# ClientIQ Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about ClientIQ Software - reviews, pricing plans, popular comparisons to other Sales Intelligence products and more. Source: https://www.capterra.com/p/241576/ClientIQ --- # ClientIQ Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) ClientIQ ## What is ClientIQ? FinListics Solutions helps enterprise sales organizations harness & leverage the power of Insight-Led Selling to engage prospects with value-driven narratives that create competitive separation, and build trust & credibility at scale. Our award-winning Sales Intelligence platform, ClientIQ, equips advanced-level sellers with financial data, context, insights, and tools to inform a point of view and demonstrate a deep understanding of a prospect's business performance challenges & opportunities. ## What is ClientIQ used for? [Business Intelligence](https://www.capterra.com/business-intelligence-software/)[Competitive Intelligence](https://www.capterra.com/competitive-intelligence-software/)[Statistical Analysis](https://www.capterra.com/statistical-analysis-software/) Top alternative Featured Overall rating Based on 31 user reviews Reviews sentiment Positive 97% Neutral 0% Negative 3% Contact vendor for pricing Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ClientIQ?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.finlistics.com&name=ClientIQ) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ClientIQ 4.6 (31) VS. [4.7 (260)](https://www.capterra.com/p/150695/Lucky-Orange/reviews/) Starting Price Contact vendor Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (31) Ease Of Use 4.6 (4) Value For Money 4.7 (16) Value For Money 4.6 (3) Customer Service 4.3 (21) Customer Service 4.7 (3) ## ClientIQ alternatives [4.4 (12)](https://www.capterra.com/p/10004983/SAS-Viya/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.4 (13)](https://www.capterra.com/p/184445/Infotools-Harmoni/reviews/) Starting price $2000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.6 (2,317)](https://www.capterra.com/p/151962/SEMrush/reviews/) Starting price $139.95 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.5 (388)](https://www.capterra.com/p/109731/Minitab-Statistical-Software/reviews/) Starting price $1851.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Data Visualization 4.6 (7) 100.00% of 7 reviewers that rated this feature as important or highly important Graphical representation of data Reporting & Statistics 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Statistical Analysis 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Apply statistical/mathematical models to sets of data Benchmarking Compare key metrics for the business against prominent players in the industry Customizable Reports Alter the layout and content of reports Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics ClientIQ 15 features Compare key metrics for the business against prominent players in the industry Alter the layout and content of reports Assembly of graphs and charts for visualizing and tracking statistics/metrics Graphical representation of data Caters to sales teams Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Evaluate the degree to which business operations bring monetary gains Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Access, combine, transform, and store data without the help of an IT department Apply statistical/mathematical models to sets of data At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Review data from past periods to reveal recurring tendencies and predict future performance Visually identify direction of development and areas that require attention Interact with data visualization elements, such as charts and graphs, to drill down into data Get Advice We can help you find the software with the features you need. Features 4.5 (31) 4.5 Based on 31 reviews ## Pricing Value for money 4.7 (16) ### Starting price Contact vendor for pricing Free trial not available Value for money 4.7 (16) 4.7 Based on 16 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (21) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (21) 4.3 Based on 21 reviews ## User reviews Overall rating 4.6 Based on 31 reviews Filter by rating 5(22) 4(8) 3(0) 2(1) 1(0) Mentioned topic Sorted by most recent SH Steven H. Business Value Consultant Industrial Automation ### "driving Insight into Selling" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 23, 2022 Excellent knowledge and helpful professional team. Pros Comparing competitor business performance and calculating the net cash flow benefits if you could match your competitors' performance is a game-changer in a Sales Pursuit. The old ClientIQ was very easy to use but looked a little dated. The new ClientIQ 2 looks awesome and screenshots from it are much more likely to be incorporated in my customer presentations directly (saving me time transcribing numbers from the old ClientIQ). The Pursuit feature is quite nice for maybe having an interactive conversation with a client, but Im not sure it can accommodate the full subtleties of a Digital Transformation pursuit discussion. It might be good to map the primary pursuit topics/use cases, that Rockwell discuss, against the pickable options available in the Pursuit builder. Cons Verifying that reasonable competitors have been chosen by the system demands that we check which SIC codes they are categorised as. At the moment you cannot easily see this when \[a\] checking the competitors chosen and \[b\] when checking potential replacement competitors from the wider list. I would also like People Productivity to have the 'Cash Flow Improvement' calculations done as default (most things I talk about improve people productivity). I would like to see Depreciation listed too - as this indicates if (say) their competitors have more modern equipment than them, and also happen to perform better - its a good goad/leveller. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MR Meenakshi R. Business Analyst Information Technology and Services ### "Opinions and expectations" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 22, 2022 Amazing very helpful for basic financial analysis, very informative ,easy to use. We really appreciate the way of presentation in the business profile first sheet. Would want to explore more of value modelers. we will encourage the Finlistics team to quickly update their financial from 2021's annual report and add more data in the communication industry- operational KPI's , some additional information on subscribers, segments, ARPU, Churn, NPS etc. Pros The peer ratio analysis in client assessment report and the company insights. Cons It doesn't have a list of medians region wise and when we see the companies ranked in communication sector, They aren't ranked correctly based on market size or revenue. It should provide operational KPI's too like churn ARPU NPS CSAT etc. Power of one is done by what if method which is way to unrealistic. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AS Atsushi S. CA Information Technology and Services ### "Good " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 20, 2022 Pros Good features and it\`s easy to navigate Cons Nothing Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RV Ross V. Business Value Engineering Computer Hardware ### "ClientIQ is Awesome" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 19, 2022 Pros The ease of use and quality of data is instrumental in our account planning and research processes. The value modeler capability is a significant asset to our working with our customers to build value stories. Cons If the data entered for a company in the value modeler could be "copied" or used to apply the same calculations to another company, this would be a huge time saver. Right now, you have to remember what items you selected and the %s and values you entered to create a similar model for another company. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User OED Director Information Technology and Services ### "Client IQ is a must for Selling " 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 February 19, 2022 Pros business driver and conversation guide for each c level Cons lack of local industry data and need to increase the frequency in updating the information Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AM Anthony M. Sales Development Representative Information Technology and Services ### "Great tool for Sales" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 18, 2022 I really like the reports function, I use it all the time during the week. It gives me extra insights and gives me more credibility on the phones. Pros If a company I am prospecting for is on there, I really like the reports at the bottom to get additional details on their initiatives, as well as trends in the industry. Easy to digest. Cons Sometimes smaller firms won't be on there. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DW Daniel W. Principal Industry Consultant Computer Software ### "Helpful for account planning " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 February 18, 2022 Pros I like the info on financials and operating segments for companies. Calling out opportunities is helpful as well. Cons Would be helpful to be able to easily get to competitive insights for the many categories that I company competes in. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User IBM Cloud Technical Specialist Information Technology and Services ### "Use of the tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 February 18, 2022 Pros It was easy to navigate and use for search competitive analysis Cons The interface looks quite old and not so appealing for the user Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NT Neil T. SE Information Technology and Services ### "Easy to use Finlistics" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 18, 2022 Pros This was my first time using Finlistics. It was easy to access and find info aI was looking for. Very helpful. Cons There is definitely a lot of information provided. Just takes time to understand each of the sections. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DD Donna D. Business Development Telecommunications ### "Helps sellers focus on meaningful conversations with their customers." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 February 18, 2022 Pros Ease of use- industry trends and product disrupters were of particular interest. Cons Would like additional information on each company like stock price trending Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/241576/ClientIQ/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)