GoIQ CRM

GoIQ was thoughtfully priced with the business owner in mind, ensuring it remains accessible and affordable for everyone. Whether you’re in the service industry, a retailer, running a restaurant, or anything in between, we’ve got all your CRM needs covered. GoIQ is designed with your business in mind—offering affordable and accessible CRM solutions for every industry.

Features

Users Included Unlimited Users
Contacts Up to 50,000 Contacts

Manage and organize all interactions with current and potential customers. View entire pipeline, set reminders and track progress in real time.

Send a customized text message to every missed call your business receives. Start conversations before your customers contact another company.

Automate SMS, MMS, Email, and Ringless Voicemail Messaging – create automated messaging campaigns and follow-up sequences to send to clients and leads.

Send and receive text messages directly from the platform. Communicate w/leads and customers in a way that is convenient and effective. Also, send automated follow-up sequences to keep leads engaged and move them through the sales process.

Send email campaigns to leads and / or customers. Track performance of your emails and see who opens them and clicks on links. See which are bouncing and marked as SPAM which will improve engagement rates.

Send instant update notifications to your clients as projects updates or tasks are completed.

Full featured mobile app to view all your data and interaction with leads. This allows you to communicate with your leads and customers on all devices.

Built-in calendar allows clients and leads to book appointments with you through your website or social media profiles. Set up automatic reminders to ensure appointments are not missed.

Communicate with leads and clients through a chat button on Google Search or your website, all from the GoIQ platform.

View and respond to Social messages within the GoIQ platform.

Summary and detailed views of campaign progress, opportunity statuses, tasks progress and so much more!

Leverage a variety of proven content templates to accelerate your go-to-market messaging.

Communicate the same message to large groups of recipients simultaneously, such as promotion updates, or specific client groups.

Automate routine marketing tasks such as marketing campaign series, campaign responses and social media posts across multiple channels.

Automate the process of getting reviews from your current customers. You can send requests for reviews, reminders and have them leave on your Google My Business, Yelp or Facebook Profiles.

Assign Tasks to your team members and track in real-time. Make sure nothing falls through the cracks.

Organize, schedule, and manage your social media content so you can plan and maintain consistency across multiple platforms.

Leverage template to automate proposal, estimate, and invoice creation. GoIQ integrates with QuickBooks and Stripe so you can collect payments on websites, funnels, and even when someone books an appointment.

Allow your clients to pay using text messaging.

Create high-converting landing pages or a series of web page funnels for your marketing campaigns to guide website visitors through your buying journey. Drag and drop allows for customization of every element including layouts, colors, fonts and images.

Create custom surveys to solicit feedback on what your customers like and what they want more or less of.

A customizable way to organize and manage contact lists. If you have a contact list for a campaign, your Smart List will automatically update to include new contacts that meet a specific criteria, allowing for real-time automated updates to your contact lists.

Comparable to Facebook Groups, where members can post updates, share information, and participate in group activities. Keep specific member groups informed about updates and changes.

  • Three 1-hour onboarding calls
  • Guided walkthrough of CRM basics
  • Personalized account configuration
  • Calendar integration
  • Quickbooks integration
  • Facebook & Google Business Profile integration
  • Training resources and recorded sessions
Monthly Fee $399*
Per Month

*Usage charges for SMS, MMS, and Email sends often use data and may be charged separately.

Automation Package Add Ons

Each package is a curated set of pre-built workflows that have GoIQ working for you around the clock — no manual setup required after configuration. Contact us for pricing.

Make the right first impression every time. This package automates your lead welcome messages via email and SMS, follows up after content downloads, re-engages cold leads over time, sends an instant response to every missed call, requests reviews after completed services, and automatically creates a follow-up task for every voicemail — so no lead ever falls through the cracks.

Turn inquiries into booked appointments automatically. This package nurtures content-download leads toward booking, converts SMS keyword inquiries directly into appointments, sends confirmation messages with calendar links, delivers 24-hour and 1-hour reminders, re-engages no-shows with instant reschedule prompts, and captures reviews with a personalized thank-you.

Keep your sales team focused on the right leads at the right time. This package distributes new leads fairly across your team, alerts reps to high-priority leads, notifies them as opportunities move through the pipeline, triggers seamless client onboarding the moment a deal is won, re-engages lost deals with a win-back drip, and standardizes follow-ups based on call outcomes.

Built for online stores that want to sell more and retain more. This package welcomes new leads with personalized messages, recovers abandoned carts through email, SMS, and incentives, increases customer lifetime value with post-purchase offers, retains subscribers automatically when payments fail, rewards VIP customers with early access, and captures product reviews with a personalized thank-you.

Speed up your sales cycle from proposal to payment. This package sends proposal follow-ups at 1, 3, and 7 days, chases unsigned documents with escalating reminders, sends invoice reminders at 3, 7, and 10 days, notifies your team the instant a document is signed, triggers full client onboarding upon deal close or payment, and sends lost deals into a win-back campaign automatically.

Stop leaving dormant leads on the table. This package places cold leads into a long-term low-frequency nurture, runs a multi-touch win-back sequence for contacts inactive 90–180 days, sends birthday messages with optional offers, re-engages inactive users, and automatically sunsets unresponsive contacts to keep your list healthy and your outreach effective.

End-to-end automation purpose-built for service businesses. From the moment a new lead comes in, this package sends an instant welcome, auto-creates pipeline opportunities from qualified forms, confirms bookings with calendar links, assigns leads round-robin across your team, sends 24-hour and 1-hour appointment reminders, follows up with a thank-you and review request after each appointment, re-engages no-shows, triggers invoice reminders, and fires off fulfillment tasks the moment payment is received.

Optional Add Ons

A learning center of tutorials for your clients and member groups. A centralized place that combines various educational resources, allowing members to connect, engage, and enhance their knowledge on your product or process offerings.


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