Data Steward
Finds duplicates, stale fields, missing account links and consent conflicts, then queues exact before-and-after fixes.
Reads contacts, companies, deals and provenance.
Sell · AI-First CRM
AI CRM that runs itself — and shows its work.
Four specialist AI agents enrich your data, find new business, fight churn and forecast — while a Trust Dial keeps you in control. Every AI move cites its source, and you approve or dismiss from one queue.
4 AI agentsTrust Dial autonomySourced & reversibleBuild it by describing it
+38% forecast accuracy
0 manual data entry
Live
Revenue system
One CRM brain, four specialist agents.
4AI agents working the book
1approve queue for every proposal
100%sourced, journaled and reversible
3trust levels from Manual to Autopilot
Agent command layer
Four agents. One control system.
Each agent owns one revenue job, but the Trust Dial and Approve Queue govern all of them. They research, clean, score and forecast in the background; you decide what gets written.
Prospecting Agent
Researches accounts, scores ICP fit and drafts outreach sequences without sending until approval.
Reads ICP, intent, firmographics and buying signals.Retention Agent
Fuses CRM, tickets, product usage and billing into churn risk, expansion moments and save playbooks.
Reads relationship health across the whole platform.Analyst
Weights the forecast, explains slipping deals and turns revenue questions into sourced answers.
Reads pipeline, stage movement, close dates and outcomes.
Deal coaching
Know why a deal will slip — before it does.
Open any deal and the coach lists the risk signals working against it. Every claim cites the exact ticket, chat or email it came from — then it hands you the next move and drafts the email.
Sourced signals — "no reply in 10 days", "competitor mentioned in chat", each linked to evidence.
A recommended next step with a one-click drafted email in your voice.
Win-probability updated from real activity, not gut feel.
Live
Pipeline & weighted forecast
A board that fills and scores itself.
Deals flow in from orders and intent, scored and explained by AI. Drag a card to advance a stage — every move is journaled and reversible — while the header rolls up open value, won value and an AI-weighted forecast in real time.
Self-filling board — hot leads and orders become deals with an AI win-probability and a health badge.
Weighted forecast — open deals weighted by win-probability, not gut feel; won, open and forecast side by side.
Reversible by design — drag to move a stage; if it's wrong, it's one revert away.
Live
The Approve Queue · Trust Layer
Nothing happens behind your back. One queue. One click.
Every move an agent wants to make — a captured deal, a stage change, a data fix, an outreach sequence — lands in one AI Approve Queue with the reason it's proposing it. Approve, edit, or dismiss. Applied writes record before/after context and keep revert support.
Approve, Edit or Dismiss — tweak a proposal's title, amount or body before it's applied.
Always shows the reason — "lead heated up", "duplicate company", "deal stale 14 days".
Before/after & revert — applied changes are journaled, so a mistake is one revert away.
Live
The Trust Dial · autonomy you control
Start in Manual. Earn your way to Autopilot.
You decide how much each agent can do on its own. Set it globally or per agent, and turn it up as you learn to trust the AI. Even on Autopilot, safe-only writes apply automatically while anything risky still routes to the Approve Queue.
Manual
Agents observe and suggest. Nothing is written without you.
Copilot
Agents propose actions. You approve from one queue. The recommended start.
Autopilot
Safe fixes apply on their own. Risky moves still wait for approval.
Deal health & churn signals
See the slip — and the save — while there's still time.
The Lifecycle, Retention & Expansion board maps your whole book of business by stage and scores each account's churn risk by fusing CRM, support, product engagement, site intelligence and billing. Every at-risk account comes with its top churn driver and a save playbook.
Multi-signal health — not one metric, but the whole relationship fused into a score.
Top driver + playbook — why it's at risk, and the recommended move to save it.
Expansion & renewals — the same board surfaces where to grow and which renewals are due.
Live
Prospecting & sequence advisor
Fresh pipeline, found and warmed for you.
The Prospecting Agent researches accounts, scores them against your ICP, and drafts a multi-step email / wait / task / call sequence. The sequence advisor watches deliverability, reply quality and compliance — and a real reply auto-stops the sequence so you never look like a robot.
ICP fit scoring
Accounts ranked 0-100 with the buying signals behind the score.
Multi-step sequences
Email, wait, task, call and webhook steps, queued for approval first.
Advisor + reply intelligence
Deliverability caps, bounce/reply rates, and auto-stop on reply.
Data Steward · clean data, automatically
The CRM that cleans up after itself.
