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AIAI for Sales · multi-tenant CRM SaaS

Manage leads, accounts and deals — intelligently.

CRMIQ is a multi-tenant, AI-powered CRM that unifies your leads, opportunities and accounts — surfacing the next best action so your team closes more deals, faster.

100%
Activity capture
AI-driven
Lead scoring
Multi-tenant
Secure isolation
Real-time
Pipeline & forecast
CRMIQ — AI-powered CRM for modern sales teams
CRMIQ opportunity pipeline

Problem & Solution

Sales teams lose more deals to their own tools than to competitors. Here's what slows your pipeline down today — and how CRMIQ replaces each pain point with a smarter default.

Problem

Scattered lead data

Lead info lives in spreadsheets, inboxes and sticky notes — never in one place.

Solution

One source of truth

A unified workspace for leads, accounts, contacts and opportunities.

Problem

Manual logging

Reps spend more time updating the CRM than actually selling.

Solution

Automated capture

Email and calendar sync logs every interaction against the right record automatically.

Problem

No pipeline visibility

Deal health, forecast accuracy and rep performance go unmeasured week to week.

Solution

Real-time dashboards

Live pipeline coverage, forecast and team performance — always up to date.

Problem

Stale contacts

Accounts go cold because nobody tracks when they were last touched.

Solution

AI next best action

Smart prompts surface the right deal to follow up — at the right time.

Problem

Disconnected tools

Sales lives in email, marketing in another tool, customer success in a third.

Solution

Workflow automation

Rules-based handoffs, assignment and triggers tie the stack together.

Key features

Everything you need to run your sales motion

Built end-to-end for B2B sales teams — from lead capture through pipeline, activity, forecasting and reporting.

AI-powered lead scoring

Score and prioritise leads automatically using behavioural signals plus LLM analysis of conversations, emails and form responses.

Opportunity pipeline

Visual kanban pipeline across custom stages with weighted forecast, deal aging, win/loss tracking and slip alerts.

Account & contact 360

Every email, call, meeting, deal, document and note linked to the right account and contact in a single timeline view.

Dashboards & reports

Real-time dashboards for pipeline coverage, conversion, activity volume, forecast accuracy and rep leaderboards.

Workflow automation

Rules-based follow-ups, task assignment and stage triggers — set them up in minutes, no code required.

Email & activity capture

Native Gmail and Outlook sync logs every email, meeting and call against the right record — no more 'update the CRM' reminders.

How it works

From scattered leads to closed deals in four steps

CRMIQ takes you from disconnected lead data to a fully instrumented sales motion — securely, in real time, and forecast-ready.

01
CRMIQ login screen

Authenticate & connect

Log in to your tenant space and securely link your Google or Outlook account.

02
CRMIQ leads import

Import your contacts

Sync existing leads, accounts and contacts from your tools or upload a CSV.

03
CRMIQ pipeline configuration

Configure your pipeline

Set up stages, custom fields and assignment rules to match your sales process.

04
CRMIQ dashboard with pipeline stats

Track in real time

Watch pipeline movement, activity volume and forecast accuracy live.

Benefits

Why sales teams choose CRMIQ

More deals won, shorter cycles, cleaner data — at scale.

More deals won per rep

AI prioritisation and automated follow-ups let reps spend their time on the deals most likely to close.

Shorter sales cycles

Next-best-action prompts and instant activity capture remove the lag between intent and action.

Higher forecast accuracy

Weighted pipeline, deal aging and slip alerts give leadership a forecast they can actually rely on.

Cleaner data, faster onboarding

Automatic enrichment, dedupe and activity capture mean new reps inherit a CRM that's actually up to date.

Secure by default

Tenant isolation, encryption at rest and immutable audit logs are built in — not bolted on.

No infra to maintain

Fully managed SaaS — no servers, no model hosting, no integration pipelines for you to operate.

Frequently Asked Questions

Everything you need to know about CRMIQ — from setup and integration to security and pricing.

Leads, contacts, accounts, opportunities, activities, notes, tasks and documents — with custom fields on every object. Built for B2B sales motions from SMB to enterprise.

Native Gmail / Outlook and Google / Outlook Calendar sync. Emails, meetings and calls log automatically against the right contact and deal — reps don't have to do a thing.

Per-seat licensing with optional AI credits for advanced features like lead scoring, next-best-action and conversation analysis. Real-time credit balance is visible in the portal with low-credit alerts.

Yes. CRMIQ is multi-tenant by architecture — each company has its own isolated tenant space with encrypted storage. Logs are immutable per tenant for audit and compliance.

Failures are flagged in the imports collection with the rejection reason. You can fix and retry failed rows from the portal — retries update stats accurately and don't double-count records.

Yes — pipeline stages, lead statuses, deal types and custom fields are all configurable per tenant. You can run multiple pipelines for different sales motions side by side.

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