BusinessIQ
Operational Platform for Service Businesses
Every lead. Every project. Every client. One platform.
BusinessIQ is a purpose-built operational platform for agencies, professional services firms, and growing service businesses. It manages the full journey from first lead to completed delivery in one place, so your team stops working across disconnected tools and starts working from a single source of truth.
Lead Management
Capture and qualify leads with built-in scoring. Track every opportunity from first contact through to won deal without losing anything between steps.
Deal Pipeline
Visual deal tracking with weighted forecasting. Know where every opportunity stands and what your pipeline is actually worth at any point in time.
Project Tracking
Convert won deals into active projects. Track tasks, time entries, and delivery status against scope and budget in one view.
Client Portal
Give clients a dedicated space to view project progress, submit requests, and access deliverables. Fewer status emails. More time doing the work.
Service Catalogue
Define your services with pricing, delivery checklists, and workflow steps. Every engagement starts from a consistent foundation.
Renewals and Contract Tracking
Automated renewal reminders and contract oversight so nothing lapses without visibility. SLA monitoring included.
Knowledge Base
Internal documentation, onboarding resources, and team training materials in one place. Searchable and structured.
Forecasting and Reporting
Revenue forecasts, profitability analysis, and KPI dashboards built around how your business actually operates.
