ClientIQ 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

ClientIQ

4.6

(31)

Pricing

Pricing available upon request

About ClientIQ

ClientIQ, from FinListics Solutions, is a sales intelligence platform that equips advanced-level sellers with the financial data and tools to enhance value and drive trust at scale. Their award-winning sales intelligence platform helps enterprise B2B organizations engage prospects with value-driven narratives that build competitive separation and accelerate pipeline development.

ClientIQ Screenshots

ClientIQ Pricing and Plans

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Free Trial

Free Version

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ClientIQ Features

Popular features found in Business Intelligence
Ad hoc Reporting
Benchmarking
Collaboration Tools
Data Connectors
Data Visualization
Key Performance Indicators
Multiple Data Sources
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend/Problem Indicators
More features of ClientIQ
Customizable Reports
Dashboard
For Sales Teams/Organizations
Reporting & Statistics
Self Service Data Preparation
Statistical Analysis
Trend Analysis
Visual Analytics

ClientIQ User Reviews

Overall Rating

4.6

Ratings Breakdown

71%

26%

Secondary Ratings

Ease of Use

4.5

Value for money

4.7

Customer support

4.3

Functionality

4.5

Verified

Reviewer

Information Technology and Services

5001-10000 employees

Used monthly for less than 6 months

Review source

Reviewed February 2022

Use of the tool

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It was easy to navigate and use for search competitive analysis

Cons:

The interface looks quite old and not so appealing for the user

Jean Michel C.

Verified reviewer

Computer Software

10000+ employees

Used daily for more than 2 years

Review source

Reviewed February 2022

Client IQ For the win

Very happy with the tool.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Detail on South African companies is correct and easy to access

Cons:

Meenakshi R.

Verified reviewer

Information Technology and Services

10000+ employees

Used weekly for less than 12 months

Review source

Reviewed February 2022

Opinions and expectations

Amazing very helpful for basic financial analysis, very informative ,easy to use. We really appreciate the way of presentation in the business profile first sheet. Would want to explore more of value modelers. we will encourage the Finlistics team to quickly update their financial from 2021's annual report and add more data in the communication industry- operational KPI's , some additional information on subscribers, segments, ARPU, Churn, NPS etc.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The peer ratio analysis in client assessment report and the company insights.

Cons:

It doesn't have a list of medians region wise and when we see the companies ranked in communication sector, They aren't ranked correctly based on market size or revenue. It should provide operational KPI's too like churn ARPU NPS CSAT etc. Power of one is done by what if method which is way to unrealistic.

Dave J.

Verified reviewer

Information Technology and Services

10000+ employees

Used weekly for more than 2 years

Review source

Reviewed February 2022

Client IQ - enabling competitive insight

Ratings Breakdown

Ease of use

Functionality

Pros:

Building the picture of a client or industry at the top level, with the ability to then drill down into details (e.g. specific KPIs or business/geo segments within the client), is invaluable. It helps align a value proposition or solution story more effectively to what matters most to the client.

Cons:

Having actual figures, alongside % changes, would be useful.

Douglas W.

Verified reviewer

Information Technology and Services

10000+ employees

Used weekly for more than 2 years

Review source

Reviewed February 2022

Get smart with ClientIQ

Great tool for enabling a huge sales team to gain insights into their customer or industry.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

ClientIQ provided great company and industry analysis all in one place. The discovery questions and frameworks were well designed for sellers new to their role or industry.

Cons:

Interface in older UI in particular was rather basic, not visually pleasing. Would like to see more relevancy for public sectors and governments.

Ronald R.

Verified reviewer

Information Technology and Services

1001-5000 employees

Used daily for less than 12 months

Review source

Reviewed February 2022

FinListics ClientIQ is a great resource for developing winning account strategies.

FinListics ClientIQ is an invaluable resource for developing winning, insightful, and resonating account strategies for sales enablement.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The most impactful features of FinListics ClientIQ are its competitive comparisons, power of one valuations, and industry blueprints.

Cons:

The main opportunity for FinListics ClientIQ is greater depth of analysis when it comes to the actual strategic goals/objectives for each organization.

Alex F.

Verified reviewer

Information Technology and Services

10000+ employees

Used daily for less than 12 months

Review source

Reviewed February 2022

Amazing reporting capabilities

Ratings Breakdown

Ease of use

Functionality

Pros:

What I like the most is the ease of use and reporting capabilities it offers. Its always useful to export the insights to PDF to share internally/externally

Cons:

An even-better-if for me would be to have the ability to customize the pieces of information to be added to a report that I want to export to PDF.

Joe w.

Verified reviewer

Industrial Automation

10000+ employees

Used weekly for more than 2 years

Review source

Reviewed February 2022

CLientIQ

Outstanding tool that we integrate more and more into our sales process and methodology

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Easy to use. Global companies. Lots of information collated and analyzed for you.

Cons:

Customization - but that is coming! some navigation, but 2.0 cleaned that up.

Reasons for choosing ClientIQ

The tool and the people

Anthony M.

Verified reviewer

Information Technology and Services

5001-10000 employees

Used daily for less than 6 months

Review source

Reviewed February 2022

Great tool for Sales

I really like the reports function, I use it all the time during the week. It gives me extra insights and gives me more credibility on the phones.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

If a company I am prospecting for is on there, I really like the reports at the bottom to get additional details on their initiatives, as well as trends in the industry. Easy to digest.

Cons:

Sometimes smaller firms won't be on there.

Daniel W.

Verified reviewer

Computer Software

10000+ employees

Used weekly for less than 12 months

Review source

Reviewed February 2022

Helpful for account planning