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
Accounts and Contacts
See the whole buying committee, not just one contact
Every account brings together its people, deals, calls, meetings and notes, so B2B relationships stay intact as teams change.
- Contacts linked to their company and role
- One timeline of notes, calls, meetings and tasks
- Industry, size, revenue and region on every account
- Custom properties for the fields your business needs
ReachIQ Accounts and Contacts
Complete profiles
84
With an owner
92
Linked to an account
78
Duplicates
4
3 new stakeholders added to an account
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 solutionAccounts and Contacts
Everything included in accounts and contacts
Contacts
- Name, title, email, phone and preferred channel
- Lead status and contact owner
- Newsletter, unsubscribed and customer tabs
- Legal basis for processing when privacy settings are on
Companies
- Industry, employees, annual revenue and city
- Company owner and last activity date
- Website and phone on every account
- Contacts and deals listed on the company page
Record page
- Key information panel you can edit in place
- Overview tab with an automatic record summary
- Ask a question about the record
- Recent inbound and outbound interactions
Associations
- Companies, contacts and deals linked together
- Tickets and payments on every record
- Documents attached to deals
- Create a contact or deal without leaving the page
On screen
Fields you will work with
These fields come ready to use. Add your own with custom properties.
Contact ownerLead statusPreferred channelIndustryEmployeesAnnual revenueCityWebsitePhone numberPrimary company
FAQ
Questions about accounts and contacts
Can one contact belong to a company with many deals?
Yes. Contacts link to their company, and every deal at that company shows on the account page.
Can I add my own fields?
Yes. Create custom properties in Settings, grouped the way your team thinks about customers.
How do I clean up duplicates?
Open Manage duplicates from the actions menu, review likely matches and merge them.
Try ReachIQ with your own data
Start free, then add capacity and controls as you grow.