# ModuleQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is ModuleQ the right Business Intelligence solution for you? Explore 26 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/232818/ModuleQ/reviews --- ModuleQ 4.5 (26) [View alternatives](https://www.capterra.com/p/232818/ModuleQ/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of ModuleQ Ease of use 4.8 Customer Service 5.0 ## Pros and Cons in Reviews RF Roy F Account ManagerFinancial Services, 10,001+ employeesUsed the software for: More than 2 years. “Ease of use and almost no setup time is also a big plus, and of course the integration with LSEG's/Refinitiv's news and data!“ September 21, 2022 ## Showing most helpful reviews Showing 1-25 of 26 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Tamara G. Senior Analyst, Sales Enablement Financial Services Used the software for: 1-2 years ### "Partnership Review" May 10, 2024 5.0 Pros ModuleQ is a dynamic partner for enhancing workplace productivity, offering AI-driven insights directly within Microsoft Teams. Its seamless integration with Office 365 and Salesforce ensures that users receive timely and relevant content, tailored to their work patterns. The overall value and convenience provided by ModuleQ's intelligent solutions make it a positive addition to any team's toolkit. Cons Could benefit from more granular reporting to make connections between what content is being delivered and individual user interests and trends for actionable insights. Review Source VR Verified Reviewer CSM Financial Services Used the software for: Less than 6 months ### "ModulQ Review" March 24, 2025 4.0 Excellent and white gloves level over all experience with Francesca. Pros very high potential for what ModulQ is trying to get you to accomplish Cons Some synching issues in terms of ModulQ being able to easily identify certain companies Review Source RF Roy F. Account Manager Financial Services Used the software for: 2+ years ### "Great AI assistant, lacking local language support/relevance" September 21, 2022 3.0 Pros I love the pre-meeting briefs, integration with Salesforce, email, calendar, etc. Ease of use and almost no setup time is also a big plus, and of course the integration with LSEG's/Refinitiv's news and data! Cons Coming from Israel and managing Israeli clients only, many times the integration with Salesforce does not pick up the right accounts which results in irrelevant information. Moreover, even when the right accounts are being picked, the information is being searched in English and missing most of the Israeli media / Hebrew news relevant to the companies I'm meeting. If it would've local language support, this would've been a game changer for me. Review Source VR Verified Reviewer Manager Financial Services Used the software for: 2+ years ### "Keep up to date with your client's developments, in seconds" June 14, 2024 5.0 Pros Delivery through Teams is extremely convenient. The merge between internal CRM content and external news sources is great. Your interests are automatically picked up from your Outlook activity. ModuleQ has found some gem news articles that I would have never found myself manually Cons Better location focus would help. More often than not I want to see news that are happening in my town, not across the ocean. Review Source PS Peter S. Customer Service Management Financial Services Used the software for: Less than 6 months ### "Very Good experience thus far" August 1, 2024 5.0 Very good. solid service with lots of good information for the end-user. Pros clean set up with the help of ModuleQ Rep. Nice targeting ability to the customers I support (and anything else I am interested in). This keeps me up to date on company/market news as I don't always have time to keep abreast of up to date news. Cons There is a wide variety of sources can be overwhelming. I need to tighten that up a bit. Review Source VR Verified Reviewer Managing Director Financial Services Used the software for: 2+ years ### "A Truly Smart Assistant for Customer-Facing Professionals" November 30, 2022 5.0 ModuleQ has literally changed the way I prepare for customer meetings, do my industry and customer research, and share insights with my team. It saves me time, gives me more confidence that I have not missed major external news before a meeting, and gives me interesting talking points in even the most difficult customer conversations. We saw that our sales teams who used ModuleQ regularly were booking more customer meetings and so there is a direct impact to sales effectiveness as well. Pros Some of the best features of the product are its simplicity, ease of use, ease of integration, flexibility to customize for different roles (eg banker, sales person etc), and it's rapid and unobtrusive learning model. Time to a high level of effectiveness is less than 3 weeks. The insights come to you, rather than you having to search for them, and the helpfulness of this in the workflow of a