Products
One platform for the entire B2B revenue cycle
Six connected modules that share one customer record, from first lead to renewal.
Lead ManagementAccounts and ContactsPipeline and DealsActivities and Follow-upsReports and ForecastingSecurity and Administration
Lead Management
Capture, qualify and assign every lead before it goes cold
Bring inbound and outbound leads into one table, give each one a status and score, and assign it to the right rep straight away.
- Import thousands of leads from CSV in minutes
- Status, source, score and owner on every lead
- Saved views for territories, segments and campaigns
- Duplicate detection and one-click merge
ReachIQ Lead Management
New
64
Contacted
48
Qualified
31
Unqualified
12
128 leads assigned to the EMEA team
Right-sized
The same product, configured for your scale
Small business
Live in a day with CSV import. No consultants or setup fees. Simple pipeline the whole team understands.
See the solutionMid-market
Team-level dashboards and forecasts. Lead scores and owner assignment. Custom properties for your process.
See the solutionEnterprise
Audit log and privacy controls. Teams, seats and roles. Data export, and account deletion on request.
See the solutionLead Management
Everything included in lead management
Capture
- Add leads by hand or with the Create button
- Import CSV files with automatic column matching
- Record the source and a lead score
- Assign an owner on creation
Qualify
- Lead status: New, Contacted, Qualified, Unqualified
- Score from 0 to 100 shown as a bar
- Filters for owner, created date, last activity and status
- Saved tabs such as My leads, Hot leads and New leads
Work the list
- Bulk assign, edit, delete and create tasks
- Export selected leads as CSV
- Sort by created date, newest or oldest first
- Pagination with a choice of rows per page
Convert
- Convert a lead to a contact and a deal
- Add contacts at the lead company
- Keep the full activity timeline after conversion
- Find and merge duplicate leads
On screen
Fields you will work with
These fields come ready to use. Add your own with custom properties.
Full nameJob titleCompany nameEmailPhone numberLead statusSourceScoreLead ownerCreated dateLast activity date
FAQ
Questions about lead management
Can I import my existing lead list?
Yes. Upload a CSV and ReachIQ matches columns such as name, email, phone and company to lead fields automatically.
How is the lead score shown?
Every lead carries a score from 0 to 100, shown as a bar in the list so the hottest leads stand out.
What happens when a lead is ready to buy?
Use Convert to contact and deal. The lead history comes with it, so nothing is lost.
Try ReachIQ with your own data
Start free, then add capacity and controls as you grow.