A dirty-data inbox that groups issues by root cause — duplicate companies and contacts, un-normalized domains and emails, missing account links, stale deals, consent conflicts, low-confidence fields. Each finding shows a confidence score and a before → after preview, and queues into the same Approve Queue.
Grouped by root cause — duplicates, normalization, missing links, deal quality, consent.
Confidence + preview — every fix shows its confidence and an exact before → after.
Safe-auto vs. proposal — low-risk fixes can auto-apply; everything else waits for you.
Live
Forecast, reports & Ask your CRM
Boardroom-grade numbers — and you can just ask for them.
The Analyst rolls everything into a weighted forecast with committed / likely / best-case, win/loss and win rate, a pipeline funnel, the deals slipping with a next-best action, and an AI learning model that matures into one trained on your own closed deals. Every figure is also answerable in plain English from the Command Center.
Committed / likely / best-case — a defensible forecast, not a single hopeful number.
Learns your business — heuristics give way to a model trained on your closed deals.
Ask your CRM — "which deals are slipping this month?" — grounded, sourced answers.
Live
Build it by describing it
Set up your CRM in plain English.
No drag-and-drop schema builder, no consultant. Tell OpsIQ what you sell and how you sell it, and it drafts your pipeline stages, the fields that matter, and your segments — then a one-page CRM Health check verifies the setup is right and flags anything missing.
Describe your business — the AI drafts stages, fields and segments to match how you actually sell.
Guided setup — a wizard tracks completion and auto-hides once the CRM is fully set up.
CRM Health check — a truth baseline of schema, agents, routes and live data wiring, with a repair button.
Live
Compare
A generic CRM stores your data. OpsIQ works it.
Most CRMs are a filing cabinet you have to keep filling. OpsIQ fills it, cleans it, scores it, and proposes the next move — with you in control the whole time.
| Capability | Generic CRM | OpsIQ AI-First CRM |
|---|---|---|
| Data entry | You type it in | Deals auto-capture; steward keeps it clean |
| Duplicate & dirty data | Paid add-on or manual cleanup | Dedupe, normalize & enrich, on approval |
| Forecasting | Sum of rep guesses | AI-weighted, learned from your closed deals |
| Churn & retention | Bolt-on / separate tool | Multi-signal health + save playbooks built in |
| Prospecting / SDR | Another subscription | ICP scoring + sequences, queued for approval |
| AI autonomy controls | None / all-or-nothing | Trust Dial: Manual → Copilot → Autopilot |
| Why the AI did it | Black box | Every claim cites its source; before/after & revert |
| Setup | Weeks & a consultant | Describe your business in plain English |
| Ask in plain English | Build a report | "Which deals are slipping?" — grounded answer |
| Part of one platform | Integrations to maintain | Same data as chat, tickets, SEO & analytics |
Everything in the CRM
A complete revenue workspace.
Every module is built on the same data and the same Trust Layer — so the AI is never guessing, and nothing happens without your sign-off.
AI CRM Command Center
The first screen: revenue pulse, what AI found, what AI did, the approve queue, next moves, agent health and ROI — plus Ask your CRM.
Pipeline
Self-filling, drag-and-drop board; each card shows amount, AI win-probability and a health badge. Every move is reversible.
Weighted forecast
Open deals weighted by win-probability into committed / likely / best-case — defensible in any review.
Deal Room
Open a deal for AI risk signals with sources, a recommended next step, a drafted email and a live win-probability.
Prospecting Agent
Researches and scores accounts against your ICP, surfaces buying signals and drafts approval-queued sequences.
AI Sequences
Multi-step email / wait / task / call / webhook flows with a deliverability advisor; a reply auto-stops them.
Lifecycle, retention & expansion
The whole book of business as one self-driving map — churn risk with save playbooks, expansion and renewals.
Data Steward
A dirty-data inbox: dedupe, normalize, link accounts and fix stale records — with confidence scores, on approval.
Trust Layer & Approve Queue
One queue for every AI proposal: approve, edit or dismiss, with before/after context and revert on applied writes.
CRM Health
A truth baseline — schema, agents, routes, actions and live data wiring — with repair and smoke-check buttons.
Ask your CRM
Plain-English questions grounded in your live numbers, with the sources behind every answer.
Build it by describing it
Describe your business in plain English; the AI drafts your stages, fields and segments.
Deal execution · quote, qualify, intelligence
The deal room does the closing work too.
A deal isn't just a card — it's a workspace. Build a quote from line items with versions and discounts, grade the deal against your own MEDDICC or BANT checklist, and read the relationship temperature straight from the conversations. Every section is one page, one deal.
