Manage Relationships,
Find Opportunities

Contact IQ helps find new clients and better serve your existing ones, by
connecting all your team’s contacts into one, searchable, private resource.

Connect. See more.


Connect your firm’s team into a single private repository. Contact IQ pulls together contacts from email, every major social network and personal lists (via CSV).

Then, each contact is cleaned up and improved all the duplicates are resolved and connections through different networks identified.

Find.


The contacts are searchable by name, location, title, company, education, even hobbies and skills.

Grow


You can invite your colleagues to your company’s Contact IQ.

In quantifiable terms, your active network can grow by approximately 8X over Linkedin alone.

More contacts and better connections, equal more customers and better service for your existing clients.

Refer


Refer business easily by creating custom lists of suggested attorneys, insurers or other investment professionals for clients.

These lists are private to your company and client, but can be shared as easily as a Dropbox file.