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MaxIQ is a customer journey management software designed for B2B SaaS companies. It serves sales leaders, customer success managers, and revenue operations teams by aligning their workflows through a centralized, AI-driven platform. MaxIQ combines predictive insights with real-time data, aiming to improve customer engagement, forecast accuracy, and team collaboration. Key benefits include unified visibility into customer accounts, automation of revenue processes, and faster decision-making.
What are the main features of MaxIQ?
AI-powered sales forecasting
MaxIQ uses machine learning models to provide accurate sales forecasts at both the deal and account level. Forecasts are generated by analyzing historical data, customer behavior, and team interactions, allowing sales managers to:
Identify risks in the pipeline earlier
Focus resources on high-value opportunities
Increase forecast confidence and reduce manual reporting
360° customer account views
The platform delivers a unified view of every account by aggregating data from CRM, product usage, support tickets, and customer interactions. This enables teams to:
Understand account health in real time
Detect churn signals and upsell opportunities
Coordinate actions across departments using the same insights
Collaborative workspaces
MaxIQ introduces shared workspaces for cross-functional teams, centralizing communication and planning. These workspaces help revenue teams:
Align on customer strategies and goals
Assign responsibilities and track progress on shared accounts
Reduce duplication of efforts and improve accountability
Real-time dashboards and reporting
Users can access customizable dashboards that visualize revenue, product adoption, and customer engagement trends. The reporting capabilities support:
Fast access to KPIs across all teams
Trend analysis by customer segment or product line
Benchmarking performance against historical data
Why choose MaxIQ?
Improved forecast accuracy through AI models trained on real sales and engagement data
Faster customer onboarding and success tracking with unified visibility across touchpoints
Increased alignment across revenue teams using shared tools and metrics
Proactive customer management enabled by early signals from product usage and interactions
Data-driven decision-making from real-time reporting and predictive analytics
Customer relationship management software offering a turnkey solution for customer tracking and analysis.
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Salesforce Starter is an essential customer relationship management (CRM) solution, particularly suited to small and medium-sized businesses looking to boost their customer follow-up. Featuring advanced analytics, contact management, sales opportunity tracking and an intuitive dashboard, it helps companies personalize their customer approach and optimize their sales strategies.
A CRM and billing tool that centralizes lead management, sales and customer relations, with easy integration into digital marketing tools.
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Suite CRM Sellsy is customer relationship management software that lets you efficiently manage your customer database, prospects and sales. With its intuitive, comprehensive interface, you can automate your sales cycle, from prospecting to invoicing and customer follow-up.
Streamline customer interactions with a cloud-based CRM. Automate sales, marketing, and support processes with ease.
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Manage leads, contacts, and deals in one place. Access real-time data and analytics to make informed decisions. Collaborate with team members to improve customer engagement.