IQLeads

IQLeads

Quest Analytics
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About

IQLeads is an easy to use, sales and service CRM growth engine for banks and credit unions. IQLeads® is all about data mining your core banking data to service up hot and relevant sales, service and retention leads to your associates. It is automated, consistent and effective when combined with our integrated sales and service relationship building training. The data mining engine automatically searches your core banking data and other 3rd party data sources to find relevant cross-sales, retention and servicing leads. IQLeads helps your associates follow a simple 3-step process to work every lead. (Research, Interview and Wrap-up). Statistics show that the first 180 days of a new banking relationship are the important time. The IQLeads automated on-boarding ensures every onboard step is executed with precision. The key to automated sales and service lead generation is lead prioritization.

About

RepCard is field sales software built for door-to-door and outside sales teams in home services. It's a Sales Operating System that replaces the fragmented stack of canvassing apps, recruiting tools, CRMs, and marketing platforms with one system. Teams use RepCard to recruit& onboard reps, manage territories and field activity in real time, track leads through the full pipeline, and run follow-up from the same platform. Core capabilities include rep recruiting and onboarding workflows, field sales management with real-time activity tracking, lead capture and pipeline management, digital business cards with personalized video intros, sales performance analytics and leaderboards, and automated customer follow-up. RepCard serves roofing, solar, pest control, HVAC, and home services companies with field sales teams of 3 to 100+ reps. Built by former D2D sales managers, it's the all-in-one field sales management alternative to running your operation across five disconnected apps.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales and service CRM for banks and credit unions

Audience

Door-to-door and field sales teams in roofing, solar, pest control, fiber, and other home services

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$20/user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Quest Analytics
Founded: 2001
United States
www.quest-analytics.com/iqleads

Company Information

RepCard
Founded: 2019
United States
repcard.com

Alternatives

Alternatives

ExecAtlas

ExecAtlas

Equilar
TotalExpert

TotalExpert

Total Expert
The Field

The Field

Kriit Technologies

Categories

Categories

Integrations

Agolix by Assessment Generator
FieldRoutes
Siro
Zapier

Integrations

Agolix by Assessment Generator
FieldRoutes
Siro
Zapier
Claim IQLeads and update features and information
Claim IQLeads and update features and information
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Claim RepCard and update features and information