busy professional cannot be overstated. Using ModuleQ allows me to be better prepared for any customer or prospect conversation! Cons Some of the nice to haves for this software (I believe some are on the roadmap), would be availability of premium research content, ability to collaborate using the insights, new data sets (eg deals, ESG), and integration into other sales / frontline tools, for an even more seamless user experience. Review Source Nick S. Refinitiv Access Implementation Lead, AMERS Financial Services Used the software for: 6-12 months ### "Timely half page summary information you want, in 1 place, collated from multiple sources" October 31, 2022 5.0 This is a must have tool for anyone who works with customers - Sales, Customer Success, Sales Engineering, Products (who engage with Customers in describing their products' features and functionality), Marketing (distributing product info to customers). Pros Timely information in 1 place, collated from multiple sources, summarized to about half a page - only about what I care to know, and nothing about what I don't care to know! I can train it to improve as well. Cons Not really a con, as we all know that getting private company information is a big difficult. However, if you contact awesome ModuleQ folks, they even get those "turned on" fairly quickly. So, what may appear as "not working well", turns back into the "pros" section! Review Source VR Verified Reviewer Account Manager Capital Markets Used the software for: Less than 6 months ### "Account Management" March 21, 2024 4.0 It's been a very positive experience so far. I've only used it for a short time. However, what I've seen so far has been helpful in my daily workflow. Pros The application knew when I had a meeting with a client coming up on my calendar. It automatically brought in news and analytics about the said company prior to my call. Cons I'm waiting for more features with the product. Review Source VR Verified Reviewer Sales Enablement Manager Financial Services Used the software for: 6-12 months ### "Making an impact with Sales teams" September 29, 2022 4.0 We are delivering new sales collateral to our sales teams in MS TEAMS based on their preferences. ModuleQ team is great to work with. Regular cadence of meetings to discuss progress and new ideas. Team are very responsive. Pros Proactively delivering useful information/content to sales managers. Easy to set up. Integrated into MS Teams. Cons Would like to see more on the AI side around how it learns from responses and what it changes for a user when it comes to content delivery. Review Source VR Verified Reviewer Account Manager Financial Services Used the software for: 1-2 years ### "Very useful for sales" October 3, 2022 5.0 The ModuleQ team is helpful and responsive. Pros Delivers a complete, relevant and concise summary of the news related to the topics I am most interested in (my clients). Cons ModuleQ having data from SalesForce as well would be useful. Review Source UU Ulvi U. Business Consultant Financial Services Used the software for: Less than 6 months ### "New User to Module Q" June 17, 2024 4.0 I am Interested in the add-on, yet making the information consumable is the key. Potentially less information but more relevance, based on my job profile. Pros Daily rhythm of information distribution is keeping me up to date Cons Too much info makes it less consumable; relevance is a clear factor Review Source EF Eric F. Sales Ops and Enablement Financial Services Used the software for: 1-2 years ### "Information people care about, delivered where they work, and easy to action" October 7, 2022 5.0 The team at ModuleQ listened and learned what we were trying to solve for, partnered with us on a solution and process that worked for all, and it led to a highly successful deployment. It was the opposite of a transactional experience, and embodied the right approach to long term collaboration. Pros It is up and running instantly and delivering value within hours. It gave us a new way to make sure that our users got critical information delivered to them in Teams, which was where people wanted to get information. The support was tremendous and the potential has endless limits. Cons Nothing that was a big con that comes to mind. Review Source CH Chris H. Strategic Program Manager Financial Services Used the software for: 6-12 months ### "Great Product " March 5, 2024 5.0 It's fantastic, and the support team couldn't be more helpful Pros Easy to use and configure to individual preferences. The content is great and really detailed. Cons At times you receive the same content on a number of occasions. Review Source SD Simone D. Solution Consultant Information Technology and Services Used the software for: 2+ years ### "Fantastic pre-meeting analysis" January 18, 2023 5.0 Having used ModuleQ for some years now I love how it has integrated into my experience in Teams and with Refinitiv allowing me to get market insight, connect