# 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/pricing

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# 

 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.

[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/)

Overall rating

Based on 31 user reviews

Reviews sentiment

Positive

97%

Neutral

0%

Negative

3%

Contact vendor  
for pricing

Free trial  
not available

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## 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

[4.4 (13)](https://www.capterra.com/p/184445/Infotools-Harmoni/reviews/)

Starting price

$2000.00

Per User, Per Month

[4.6 (2,315)](https://www.capterra.com/p/151962/SEMrush/reviews/)

Starting price

$139.95

Per User, Per Month

[4.5 (387)](https://www.capterra.com/p/109731/Minitab-Statistical-Software/reviews/)

Starting price

$1851.00

Per User, Per Month

## 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

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## 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/)

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