CallersIQ Features

SMS Text Messaging

A convenient and direct way to connect instantly with your contacts. Sent and received as a text message, the activity is logged in your contacts’ history

Digital Document Signing

Take contactless to the next level with digital document signing. Customers can sign documents from the comfort of their home.

Email Campaigns

Create and send emails right from the platform.

Website Text Message Widget

Add a Text widget to the bottom of your site and start texting with your customers instantly. All conversations are stored for later reference.

Inventory Management

Inventory is a central part of your sales process. This feature allows you to keep it all organized in one place.

Quotes & Proposals

Send a professional deal proposal to your customers in seconds.

Comprehensive Contact Profiles

Designed to enhance communication with contacts, we go beyond the basics by retrieving social profiles & interests, mapping contact home address, and tracking their purchase history with your company.

Caller ID Module

Designed to give you an edge when speaking with your contacts. When you receive a call from one of your contacts the Caller Identity Module pops up with information about the caller.

• Pop-up links directly to caller's full contact profile.

Automation

Where automation meets you. Streamline your sales process by setting up workflows to automate your contact follow-up strategy.

User Dashboard

All vital information displayed on the dashboard upon login for easy access, visibility, and usability

Deal Management

Designed with simplicity in mind, this drag and drop interface makes managing and tracking your deals easy.

Team Integrated Task Management

Each team member is in charge of their own operations while also having the ability to join forces when desired.

Fully Customizable

Add, delete, rearrange all fields. Tasks, workflows and more, all custom to save you time on data entry so you can focus on selling more.