Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Discover the potential of your business's ideal leads by utilizing Sales Outreach Automation and Prospecting Data tailored for businesses of all sizes. Effortlessly fill your sales pipeline around the clock with automation that ensures no opportunity is missed. Transform engaged audiences on Instagram and Facebook into valuable customers for your courses and services. Deploy an automated sales force that manages sales development and outreach, all while significantly reducing costs compared to traditional human sales representatives. Leave no avenue unexplored, as you track and follow up with leads across leading customer messaging platforms. Utilize structured follow-up sequences for every contact and inquiry to swiftly qualify leads and guide them further along the sales funnel. Customers.ai effectively replaces the need for a large team of inside sales reps and SDRs, doing so at a fraction of the expense. Stay on top of your hot leads with instant notifications that alert you and your team when someone is ready to make a purchase. Engage with qualified prospects directly from your mobile device, no matter where you are, to close more deals and increase your sales! Moreover, this seamless integration allows for a more personalized approach, ensuring that every potential customer feels valued and attended to throughout their buying journey.

Description

IQLeads serves as a user-friendly growth engine for sales and service CRM tailored specifically for banks and credit unions. Focusing on data mining from core banking systems, IQLeads® delivers timely and pertinent leads for sales, service, and retention directly to your team. This system operates with automation, ensuring consistency and effectiveness when paired with our comprehensive training on relationship building in sales and service. By utilizing an advanced data mining engine, it scans both core banking information and various third-party data sources to uncover valuable leads for cross-selling, retention, and customer service. Associates can effortlessly navigate a straightforward three-step method to manage each lead: Research, Interview, and Wrap-up. Research indicates that the initial 180 days of a banking relationship are crucial for success. With IQLeads' automated onboarding process, every step is carried out with impeccable accuracy. Moreover, the essence of effective automated sales and service lead generation lies in the prioritization of leads, ensuring that the most promising opportunities are addressed promptly. Ultimately, by leveraging IQLeads, financial institutions can enhance their outreach and improve customer relationships significantly.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axis LMS Yes 
Easyflow Yes 
Facebook Yes 
Facebook Messenger Yes 
Leadpresso Yes 
WP-Chatbot Yes 
Walletly Yes 
Wufoo Yes 
Zapier Yes 

Integrations

Axis LMS No 
Easyflow No 
Facebook No 
Facebook Messenger No 
Leadpresso No 
WP-Chatbot No 
Walletly No 
Wufoo No 
Zapier No 

Pricing Details

Contact us for pricing
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Customers.ai

Founded

2014

Country

United States

Website

customers.ai/

Vendor Details

Company Name

Quest Analytics

Founded

2001

Country

United States

Website

www.quest-analytics.com/iqleads

Product Features

Chatbot

Call to Action No 
Context and Coherence No 
Human Takeover No 
Inline Media / Videos No 
Machine Learning No 
Natural Language Processing No 
Payment Integration No 
Prediction No 
Ready-made Templates No 
Reporting / Analytics No 
Sentiment Analysis No 
Social Media Integration No 

Lead Capture

Business Card / Badge Scanning No 
Dashboard No 
Data Extraction No 
Lead Distribution No 
Lead Notifications No 
Lead Nurturing No 
Lead Qualification No 
Lead Scoring No 
Online Forms No 

Lead Generation

Contact Discovery No 
Contact Import/Export No 
Lead Capture No 
Lead Database Integration No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Visitor Identification No 

Sales Engagement

CRM Integration No 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management No 
Reporting / Analytics No 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management No 

Product Features

Lead Generation

Contact Discovery No 
Contact Import/Export No 
Lead Capture No 
Lead Database Integration No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Visitor Identification No 

Alternatives

Apollo Reviews

Apollo

Apollo.io
TotalExpert Reviews

TotalExpert

Total Expert