Solutions

Solutions for every company size and every revenue team

Choose your company size or team to see the challenges ReachIQ solves and how.

Sales teams · Close more, chase less

Spend your time selling, not searching for information

One pipeline, every conversation logged, and the next step always clear.

The challenge

Deals are scattered across tools

With ReachIQ

One pipeline board with every stage and close date

The challenge

Follow-ups are forgotten

With ReachIQ

Tasks with due dates and overdue alerts

The challenge

No context before a call

With ReachIQ

Calls, meetings and notes on every account

1

pipeline for the whole team

Recommended plan

Starter or Professional

  • Pipeline board and list views
  • Call and meeting logging
  • Mobile-friendly for reps on the road

Products used

A typical week

How sales teams run on ReachIQ

Monday

Plan the week from Upcoming tasks

Tuesday

Call the Hot leads tab and log outcomes

Wednesday

Run meetings and record next steps

Thursday

Update amounts and close dates on deals

Friday

Review deals closing in the next seven days

Reports

Reports this team relies on

Ready-made in ReachIQ, with custom reports when you need more.

  • Pipeline value by stage
  • Calls by outcome
  • Call minutes by owner
  • Open pipeline by owner
Setup checklist

Up and running in five steps

  1. 1

    Import your accounts and contacts

  2. 2

    Create deals for open opportunities

  3. 3

    Turn on overdue alerts

  4. 4

    Set up My deals and Hot leads tabs

  5. 5

    Log calls from the top bar

FAQ

Questions from sales teams

Can reps log calls quickly?
Yes. The calling menu in the top bar shows recent calls and a Log a call button.
How do reps know what to do next?
Upcoming tasks, overdue alerts and the record summary on every deal point to the next step.
Which plan do you recommend?
For sales teams we usually recommend Starter or Professional. You can start on Free and upgrade at any time.
How quickly can we get started?
Most teams import their data and start working within a day. We can help with setup and training.

See how companies like yours run on ReachIQ

Book a walkthrough built around your team and process.