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.
Each agent owns one part of revenue and runs in the background on its own cron cadence. None of them writes to your CRM on a hunch — findings become proposals in the Approve Queue, and the Trust Dial decides how far each one can act: Manual, Copilot, or Autopilot, globally or per agent.
A dirty-data inbox that hunts duplicate companies and contacts, normalizes domains and emails, links contacts to the right account, and flags stale deals and low-confidence fields.
Researches and scores target accounts against your ICP, surfaces buying signals, maps contacts, and drafts a multi-step outreach sequence — never sending until you approve.
Fuses CRM, support, product engagement, site intelligence and billing into one health score, then lays out the lifecycle map, the accounts about to churn with their top driver and save playbook, and where expansion is ready.
Rolls the pipeline into a weighted forecast and a committed / likely / best-case split, tracks win rate and win/loss, and learns your business — switching from heuristics to a model trained on your own closed deals as it matures, with accuracy you can defend in a review.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 |
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.
The first screen: revenue pulse, what AI found, what AI did, the approve queue, next moves, agent health and ROI — plus Ask your CRM.
Self-filling, drag-and-drop board; each card shows amount, AI win-probability and a health badge. Every move is reversible.
Open deals weighted by win-probability into committed / likely / best-case — defensible in any review.
Open a deal for AI risk signals with sources, a recommended next step, a drafted email and a live win-probability.
Researches and scores accounts against your ICP, surfaces buying signals and drafts approval-queued sequences.
Multi-step email / wait / task / call / webhook flows with a deliverability advisor; a reply auto-stops them.
The whole book of business as one self-driving map — churn risk with save playbooks, expansion and renewals.
A dirty-data inbox: dedupe, normalize, link accounts and fix stale records — with confidence scores, on approval.
One queue for every AI proposal: approve, edit or dismiss, with before/after context and revert on applied writes.
A truth baseline — schema, agents, routes, actions and live data wiring — with repair and smoke-check buttons.
Plain-English questions grounded in your live numbers, with the sources behind every answer.
Describe your business in plain English; the AI drafts your stages, fields and segments.
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's no lock-in: what you put in, you can take out.
OpsIQ runs on leading hosted large-language models for reasoning and drafting, while the scoring and forecasting use deterministic logic plus a model trained on your own closed deals as it matures. Your CRM data is used to answer your questions and power your agents — it is not used to train third-party foundation models.
That's what the Trust Dial and the Approve Queue are for. Start every agent in Manual or Copilot, where nothing is written without your approval. Even on Autopilot, only low-risk, high-confidence fixes apply automatically — anything risky still routes to the queue. Applied writes record before/after context and support revert, and every AI claim cites the source behind it.
Yes. Import contacts and companies via CSV, and the Prospecting Agent can also import and research a list of target accounts. The Data Steward then dedupes and normalizes everything on import so you don't carry years of mess into a fresh start.
It's designed to replace it. The AI-First CRM is a complete revenue workspace — pipeline, deals, contacts, forecasting, prospecting, retention and reporting — and because it shares the same data as OpsIQ chat, tickets, SEO and analytics, you also retire the integrations you used to maintain between separate tools.
The CRM is part of the OpsIQ platform rather than a separate per-seat product, so you're not stacking another subscription on top of chat and tickets. Exact inclusions vary by plan — see pricing for what each tier includes, and there's a free way to start.
They run in the background on their own cron cadence — researching accounts, scoring health, finding dirty data, weighting the forecast — so the work is done before you open the app. What changes with the Trust Dial is how much of it gets applied automatically versus queued for your approval.
Scoring and forecasting are deterministic, and Ask your CRM is grounded in your live numbers with the exact deals, tickets, chats or emails cited as sources. The CRM Health page gives you a one-page truth baseline of schema, agents, routes and data wiring so you can verify the wiring end to end.
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.
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.
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.
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.
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. |