Know Exactly What To Do Next.
EMG ClientIQ analyzes your clients, opportunities, follow-ups, and revenue so you always know what needs attention, what deals are at risk, which clients need contact, and what action generates the biggest return.
Stop chasing spreadsheets. Stop guessing. Start managing your business with intelligence.
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$8,400 revenue at risk
4 follow-ups due today
2 opportunities ready to close
Potential revenue: $21,700
Built for contractors, consultants, real estate, trucking, janitorial, security, and service businesses
Action over storage
Most CRMs store information. EMG ClientIQ creates action.
Executive Intelligence
Your business at a glance.
Wake up every morning knowing exactly what deserves your attention.
Voice-to-Action
Speak naturally. ClientIQ takes action.
Speak naturally and EMG ClientIQ automatically creates tasks, reminders, notes, and follow-up actions.
"Follow up with all leads from this week."
"Send a proposal to ABC Property Management."
"Show today's priority tasks."
"Text clients due for a touch-up."
The problem
Most CRMs make you do the work.
You shouldn't have to babysit your pipeline.
Deals slip through the cracks because nobody remembered to call back.
Hot prospects go cold while sitting in your inbox or notes app.
Tools built for sales teams of 200 — not for the way you actually work.
Hours wasted typing notes that should write themselves.
Features
Everything you need. Nothing you don't.
Start every day with an executive summary of revenue, risk, and what to act on next.
Know which deals are most likely to close — and which are stalling out.
Spot stalled opportunities and silent proposals before they disappear.
Track client engagement and health — and act before relationships cool.
Automated reminders timed around each client's stage and last touchpoint. Never miss another callback.
Turn spoken notes into structured tasks, reminders, and follow-up actions instantly.
Business-only. A COO-grade strategist on call to answer questions about your pipeline.
Business-only. Automatically resurface clients going cold — with suggested outreach.
Built for contractors, consultants, real estate, trucking, janitorial, security, and service businesses.
Built for the field, not just the office.
Pricing
Simple plans. Real value.
Client limits below refer to real clients. Every plan also includes a Demo Workspace with sample data for exploring the platform.
- Up to 3 real clients
- Basic CRM
- Notes, tasks & reminders
- Demo Workspace included
- Up to 50 real clients
- Unlimited AI assistant
- Unlimited AI briefings
- Unlimited follow-ups
- Opportunity Intelligence
- Revenue Intelligence Dashboard
- Unlimited real clients
- AI Business Advisor
- AI Client Reactivation
- Advanced automation
- Team features
- Enhanced reporting & priority support
Loved by operators
Real teams, real wins.
"The daily briefing alone has saved me 2 deals this month. It tells me exactly which proposals are going cold."
"I dropped a voice note from a job site and ClientIQ created the follow-up before I got back to my truck."
"Switched from Salesforce. ClientIQ tells me where revenue is at risk instead of making me hunt for it."
FAQ
Questions, answered.
Traditional CRMs store information — contacts, notes, opportunities. ClientIQ creates action: it identifies who needs attention, where revenue is at risk, and what to do next.
Yes. The Starter plan is free forever and supports up to 3 real clients. It also includes a Demo Workspace with sample data so you can explore the full platform before upgrading.
A sandboxed sample dataset (clients, deals, briefings, risk signals) so you can experience Revenue Intelligence without entering your own data. Demo data does not count against your real client limit.
Plans are monthly. Professional is $19/month and Business is $49/month. Manage everything from your billing portal — cancel anytime.
Business unlocks the AI Business Advisor, AI Client Reactivation, unlimited real clients, advanced automation, team features, and priority support.
No. Your client data is yours. We use it to power your intelligence center, never to train external models.
Your CRM should think for you.
Stop chasing spreadsheets. Start growing relationships.
Free Starter Plan · No Credit Card Required · Upgrade Anytime
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