One board for your sales, one for your practice
Pipeline tracks what you sell. Academy trains how you sell.
Pipeline board
See what needs you today
The calls, follow-ups and payments due today, in one list. Nothing slips because you forgot.
Every offer at a glance
All the offers you work, on one page. Setter offers get a card of their own.
Know where your closing stands
Track bookings, shows, closes and cash by week, and pick the six numbers you watch most. The Hit Your Goal card works backward from your weekly cash goal to the number of calls you need.
Keep your setters in the same view
Sets, triage and follow-ups for your setters, week by week, right next to your closers.
Keep following up with leads who have not bought
Follow-Ups and Reactivate keep those leads on your list, so you reach back out instead of forgetting them.
Know what you are owed
Log each installment and mark it paid when it lands. You always see the commission you have coming for the period.
Turn call reviews into patterns
Notes you write when you review a call go to Call Analysis, so you can see what keeps happening across your calls.
Academy board
Practice before it costs you a deal
Work through the Roadmap, Drills, Objections and Offer Training, then role-play with an AI prospect. The AI grades your answers so you know what to fix.
See yourself improve
Earn XP as you finish drills and watch your Progress climb, so you always know what to practice next.
Connections
Coming soonFathom
Once Fathom is connected, your recorded calls fill in your closer numbers and follow-ups. Every call it processes is listed, and you can undo any of them.
Google Calendar
Once your calendar is connected, booked calls sort into the right offer. Internal meetings stay out.
Start with you. Add your team when you are ready.
One login works across several teams, so adding a TeamIQ team later does not mean a new account.