Answers for teams using VIQ CRM

VIQ is a general-purpose CRM for sales teams. It brings leads, conversations, calls, tasks and follow-ups into one place so nothing sits in a personal inbox or a spreadsheet.

Any team that lives on inbound leads and follow-ups: sales, account managers, and operators who need a shared pipeline. It is not built for one industry - you can run campaigns, calls and WhatsApp from the same workspace.

We set VIQ up for you. Tell us your team size, channels and how you assign work. Most teams are live in days, not months - no credit card is needed to book a demo.

Yes. Book a free demo, walk through the product with our team, and we'll share a quote that matches how you actually work. There is no lock-in to start the conversation.

WhatsApp, website forms, ads, email and other connected channels can land in one inbox. Each enquiry becomes a lead with an owner, a stage and a next step - so the team does not hunt across apps.

Yes. You set the rules once - by source, round-robin, or team - and VIQ assigns the lead. Managers see who owns what without chasing a group chat for an update.

Tasks, reminders and the pipeline sit on the same lead record. If nobody acts, the stage and next step stay visible so a manager or teammate can pick it up instead of the enquiry going cold.

That's the point. Notes, chats, calls and tasks stay on one profile. You do not copy a number into your phone, then try to remember what was said later.

Yes. The bot can respond as soon as a message arrives - including nights and weekends - ask qualifying questions, and drop serious leads into the pipeline for your team.

Chats stay with the rest of the lead: owner, stage, notes and next step. You do not switch apps to remember what was already asked.

You can run WhatsApp and email follow-ups from the same CRM, including templates your team already uses. Sequences can pause when someone replies so you are not stacking messages on a live conversation.

Yes. Connect your SIM or calling line once. Users can dial from the CRM while the lead profile stays on the same screen - no hunting for a number, then writing a note later if someone remembers.

Notes can be added on the lead as soon as the call ends. Recordings, date, time and duration are stored against that record so the whole team can review the conversation.

You provision the line you already use, or we walk through options on the demo. The goal is one setup for the team - not a new process on every desk.

Common sources include WhatsApp, Meta ads, Google, Gmail, website forms, Zapier and other tools your team already uses. Leads from those channels can merge into one pipeline instead of sitting in separate inboxes.

Most connections are set up with us during onboarding. If you already use Zapier or webhooks, those can feed VIQ as well. We'll confirm the exact list on your demo.

VIQ is built so enquiries from different sources can land on one record rather than creating a new lead every time someone fills a form and then messages WhatsApp.

Dashboards show calls, follow-ups, tasks and deals in progress on one screen. Each person still sees their own leads and day; managers get the full picture without a status meeting.

Yes. Roles control what people can view and edit. Reps stay on their pipeline; managers and admins can see across the team.

You can schedule daily, weekly or monthly reports — lead volume, activity, pipeline health and conversions — so nobody has to pull numbers from five people at the end of the day.

VIQ is from £10 per user, per month, with no setup fees to start the conversation. Final pricing depends on team size and what you need connected - we'll quote you on the demo.

The same core product for your team: VoIP calling, lead management, sales pipeline, WhatsApp & AI, website and lead capture, portal integrations, dashboards, WhatsApp & email marketing, and task & team management.

Yearly billing is paid for 10 months and covers 12 months of access - that's 2 months free compared with paying monthly.

No. Book a demo, see the product, then decide. There is no lock-in just to talk.

Only people you invite, with the role you give them. Activity stays on the lead so you can see who called, messaged or updated a record - instead of notes living on someone's phone.

Leads, chats, call recordings and tasks stay in VIQ. You reassign ownership. The conversation history does not walk out with a personal WhatsApp account.

Yes - we'll cover export and handover on the demo so you know how records leave the system if you ever need them elsewhere.