4.9 ★ on G2

Revenue Agentic Platform built for
Pipeline Forecasting

MaxIQ is the first AI Revenue platform to help teams win deals, forecast accurately, and drive post-sales success and adoption.

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Pipeline Forecasting

Platform

One context platform for every revenue motion. Inspect every deal. Understand every conversation. Call the forecast. Catch renewals before they slip.

Built for whoever answers "where's the quarter?" Agents read every deal, call, and signal, so your forecast reflects what's real, not what's hoped.

A forecast you can explain

See what changed, which deals moved the number, and the signals behind every forecast call.

Know where to focus next

AI suggests the next best actions, helping teams focus on the opportunities that matter most.

Your playbook, on autopilot. Agents run every motion the way your best rep would. Every follow-up sent, every step on time, every deal worked.

Show Recipes here. We can

Agents keep every deal moving nudging next steps, prepping calls, chasing what's stuck.

Make strong sales habits repeatable

MaxIQ reviews every call against your methodology, so managers coach consistently and reps improve.

Every deal, examined. Agents inspect your pipeline around the clock. Surface what's moving, what's stalled, and what's missing before it costs you.

Agents ask the hard questions.

Missing champion? No next step? Gaps get flagged and fixed before your pipeline review, not during it.

Work intelligently, not manually

Automatically keep deal data accurate and up to date, so sellers spend less time updating CRM.

Focus on high-impact opportunities

Prioritize the deals most likely to close and focus your team's effort where it drives revenue.

Every conversation, working for you. Calls, emails, and Slack messages are captured and turned into context your team can act on right away.

The CRM updates itself.

Every conversation lands in the record automatically. Reps sell; the notes write themselves

Nothing important stays buried

Find decisions, objections, commitments, and next steps without replaying calls or searching through notes.

The journey doesn't end at closed-won. Agents carry full deal context into the customer relationshipspotting risk, tracking adoption, and finding the next opportunity.

Renewals, caught before they slip.

Agents watch usage, sentiment, and silence flagging at-risk accounts while you can still save them.

Turn renewals into growth

AI surfaces renewal risks and expansion opportunities through customer signals.

"MaxIQ is mission-critical it transforms forecasting from noisy to reliable, accelerates pipeline execution, and unites teams in operational rhythm."

Mike Gurdjian,

Director, Field Operations at Snowflake

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“MaxIQ gives us trusted forecasting, inspectable execution, and a workflow that keeps our team focused on driving revenue.”

Lou Fini

Chief Revenue Officer at Superna

Read Customer Story

“MaxIQ surfaces risks weeks before quarter-end, consolidates deal insights, and uses AI to capture signals and update Salesforce automatically.”

Stephanie Joyce,

AVP - SaaS Sales & Demand Gen at Commvault

Read Customer Story

Context graph

Universal Context Graph

Map every buyer interaction across CRM, conversations, email, and product usage to understand true deal momentum.

Connected Data

Bring customer data and activity from across your revenue stack into one continuously updated foundation.

CRM

Conversations

Calendar

Product Usage

Shared Revenue Memory

Connect every person, account, opportunity, interaction, and milestone intoone living customer history.

Accounts

Opportunities

People

Interactions

History

Contextual Intelligence

Understand how signals relate to each other to reveal changes, momentum,intent, health, and emerging risk.

Engagement

Buying Intent

Sentiment

Health Risk

Agentic Execution

Give AI agents the context to reason, recommend, and take action across every MaxIQ workflow.

Insights

CRM Updates

Alerts

Playbooks

Workflows

One Graph

Every buyer interaction builds one continuous account story.

Sales → Success

Carries the account story across the customer journey.

2 Memory Layers

Evidence stays connected to meaning.

Always Watching

Important changes surface without a prompt.

Platform Overview

Purpose-built for every revenue workflow

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InspectIQ

See every deal clearly and catch risks before they grow.

ForecastIQ

Call the forecast with confidence using signals you can trust.

SuccessIQ

Carry customer context from handoff through renewal and expansion.

EchoIQ

Turn every customer conversation into context your team can act on.

ForecastIQ

SuccessIQ

EchoIQ

AI-Native Revenue Intelligence Platform

Redefining revenue growth by unifying every customer facing team into one intelligent platform

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See every deal clearly

Identifies gaps and risks early with live pipeline visibility, deal scoring, and activity insights so every forecast starts with full context.

Predict with confidence

Turns signals from CRM, conversations, and customer data into AI-driven predictions for accurate forecasts across every segment.

Turn Customers into Growth

Connects sales and customer success with full-journey context to predict churn, drive adoption, and turn every promise into delivered outcomes.

Connect conversations to revenue

Captures every conversation and data signal from calls, emails, Slack, and CRM to build a complete revenue picture.

Implemetation Timeline

Accelerate revenue impact within days

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Day 0

Connect & Launch

Connect Salesforce in 5 minutes

Set up pipeline views in 10 minutes

Roll out forecasting workflows in 3 minutes

Day 3

AI Starts Working

Connect Email, Zoom, Slack & 30+ apps

Track and analyze deal & pipeline health

Create dashboards & alerts

Day 7

Measurable Impact

100% of forecasting moved to MaxIQ

Hours saved per rep, every week

Crush quota. Win more deals

Integrations

Connect MaxIQ to your revenue stack

Integrates seamlessly with your tech stack

View all integration

Ready to scale intelligence across your revenue teams?

One view of every deal, from first call to renewal. Live in days.

Book a demo

Revenue Agentic Platform built forPipeline Forecasting

One context platform for every revenue motion. Inspect every deal. Understand every conversation. Call the forecast. Catch renewals before they slip.

A forecast you can explain

Know where to focus next

Show Recipes here. We can

Make strong sales habits repeatable

Agents ask the hard questions.

Work intelligently, not manually

Focus on high-impact opportunities

The CRM updates itself.

Nothing important stays buried

Renewals, caught before they slip.

Turn renewals into growth

Universal Context Graph

Purpose-built for every revenue workflow

InspectIQ

ForecastIQ

SuccessIQ

EchoIQ

AI-Native Revenue Intelligence Platform

Accelerate revenue impact within days

Connect MaxIQ to your revenue stack

Ready to scale intelligence across your revenue teams?

Revenue Agentic Platform built for
Pipeline Forecasting