Upcoming Improvements to ClientIQ

November 17, 2023 | Trevor Goss

For some time the majority of ClientIQ has had a new and modern look to it. Unfortunately, while we were busy building new features there were a few areas we just hadn't quite gotten around to updating yet, and, well, it's time that we do so.

Starting next month, the remaining areas of ClientIQ that were on our old system will move over to our upgraded user interface. In addition, we're also making some performance improvements under the hood that will make these features work better.

Importantly, none of the functionality for any of these features will be changing. They're just getting a fresh coat of paint so to speak. We think it'll be a big improvement too.


Prospecting 2


Reports are getting an update as well, and they'll be more resemble our existing company summary.


Slide 16_9 - title



We'll be sending out additional information as we get closer to this release.


Affected Features

  • Prospecting
  • Value Modeler


Affected Reports

  • Company Executive Summary
  • Industry Executive Summary
  • Company Report
  • Industry Report


Posted in Product Features