Why IQ5?

Reimagine how you serve with IQ5, the next generation of the most trusted CRM in the public sector.

More than just an upgrade

Purpose-built for how your teams actually work—IQ5 delivers faster performance, smarter workflows, and a dramatically simplified user experience.

IQ5 is not a minor refresh, and not just an interface update. It’s a complete reimagining of how CRM software supports public sector teams.

We redesigned IQ from the ground up based on how users actually navigate, process information, and serve the public. The result is a faster, more intuitive platform that helps your team do more with less effort.

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Simplified App-Based Navigation: No more overwhelming menus with dozens of options, just a clean, focused workspace.

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My Inbox - All Your Work in One Place: A centralized hub for services, messages, and daily tasks, reducing the need to switch between screens.

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Universal Search, Always Available: Quickly find contacts, records, and messages from anywhere in the system.

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Action Bar for Speed:

Instantly take action without disrupting your workflow:

  • Log calls on the fly
  • Add contacts in seconds
  • Pin frequently used apps and favorites

Tools That Help You Get More Done

IQ5 introduces powerful features that streamline everyday work for federal workers of all levels. From interns and entry level employees to senior staff and even the principal – there’s something for everyone now in IQ5.

Log Calls

Capture constituent interactions instantly, including service-related data, without interrupting your workflow.

Enhanced Message Processing

Sort, automate, and analyze communications with ease.

Flexible Data Views

Customize how you see and manage information across modules.

Quick Graphical Insights

Generate visual analysis on demand using smart filters based on how real users interact with the platform.

Customizable Screens

Tailor each module to meet your team’s specific needs and priorities.

Built for Speed and Scale

IQ5 delivers a major leap forward in performance and responsiveness.

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Faster Load Times

IQ5 performers faster load times than older versions, even with large datasets.

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Rapid Processing Power

Processing records en masse is quicker in IQ5. No more “spinning wheel of death”.

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Enhanced Batching

IQ5 includes advanced batching and automation capabilities that help keep you organized and accurate.

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Real-time responsiveness

IQ5 handles high-volume environments better than any previous version with real-time responsiveness as you update records.

Seamless Microsoft 365 Integration

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Work From Anywhere

Proven Deliverability & Engagement

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IQ Intelligence: Only Available in IQ5

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Automate routine tasks

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Surface insights faster

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Improve response quality and consistency

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Smart soring and batching

A Smarter Transition Path

Moving from IQ4 to IQ5 is designed to be straightforward, low risk, and minimally disruptive. Because IQ4 and IQ5 can run side-by-side on the same database, your organization can transition in a controlled way that fits your pace and priorities.

Plan & Prepare

Assess your current setup and define your transition approach. Equip your team with training and resources to get ready for IQ5.

Launch IQ5 Alongside IQ4

Introduce IQ5 while continuing to use IQ4—ensuring continuity and giving users time to adjust.

Transition Workflows & Users

Gradually move teams and processes into IQ5, validating workflows and building confidence along the way.

Optimize & Evolve

Fully adopt IQ5 and take advantage of ongoing enhancements—including new AI capabilities available only in IQ5.

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With IQ5, the best just got better.

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Get a Demo

See IQ5 in action and explore how it can support your agency’s modernization goals—at your own pace.

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Explore Training & Resources

Access our growing library of videos and materials designed to help your team quickly get up to speed on IQ5.

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Talk to an Expert

Connect with our team to get answers, plan your transition, and learn how to make the most of IQ5.