What it does
Accounts & opportunities
Every customer, contact and deal in one place, with the full activity trail behind it.
Tasks that chase you
Follow-ups attached to deals and accounts so nothing slips between visits.
Spreadsheet import
Upload any spreadsheet and map the columns once — your existing pipeline lands intact.
Documents on deals
Quotes and proposals stored against the opportunity they belong to, with reusable templates.
In the wild
The copier dealer
Track machine upgrade cycles by account, so every lease ending becomes a live opportunity, not a surprise.
The IT services firm
Manage renewals and project pipeline side by side, with tasks shared across the team.
Moving off spreadsheets
Import the sheet you run the business on today and be working in a real pipeline this afternoon.
Try Pipeline-IQ free for 15 days.
No card needed to look around — and the rest of the Sol-IQ suite is one login away when you want it.