clients.
From independent advisors to growing financial-services teams, client relationships are at the centre of the platform.
CLIENT FEEDBACK
What advisors are saying
The voices behind the client relationships and everyday workflows we build for.
“crmIQ adapts to the way we work. It’s been a game-changer.”
“Honestly, I don’t know how we managed without it.”
“Our team’s productivity has taken off and service is more personalized.”
“Less clicking, more advising — it’s exactly that.”
CLIENT EXPERIENCE, END TO END
Client onboarding is only the beginning.
crmIQ connects the entire relationship—from the first form to reviews, renewals, advice, follow-up, and service—without splitting people and data across multiple products.
Make client requests easy
Send an intelligent digital form through a branded portal, already filled with known information.
Keep records up to date
Receive client-submitted changes back into the connected CRM workflow, with review controls.
Stay one step ahead
CIM insights and Q Assistant help surface the next action, review, or follow-up.
NEW • AI-POWERED DIGITAL FORMS
From a form to a completed workflow.
Create digital forms with AI-assisted setup and field mapping. Use existing crmIQ data to pre-populate fields. Invite clients to complete forms through your secure branded portal, then bring submitted updates back into crmIQ.
AI-assisted creation
Generate forms faster, without rebuilding every question by hand.
Intelligent field mapping
Connect form questions with the matching client fields in crmIQ.
Pre-filled client details
Reduce repeat typing with information already held in the client record.
Two-way information flow
Bring client responses and changes back to crmIQ for your team to review and use.
SECURE CLIENT PORTALILLUSTRATIVE WORKFLOW
New client onboarding
Avery MorganPre-filled
avery@example.comPre-filled
Confirm or updateClient action
OneSpan stepNext step
✓ A branded portal for each client. Familiar data, fewer repeated questions.
Workflow illustration only. Available features and deployment scope should be confirmed for your firm.
INTEGRATION + PARTNERSHIP
Introducing crmIQ + OneSpan.
We are bringing OneSpan digital signatures and digital identity verification into the connected crmIQ client journey—so onboarding can move from information collection to verification and signing with less manual handoff.
Digital signatures
Send agreements for electronic signing as part of the client workflow.
Digital ID verification
Incorporate identity verification where required for onboarding and service.
One connected journey
Keep the client experience linked to the relationship and servicing process in crmIQ.
Availability, verification methods, transaction usage and commercial terms depend on implementation. Ask about the rollout.
Discuss the OneSpan integrationCIM INSIGHTS • CLIENT INTELLIGENCE MODEL
Not just a CRM. The intelligence behind the next move.
The crmIQ Client Intelligence Model (CIM) brings context across records, meetings, notes, activity, relationships, and compliance signals to help teams understand what matters next.
Q makes information useful
Ask about your day, create a note or task, prepare for meetings, and uncover outstanding follow-ups.
Insights become action
Surface servicing priorities, meeting preparation, timely reminders, and compliance visibility from CRM activity.
CIM INSIGHTS
Client intelligence at every touchpoint.
A connected view of context, activity and priorities—built for lasting client relationships.
Explore the features →CONNECTED CRM CAPABILITIES
Keep the depth. Lose the silos.
The client intelligence and servicing capabilities existing crmIQ clients rely on—now connected to digital onboarding and forms.
Email sync
Link client correspondence to the relationship record.
Calendar sync
Connect meetings and multiple calendars to clients.
Households
See family relationships and shared activity together.
Compliance calendar
Track review dates, meetings, notes, and client-service deadlines.
Task recognition
Identify potential follow-ups from activity and notes.
Note polishing
Turn rough notes into useful, structured summaries.
Q Assistant
Ask questions, add activity, and prepare for meetings.
Daily brief + meeting prep
Get daily priorities and meeting context in your inbox.
SEE crmIQ IN PRACTICE
A clear view of the entire client relationship.
These are real platform views from existing workflows: households, compliance tracking, daily briefings, and meeting preparation.
Images show existing client-service screens from the platform; screen labels may reflect earlier product branding.
FOCUSED ON FINANCIAL SERVICES
One crmIQ. Built around your practice.
The same connected platform, adapted to how different financial-service professionals build and service client relationships.
Financial advisors
Know every relationship, prepare for reviews, and handle compliant client servicing.
Financial planners
Connect planning conversations, documents, milestones, and follow-up.
Mortgage brokers
Manage client information, document requests, renewals, and lender-facing workflows.
Insurance brokers
Keep policies, reviews, client changes, and servicing activity connected.
Accountants
Collect client information securely, organize records, and simplify recurring engagements.
TRANSPARENT PRICING
Room to start. Built to grow.
Preserving our existing published starting and per-user pricing—now presented under one crmIQ brand.
START WITH THE ESSENTIALS
crmIQ for smaller practices
Free for up to 25 combined People + Companies records. When you grow beyond that, $365 CAD per user per year ($1/day equivalent).
Free to startAsk about getting started
Full-service crmIQ
The existing volume-based full-service pricing, with monthly or annual billing.
Save up to 17% with annual billing
1–3 users
$115
CAD / user / month
Billed annually
Book a demo4–9 users
$105
CAD / user / month
Billed annually
Book a demo10+ users
$95
CAD / user / month
Billed annually
Book a demoPrices in CAD; taxes extra. Existing published full-service tier prices are shown. Digital forms, OneSpan transactions and identity verification may have separate terms or fees—confirm availability and inclusions before purchasing.
CIM INSIGHTS + PRACTICAL ADVICE
Explore Best Practices →Better client service is a daily habit.
Explore practical CRM routines, data quality, client touchpoints, and meeting-note practices—alongside the intelligence built into crmIQ.
crmIQ
Book a demo →More client time. Less administration.
See how crmIQ can connect forms, secure onboarding, client intelligence, and ongoing service for your firm.