quickly to the relevant market data and find key news pieces that add to the quality of my customer interactions. I couldn't stress enough how easy it has been to set up and how relevant the news and updates I receive are to my day-to-day business conversations. Pros It gives me frequent and customizable updates around what is happening in the market with my customers and keeps me informed on key developments so I always have something to start the conversation with. Cons I would love to see this be developed to include individuals as well for when I'm speaking to HNWI individuals, for example, but I can imagine that will soon follow suite. Review Source AK Antonio K. Sales specialist Information Technology and Services Used the software for: Less than 6 months ### "Good for news " May 17, 2024 4.0 great so fat, i take a look from time to time to see if i am missing out on news Pros news integrated to my opportunities in salesforce Cons limited functionalities and parameters to tweak for the opportunities in salesforce, but i expect this will be improved Review Source mM meryem M. Partnerships Financial Services Used the software for: 6-12 months ### "Useful tool " November 10, 2023 5.0 Pros Easy integration. Automation pre meeting briefing Cons There is nothing that i dislike about this product Review Source CM Chris M. Head of Sales Technology Financial Services Used the software for: 1-2 years ### "Timely and actionable insights for salespeople" September 26, 2022 5.0 ModuleQ is used by our highest performing salespeople to consistently beat quota. Armed with the right insights at the right time, our sellers are better equipped to advance the customer conversation in both sales and retention efforts. Pros Super easy to configure and set up. Instantly starts providing insights, which continuously improve through AI. Pre-meeting briefings provide just-in-time insights about clients and prospects. Cons There was some transitional work to migrate onto our new Office365 tenant. Review Source kM kendall M. CSM Financial Services Used the software for: 1-2 years ### "A useful tool" September 29, 2022 5.0 Very positive and it keeps improving. Pros The way it links what I follow and alerts me to what I am interested in Cons takes daily work to tune is and load all the data I cover Review Source FS Francisco S. Customer Success Manager Financial Services Used the software for: 1-2 years ### "ModuleQ " October 9, 2023 5.0 Good so far. Support from customer success managers has been great in particular. Pros Interesting articles sent to me based on my preferences. Quick snapshot of news impacting client ahead of a meeting. Cons Roadmaps for LSEG/ModuleQ would be nice to see, otherwise, no cons to think of. Review Source JM Jay M. Sales Specialist Financial Services Used the software for: 1-2 years ### "Excellent Source For BI and Prospecting " September 27, 2022 5.0 Very Good - Highly recommend Pros I am a Teams User for ModuleQ - I like the way I receive business critical information on a daily basis Cons Only thing I would suggest is a more intuitive curated version of certain topics. Review Source PD Peter D. Sales Specialist Financial Services Used the software for: 6-12 months ### "LSEG Sales specialist review" March 29, 2024 4.0 Very positive and a no brainer to use for a sales person Pros easy to use and high level headlines are great to read through prior to my day/week of meetings Cons some non applicable articles and links but not too man Review Source EB Ewa B. Sales Financial Services Used the software for: Less than 6 months ### "Review of ModuleQ" November 29, 2023 4.0 Pros Meeting prep summaries are useful to some extent Cons Redundant news stories on irrelevant entities Review Source AV Allan V. CSM Financial Services Used the software for: Less than 6 months ### "Module Q review" December 26, 2023 5.0 Pros Excellent assistance and post sale service. Cons No implementation with Sales Force with all the domains in my company. Review Source JY Joyce Y. Customer Success Manager Financial Services Used the software for: 6-12 months ### "Daily news" March 6, 2024 4.0 Pros I like the feature of receiving news in Microsoft Team for the companies that I am interested in. Cons I have not experienced anything that I don't like yet. Review Source CK Christiane K. CSM Financial Services Used the software for: Less than 6 months ### "Good service" December 2, 2022 4.0 Good experience so far, information about companies we are going to meet is provided as soon as the invitation is in outlook. Pros The software is easy to use and very reactive. Cons Would like the software to incorporate all companies in advance. Review Source Similar Products Featured ## Related categories [Insight Engines](https://www.capterra.com/insight-engines-software/)[Business Intelligence](https://www.capterra.com/business-intelligence-software/)[Customer Success](https://www.capterra.com/customer-success-software/)