CPQ / quote management — quotes from deal line items, versions, discount and tax, accept or decline.
Qualification checklist — MEDDICC or BANT per workspace; the coach grades every deal against your framework.
Conversation intelligence — reads chat, ticket and email for sentiment, intent and escalation — a relationship thermometer.
Live
Prospecting depth · ICP, research, import & analytics
Define your ICP once. Let the agent run the rest.
Set your ideal-customer profile — industries, size, personas, keywords, product match — and the agent scores every account against it. Research a single domain, or paste a whole list and let AI research and score each one. Then watch sequences perform with full analytics and pause, resume or cancel any run.
ICP profile editor — industries, size, personas, keywords and product match, defined once.
Single research + bulk import — one-off domain research, or paste a list and AI researches and scores each.
Sequence variants, analytics & controls — three template styles, reply rate and attributed revenue, pause / resume / cancel.
Live
Data & access · contacts, segments, visibility
Every person and account — visible to exactly the right people.
A Contacts Hub holds every identified person with status, score, timeline and consent. Saved segments give you live audience counts for Engage and Outreach. And record visibility lets you run Open, Owner-based or Team-based access, with named teams and territories driving who sees what.
Contacts Hub & segments — every identified person with consent, plus saved filter sets with live counts.
Record visibility (RBAC) — Open, Owner-based or Team-based modes set per workspace.
Teams & territories — named teams with leads and members drive Team-based visibility.
Live
Command center & board-grade forecast
One first screen — found, did, and needs your sign-off.
The CRM Command Center is the morning briefing: revenue pulse, what AI found, what AI did, what needs approval, agent health and ROI. Below it, a forecast board with period select, confidence interval, slippage and timestamped snapshots — the numbers you bring to a board review.
Command Center — revenue pulse, AI Found / Did / Next Moves, Needs Approval, agent health and ROI.
Forecast Board 10/10 — period select, confidence interval, slippage and accuracy tracking.
Forecast snapshots — timestamped captures so you can track the forecast moving over time.
Live
Full feature list
Everything in AI CRM.
Every capability, grouped. ★ marks a stand-out.
| Feature | What it does |
|---|---|
| Core CRM | |
| AI Pipeline Board ★ | Self-filling drag-drop board with AI win-probability, health badges and reversible moves. |
| Dynamic Stage Columns | Columns built from your own sales stages; drag to advance and counts update live. |
| Deal Status Display | Open, won or lost — colour-coded at a glance everywhere. |
| Trust & governance | |
| AI Approve Queue ★ | One queue for every AI proposal — approve, edit or dismiss, with reversible writes. |
| Trust Dial Autonomy ★ | Manual, Copilot or Autopilot — set globally or per agent. |
| AI Activity Journal ★ | Every AI change logged with its reason, before/after, and one-click revert. |
| AI Trace — Why Did AI Do This ★ | Signals, provenance, decision, action and result with confidence. |
| Proposal Editing NEW | Edit any AI proposal before applying; the edit is recorded for audit. |
| Agent Run Summary (per Deal) NEW | See which AI agents recently touched a deal, and when. |
| AI Confidence Indicators NEW | High / medium / low confidence badges on every AI score. |
| Deal intelligence | |
| Deal Coaching ★ | AI risk signals (no reply, champion quiet, competitor) with sources and the next move. |
| Deal Room (Deal Detail) | Win prob, coaching, conversation intel, CPQ, tasks and journal with revert — one page. |
| Deal Qualification Checklist NEW | MEDDICC / BANT per workspace; the coach grades every deal against your framework. |
| Conversation Intelligence NEW | Reads chat, ticket and email for sentiment, intent and escalation — a relationship thermometer. |
| Deal Health Badges NEW | Healthy / At risk / Stalled, computed by AI on every deal. |
| Forecasting & analytics | |
| Weighted Forecast ★ | AI win-prob weighted committed / likely / best-case that learns from your closed-won deals. |
| Forecast & Reports | Committed/likely/best, win/loss, win rate, funnel, at-risk and model maturity. |
| Forecast Board 10/10 NEW | Period select, confidence interval, slippage, snapshots and accuracy. |
| Forecast Snapshots NEW | Timestamped forecast captures for trend tracking over time. |
| Data quality | |
| Data Steward / Dirty-Data Inbox ★ | Groups dupes, normalize, links, stale and consent issues with confidence and before/after. |
