MaxIQ is a customer journey management software designed for B2B SaaS companies. It serves sales leaders, customer success managers, and revenue operations teams by aligning their workflows through a centralized, AI-driven platform. MaxIQ combines predictive insights with real-time data, aiming to improve customer engagement, forecast accuracy, and team collaboration. Key benefits include unified visibility into customer accounts, automation of revenue processes, and faster decision-making.

What are the main features of MaxIQ?

AI-powered sales forecasting

MaxIQ uses machine learning models to provide accurate sales forecasts at both the deal and account level. Forecasts are generated by analyzing historical data, customer behavior, and team interactions, allowing sales managers to:

• Identify risks in the pipeline earlier

• Focus resources on high-value opportunities

• Increase forecast confidence and reduce manual reporting

360° customer account views

The platform delivers a unified view of every account by aggregating data from CRM, product usage, support tickets, and customer interactions. This enables teams to:

• Understand account health in real time

• Detect churn signals and upsell opportunities

• Coordinate actions across departments using the same insights

Collaborative workspaces

MaxIQ introduces shared workspaces for cross-functional teams, centralizing communication and planning. These workspaces help revenue teams:

• Align on customer strategies and goals

• Assign responsibilities and track progress on shared accounts

• Reduce duplication of efforts and improve accountability

Real-time dashboards and reporting

Users can access customizable dashboards that visualize revenue, product adoption, and customer engagement trends. The reporting capabilities support:

• Fast access to KPIs across all teams

• Trend analysis by customer segment or product line

• Benchmarking performance against historical data

Why choose MaxIQ?

• Improved forecast accuracy through AI models trained on real sales and engagement data

• Faster customer onboarding and success tracking with unified visibility across touchpoints

• Increased alignment across revenue teams using shared tools and metrics

• Proactive customer management enabled by early signals from product usage and interactions

• Data-driven decision-making from real-time reporting and predictive analytics