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
Security and Administration
Governance that scales with your organization
Invite teams, control access, record every change and stay on top of privacy requests, with your data always exportable.
- Users, teams and seat management
- Audit log of who changed what and when
- Privacy, consent and data request tools
- Full CSV export and backup
ReachIQ Security and Administration
Active users
90
Teams
40
Audit coverage
100
Exports
60
Data request completed within 2 days
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 solutionSecurity and Administration
Everything included in security and administration
Users and teams
- Invite users and assign roles
- Organise users into teams
- Seat management per user
- Records owned per user
Security
- Hashed passwords with email reset
- Role-based access per user
- Audit log of every create, update and delete
- Restore deleted leads, contacts and companies
Privacy and consent
- Legal basis tracking for contacts
- Consent text in many languages
- Cookie banner settings
- Data request manager (coming soon)
Data and integrations
- CSV import and export for every object
- Properties and objects you control
- App marketplace with 34 apps (sync rolling out)
- API keys and webhooks (delivery coming soon)
On screen
Fields you will work with
These fields come ready to use. Add your own with custom properties.
UsersTeamsSeatsAudit logPropertiesObjectsAPI keysWebhooksConsentData requests
FAQ
Questions about security and administration
Can I see who changed a record?
Yes. The audit log records who did what, to which record and when.
Do you support GDPR requests?
Privacy and consent includes legal basis settings, consent text and cookie banner settings. You can export or delete individual records to answer requests, and a dedicated data request manager is coming soon.
Can we connect our own systems?
You can create API keys and set up webhooks in Settings today. Live API access and webhook delivery are coming soon. Until then, move data with CSV import and export.
Try ReachIQ with your own data
Start free, then add capacity and controls as you grow.