| Bulk Data Steward Actions NEW | Multi-select issues and queue fixes in bulk. |
| Prospecting | |
| Prospecting Agent ★ | Researches, ICP-scores 0–100, finds buying signals, maps contacts and drafts sequences (queued). |
| AI Sequences with Advisor | Email/wait/task/call/webhook steps; deliverability advisor; auto-stop on reply. |
| Prospect Research (Single) NEW | One-off domain research with an ICP fit score 0–100. |
| Prospect Import (Bulk) NEW | Paste a list and AI researches and scores each account. |
| ICP Profile Editor NEW | Industries, size, personas, keywords and product match — defined once. |
| Sequence Template Variants NEW | Insight-led, Direct Value and Helpful Nurture styles. |
| Sequence Analytics NEW | Runs, sent, reply rate and attributed deals/revenue. |
| Sequence Controls NEW | Pause, resume or cancel running sequences with reason and reply intel. |
| Retention & expansion | |
| Account Health & Churn Risk ★ | Fuses CRM, tickets, product, SI and billing into a churn score, driver and save playbook. |
| Lifecycle, Retention & Expansion Board | Every account's position from lead to renewal to churn-risk on one map. |
| Dashboard & setup | |
| CRM Command Center ★ | Revenue pulse, AI Found/Did/Next Moves, Needs Approval, agent health and ROI. |
| Ask your CRM (Plain-English Q&A) ★ | Grounded, sourced answers from your live CRM data. |
| CRM Builder (Plain-English Setup) ★ | Describe your business and AI plans your stages, fields and segments — reversible. |
| CRM Health (Truth Baseline) | Schema, agents, routes, actions, counts, diagnostics and repair on one page. |
| CRM Setup Wizard NEW | Auto-shows until configured, tracks step progress and auto-hides. |
| Data & access | |
| Account 360 | Churn, health, open deals, won revenue, people, tasks and AI history on one screen. |
| Company Name / Domain Tracking NEW | Name, domain and industry powering dedupe, research and the 360. |
| Contacts Hub NEW | Every identified person with status, score, timeline — consent-aware. |
| Segments (Filter Sets) NEW | Saved filters with live counts; audiences for Engage and Outreach. |
| Primary Contact Link NEW | Link each deal to its primary contact, email and title. |
| Record Visibility (RBAC) NEW | Open, Owner-based or Team-based modes per workspace. |
| Teams & Territories NEW | Named teams with leads and members drive Team-based visibility. |
| Deal execution | |
| CPQ / Quote Management NEW | Quotes from deal line items with versions, discount and tax, accept or decline. |
| Outreach Drafting (AI-Grounded) ★ | Drafts email grounded in the customer journey, queued for approval. |
| Open Tasks on Deals NEW | All deal tasks in one place with an AI-suggested flag, sortable by due date. |
| Expected Close Date Tracking NEW | Drives forecasting and stale-deal detection. |
FAQ
Questions before you switch.
Short answers for teams replacing a traditional CRM with OpsIQ's AI-first revenue workspace.
You do. Your CRM data lives in your OpsIQ workspace and is exportable as CSV at any time, including contacts, companies, deals and activities. On self-hosted, it sits in your own database on your own server. There is no lock-in: what you put in, you can take out.
OpsIQ runs on leading hosted large-language models for reasoning and drafting, while scoring and forecasting use deterministic logic plus a model trained on your own closed deals as it matures. Your CRM data powers your agents; it is not used to train third-party foundation models.
That is what the Trust Dial and Approve Queue are for. Start agents in Manual or Copilot, where nothing is written without approval. Even on Autopilot, risky changes still route to the queue, with before/after context and revert support.
Yes. Import contacts and companies via CSV, and the Prospecting Agent can research target account lists. The Data Steward dedupes and normalizes everything on import so old mess does not follow you.
It is designed to replace it. OpsIQ CRM is a complete revenue workspace for pipeline, deals, contacts, forecasting, prospecting, retention and reporting, sharing the same data as chat, tickets, SEO and analytics.
The CRM is part of the OpsIQ platform rather than a separate per-seat product. Exact inclusions vary by plan; see pricing for each tier, and there is a free way to start.
They run in the background on their own cadence, researching accounts, scoring health, finding dirty data and weighting the forecast before you open the app. The Trust Dial controls how much gets applied automatically.
Scoring and forecasting are deterministic, and Ask your CRM is grounded in live numbers with exact deals, tickets, chats or emails cited as sources. CRM Health gives you a one-page wiring baseline to verify the setup.