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IQCRM Suite

IQCRM Suite

Overview

What is IQCRM Suite?

Quest Analytics provides a modular suite of CRM tools for banks and credit unions. The IQCRM Suite includes IQLeads, IQProspects, IQCollections, IQService, IQLobby and IQFinancials. Financial institutions can purchase one or more modules to get started with…

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Pricing

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What is IQCRM Suite?

Quest Analytics provides a modular suite of CRM tools for banks and credit unions. The IQCRM Suite includes IQLeads, IQProspects, IQCollections, IQService, IQLobby and IQFinancials. Financial institutions can purchase one or more modules to get started with CRM. IQProspects includes a mobile…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

What is Ebix SmartOffice?

Ebix, headquartered in Johns Creek, offers SmartOffice, the company's practice and agency management solutions for financinal service providers and banking institutions, supporting these agencies with CRM features, supporting client engagement, note logging, financial document and data management,…

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Product Details

What is IQCRM Suite?

Quest Analytics provides a modular suite of CRM tools for banks and credit unions. The IQCRM Suite includes IQLeads, IQProspects, IQCollections, IQService, IQLobby and IQFinancials. Financial institutions can purchase one or more modules to get started with CRM. IQProspects includes a mobile application for remote pipeline management and sales tracking.

IQCRM Suite Competitors

IQCRM Suite Technical Details

Deployment TypesOn-premise
Operating SystemsWindows
Mobile ApplicationApple iOS, Android
Supported CountriesUSA, UK
Supported LanguagesEnglish
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Comparisons

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