
Capture leads, automate follow-ups, and stop missed opportunities from slipping through the cracks. Talk to your CRM. Capture the lead. Follow up faster.
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Good morning. 4 follow-ups need attention before lunch.
Voice note from yesterday → created task: “Call David re: estimate”.
3 proposals have gone quiet. Send a soft nudge today?
Pipeline is up 18% this week. Keep going.
Trusted by contractors, consultants, real estate professionals, and service businesses
Voice commands
Tap the mic and speak naturally. Your AI employee handles the rest.
"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
You're juggling clients across texts, calls, sticky notes, and spreadsheets. The cost adds up fast.
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
A focused toolkit that actually fits the way small businesses run.
Chat in plain English. The assistant creates tasks, updates pipeline stages, and follows up.
Drop a voice note from the field. We turn it into structured actions and notes.
Automated reminders timed around your client's stage and last touchpoint.
Tailored to contractors, real estate, consultants, trucking, and more.
Built for the truck, the job site, the showing — not just the desk.
Limited free Starter plan, plus Professional and Business plans for full access. No surprises.
How it works
Create your account in 60 seconds. Pick your industry — we tailor the assistant for you.
Bring your existing contacts via CSV, or add them by voice as you go.
The assistant suggests tasks, sends reminders, and keeps the pipeline moving.
Pricing
Start with a limited free plan. Upgrade to unlock full CRM and automation.
Loved by operators
"I dropped a voice note from a job site and CLIENTIQ created the follow-up before I got back to my truck. Game changer."
"Finally a CRM that doesn't feel like homework. The daily briefing alone has saved me 2 deals this month."
"Switched from Salesforce. We do more in CLIENTIQ in 5 minutes than we did there in an hour."
FAQ
Yes. The Starter plan is free forever with limited usage — perfect to evaluate the platform. Upgrade to Professional or Business anytime to unlock full functionality.
Plans are monthly. Professional is $19/month and Business is $49/month. Tax is handled for you. Manage everything from your billing portal.
It creates tasks and reminders, updates pipeline stages, summarizes leads, drafts follow-ups, and generates a daily briefing of what needs your attention.
No. Your client data is yours. We use it to power your assistant, never to train external models.
Yes — import via CSV in a few clicks, or add clients by voice and let the assistant structure them for you.
Anytime, from the billing portal. You keep access through the end of your current billing period.
Stop chasing spreadsheets. Let your CRM think for you — starting today.
Limited free plan · No credit card required · Upgrade anytime
By signing up you agree to our Terms, Privacy, and Refund Policy.