IQ CRM Reviews & Product Details

IQ helps our office track constituents and their requests- whether it’s assistance with a case or to provide an opinion to the Senator, IQ makes it easy to fill constituents in on their case, even if the person answering the call in our office isn’t the caseworker. Review collected by and hosted on G2.com.

Sometimes IQ is upgraded during the work day- very rarely mind you, but when it goes down during the workday our office can’t do much without it. Luckily we have an awesome IQ liaison who is always so helpful and keeps us up to date on any glitches or improvements. He even does trainings with us if we want to learn more, both individually and as a group! Review collected by and hosted on G2.com.

I like that the software allows for casework workflow, administrative oversight, and contact/people record creation. Everything is done in one program and records are tied to contacts. Review collected by and hosted on G2.com.

It can be a bit bulky and requires fairly extensive training. Review collected by and hosted on G2.com.

CRM capable of managing constituent mail, casework, and maintaining contacts with affiliation codes. Great for targeting communications. Review collected by and hosted on G2.com.

Overall, IQ4 is not an improvement over IQ3. New interface sucks.

It seems like the development team did not listen to long time users (10 years plus). The development team is not responsive to feature requests. Add to last batch is a common mouse click. They have not added, "use last letter." Also, filtering of incoming mail and assigning responses is behind competitors IConstituent and Fireside 21 does a better job of handling incoming mail (email blasts).

IQ4 did improvement newsletter production, but I still use IQ3.

Displeased with implementation of IQ. The state gov (gave legislator choice) to not have constituent email automatically imported in IQ. Thus, all mail is manually logged. This defeats any time saving aspects. Review collected by and hosted on G2.com.

I like the messages and services feature. It’s very intuitive and new staff are trained easily on the platform. Review collected by and hosted on G2.com.

The calendar feature is a bit useless. The ability to sync google calendar to this would be great. Review collected by and hosted on G2.com.

IQ is simple enough to use for the whole office and host a variety of documents that need to be shared frequently. Review collected by and hosted on G2.com.

The search function and archiving is tricky and time consuming. I don’t feel confident looking back through past steps and making sure my coworkers see updates from me. Review collected by and hosted on G2.com.

Lots of features. Everything you need is easily accessible Review collected by and hosted on G2.com.

It can be a bit slow and clunky. And the interface isn't the greatest. Review collected by and hosted on G2.com.

Allows for detailed notes. They are improving the reporting platforms now. Review collected by and hosted on G2.com.

Too many duplicate records. Not good for personalizing preexisting form letters. Review collected by and hosted on G2.com.

I like the wide variety of features offered. It is a very comprehensive database management system, and allows me to collect a large amount of information in an accessible way. Review collected by and hosted on G2.com.

I do not like the interface. As is the deal with most database management tools, it is hard to simplify all of the features and information in a way that is easy to navigate. But in general, I am still looking for that perfect interface in a system. Review collected by and hosted on G2.com.

IQ allows for easy and quick customization by the customer, and is a fairly powerful database. The search features are excellent. Power users have lots of great options in the list and reports creator. Data entry is pretty intuitive. Review collected by and hosted on G2.com.

Workflow is cumbersome and click-intensive, unfortunately. Multitasking in IQ is also slow. Check-in and check-out of letters in ActiveX via internet explorer is slow--thought this is not unique to the IQ software and certainly not the fault of the vendor--and manual uploading via an alternate browser is difficult for some users. Review collected by and hosted on G2.com.

I really liked the ability to categorize people with Labels and groups. This made sending out Constituent emails to people who were in favor or against certain issues, a much easier process. You could select everyone who supported issue X and send them an email with updates on legislation. Additionally, it was really nice to have nearly all of the tools in one location, versus having to visit multiple sites to complete work. Review collected by and hosted on G2.com.

I found it difficult for myself to completely understand the process of creating standardized email templates to be very cumbersome and confusing. Perhaps this was partly a fault of inadequate training. But regardless, I feel as though the process was not intuitive. Review collected by and hosted on G2.com.