CRM for Software Companies

With WorksIQ CRM for Software Companies you can easily manage your sales leads, support enquiries and software bugs all from one unified system. WorksIQ CRM is web-based and has some powerful features to help you boost sales and increase service levels.

Improve Service Levels

With WorksIQ CRM, you can log sales, service and support enquiries automatically from multiple email mailboxes. This ensures that enquiries and requests from your website or email are not overlooked or forgotten. You can easily slice and dice your workloads by priority, status, stage by adding custom tabs to your screens, thereby giving you a one click view of your various support queues. You can send your clients template-based emails straight from the system, thereby ensuring a consistent style of response across all of your team members.

Increase Sales

Hook WorksIQ CRM into your website to discover who’s on your website right now! Our sales alerts can tell you when prospects have returned to your website or logged into your web services, allowing your sales team to zero in on hottest prospects. You can track your marketing campaigns to determine what activities give the best return and if you invest in Google Adwords or SEO then WorksIQ CRM will identify specifically which search keywords are ultimately resulting in sales revenue and which keywords are wasting your money.

A Unified View

From WorksIQ CRM you can consolidate separate systems for sales lead tracking, support issue tracking and bug tracking all into one unified view of your customer. By doing so, you are more likely to spot issues and bugs that may be preventing renewals or opportunities to sell additional licences. As a software company ourselves we use WorksIQ CRM on a day-to-day basis to manage our own bug lists and development schedules so we can easily identify what went into specific releases and ensure that customer issues and feedback is fed directly into the plan.

Handle Multiple Clients and Databases

WorksIQ is a fully multi-tenant, brandable system. If you have bespoke products for different clients and wish to keep all the data and configuration separate for each client then you can do so easily. Your team members can instantly switch between client systems without needing separate logins and passwords.


“I have found WorksIQ to be invaluable to us on a daily basis. It has some fantastic features and increased our sales opportunities, keeping us up to date with our clients activities straight away. The technical support has been excellent.”
Chris Fuller, Director, Virtual Coach – Online sales training system

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