Not another CRM. A point system for winning the day.
PointIQ keeps quote activity, referral follow-up, pipelines, tasks, appointments, and production in one operating system. The goal is simple: make the next best sales action obvious.
Activity tied to production
Quote movement without guessing
Actions when goals are behind
Monthly Points
Referrals, quotes, appointments, follow-up, and closed business tracked in one score.
Referral Leads
Mark contacted without forcing a contact. Push to opportunity or quote pipeline when it is real.
Quote Pipeline
Move leads through a clean pipeline and keep notes, drivers, vehicles, and follow-up attached.
Playbook
If production is behind, the system points back to the activity that creates more chances.
Built from real agency workflow.
PointIQ is made for people who already sell and need their system to keep up. It is focused on daily execution, not bloated dashboards nobody uses.
Referral control
Referral leads stay clean until they are actually ready. Contacted means contacted. Opportunity means opportunity.
Pipeline discipline
Quote requests, opportunities, and follow-up stay visible so leads do not disappear after the first touch.
Point-based production
Activity is scored so producers can see whether they are creating enough chances to hit the month.
What it handles.
PointIQ is a sales command center for daily insurance and relationship-driven sales activity.
Made for the operator, not the software demo.
Most CRMs are built to look impressive in a sales presentation. PointIQ is built around the daily question that matters: what do I need to do next to create more quotes, more follow-up, more referrals, and more production?
No fake automation claims. No promise that software closes deals by itself. PointIQ organizes the work and makes the scoreboard impossible to ignore.
Sales OS · Referral Engine · Quote Pipeline · Production Board
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PointIQ is currently offered by request. Use this site for App Store support, privacy, and product information.
Contact
Email: info@macklinmarketing.com
Product: PointIQ Sales Operating System
Use: sales activity tracking, pipeline management, referral lead follow-up, and production visibility.
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