Every surface your team works on, in one platform.

An AI assistant that learns your business.

Iris answers questions about your CRM in plain English — find stale contacts, summarize threads, draft templates, create tasks, run campaigns. She works in a panel beside whatever view you're on, with full context of the record. Tell her about your business once, or let her auto-learn from your sent emails and won deals; voice, vocabulary, ICP, products, signoffs all carry into every draft.

• Iris Brain — long-term memory, with approval over what gets stored
• Rewrite anywhere — eleven actions (polish, shorten, expand, change tone, fix grammar, translate EN/ES) on any input field
• Context-aware — Iris reads the record you're on before answering

A kanban that fits your industry.

Real Estate calls them Listings. SaaS calls them Deals. Construction calls them Jobs. Pick your industry on signup and PipelineIQ adapts the terminology, dropdowns, and sample stages — every label across the product reads native to your team. Drag-and-drop kanban, weighted forecasts, won/lost reasons, and an auto-generated post-mortem on every closed deal.

• Industry-aware presets across Real Estate, SaaS, Construction, Manufacturing, Professional Services
• Health scoring 0–100 on every contact and open deal
• Stage automation, per-rep filters, weighted forecasts
• Auto deal post-mortem when a deal closes — what worked, what didn't, one lesson

Multi-step automation that runs without you.

Welcome series for new contacts. Re-engagement for stale leads. Multi-step sequences with merge variables, branch logic, and per-tenant editing. Set the rules, fire the audience, and the system handles every send while your team focuses on the calls. Bulk audiences fire on filter — by tag, status, last-contact date, or anything else.

• Multi-step sequences with merge variables and opt-out handling
• Mass email campaigns to a thousand contacts in one click
• Per-recipient tracking, deliverability monitoring

Calls land on the contact, not the desk.

Quo (OpenPhone) and Twilio integrations. Incoming calls trigger an instant screen pop with the contact's full history. Recordings, AI summaries, transcripts, and dispositions log to the timeline automatically. Per-agent line assignment so each rep gets their own number — and voice capture on mobile lets a rep recap a meeting before they leave the room.

• Quo + Twilio, with per-agent line assignment
• Screen pop, recording, transcript, AI summary on every call
• Voice capture — tap mic, recap meeting, Iris creates the contact and follow-up

One calendar for the whole pipeline.

Tasks, meetings, and Google Meet invites in a single team calendar. Schedule a meeting and the Meet link auto-creates and lands on the contact's timeline. Filter by rep, zoom into your own day, or see the team's full load at a glance. Tasks sync to the rep's phone so the work travels with them.

• Month, week, and list views
• Auto-created Google Meet links on every meeting
• Mobile task sync

Close the deal where the deal lives.

Build a branded quote from a deal. Convert to invoice when it's accepted. Customers click "Pay Now" directly from the invoice email and pay online. Vendor PO support with payment proof attachments — wire screenshots, ACH confirmations, all on the record.

• Branded quotes that convert to invoices in one click
• Online payment collection
• Vendor PO workflow with payment proof attachments

Smart contacts, unified timelines.

Click-to-email, click-to-dial, voice capture. Unified profiles with a full timeline. AI deduplication finds contacts that look the same across email, phone, and name. Import from CSV, Excel, or JSON in minutes. The inbox lives next to the pipeline — drafts, summaries, three-bullet thread digests, and a Brief Me action that preps you for any meeting in seconds.

• AI dedupe across email, phone, and name
• CSV / Excel / JSON import
• Thread summarize, Brief Me, draft & improve in the composer
• Document tracking — links, not attachments, with download analytics

Admin dashboards, role-based access, daily digest.

An admin dashboard with per-rep email stats, open rates, recent activity, and health-score rankings. Role-based access — agents see their own leads, admins see everything. @mention teammates in notes and chat. Each rep gets a personalized 8 AM digest — today's tasks, stale follow-ups, deals at risk, unanswered threads — so the CRM is the first check of the day.

• Daily morning digest, per rep
• Real-time in-app alerts and browser push notifications
• Bulk operations — mass email, batch import, bulk tag, smart dedupe, CSV export

Turn closed deals into 5-star reviews — automatically.

The fastest growth channel for service businesses is reviews, and the hardest part is asking. PipelineIQ asks for you. The moment a deal is marked won (or an invoice is marked paid), the system queues a review request to the customer — branded email, optional SMS, sent on your delay. The customer lands on a single page that offers Google, Yelp, and Facebook alongside a private-feedback option. You see every click, every rating, every captured review in one log.

• Auto-fire on deal-won or invoice-paid (or send manually from any contact)
• One landing page, three public platforms — Google / Yelp / Facebook — plus private feedback that emails you directly
• Compliant by default: never gates public review behind a rating filter (FTC and Google policy)
• Per-business-unit branding, sender, delay, and channel — every brand in your portfolio asks the right way
• Iris drafts the email + SMS in your voice; merge tags for first name, business name, deal name, and the unique review link