# ClientIQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is ClientIQ the right Sales Intelligence solution for you? Explore 31 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/241576/ClientIQ/reviews

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ClientIQ

4.6 (31)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of ClientIQ

Ease of use

4.5

Customer Service

4.3

## Pros and Cons in Reviews

Altan A

EMEAP Data Transformation & Innovation LeadComputer Software, 10,001+ employeesUsed the software for: 6-12 months.

“With client IQ you can rapidly tap into the financials of your clients and prospects.“

February 10, 2022

## Showing most helpful reviews

Showing 1-25 of 31 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Art P.  
Business Value Advisor  
Computer Networking  
Used the software for: 2+ years

### "Finlistics"

February 15, 2022

4.0

Finlistics gives you awesome credibility with customers on mon-technical opportunities in our customers.

Pros

When you need to understand how your customers are performing financially this is the best tool. And if you need metrics to justify engagements Finlistics gives you that.

Cons

The purchase process is painful. They do not have a very simplistic way to purchase a license.

Review Source

SH

Steven H.  
Business Value Consultant  
Industrial Automation  
Used the software for: 2+ years

### "driving Insight into Selling"

February 23, 2022

5.0

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

FG

Fausto G.  
Value Engineer  
Information Technology and Services  
Used the software for: 6-12 months

### "Client IQ for Value Engineering"

February 15, 2022

2.0

Pros

Interesting KPIs and analysis of results. It's concentrate relevant informations.

Cons

Constant problems with login, KPIs should be updated, the blueprint could be less generic.

Review Source

DN

David N.  
Senior Account Executive  
Information Technology and Services  
Used the software for: 2+ years

### "Have Used ClientIQ For Business Development for Years, Keeps Getting Better"

February 10, 2022

5.0

I use ClientIQ often with new clients where I am doing business development work or for new solutions in an existing client. I have found the ClientIQ staff to be very helpful and flexible to help me get the most value from their software.

Pros

ClientIQ is very easy for novice users to get started with and create very useful output right away. The built in financial information and KPIs by industry are very helpful in developing financial justification. The "Power of One" capability provides an easy way to discuss benefits of a solution with a client. It offers both a tabular view of the data and a more graphical view of the financial data.

Cons

This is not a negative that is unique to ClientIQ, but if the client you want to use is private or a government client, then finding data can be challenging. However, I have worked with the ClientIQ team even in situations like that to help come up with proxy data that we could use to find estimated value from one of our solutions. Very fine precision is not the point of using a tool like this but rather a "directionally correct" answer that gets the conversation going with a the client and to have them provide the data we need to justify our solution.

Review Source

RH

Ran H.  
Director of Value Engineering  
Computer Software  
Used the software for: 6-12 months

### "Great product for an advanced enterprise sales motion"

February 11, 2022

4.0

Very easy to work with and eager to work with you to make you successful and improve their product.

Pros

Powerful insights on any publicly available company at an instant. Very detailed and financially sound analysis. Industry Points of View provide powerful insights into key functions, processes, priorities, KPIs, etc. Access to additional benchmarks that come from APQC and are not easily derived from a 10K provide additional insights. Quickly translates changes in KPIs to impact on cashflow to identify where to focus.

Cons

They have made significant improvements to the UI, but it's still fairly complex compared to other solutions in the market. For a Value Advisor, this would work GREAT, for a more novice user, it still misses that mark. I know this is in the works, but the ability to customize the analysis to our specific solutions and impact is still not something that can be easily done (or done at all?). The insights do not flow to a deliverable that can be taken as is to a customer. It's more of a way to prepare and inform your plans and deliverables. As with other solutions, the value of the platform is strong with publicly available companies. For private companies, the insights are limited to industry averages. So this would fit mostly people who are selling to large companies.

Review Source

RV

Ross V.  
Business Value Engineering  
Computer Hardware  
Used the software for: 2+ years

### "ClientIQ is Awesome"

February 19, 2022

5.0

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

MP

Monica P.  
Global Enablement Lead, Services Sales  
Information Technology and Services  
Used the software for: 2+ years

### "A Game Changer for ROI focused Sales Enablement"

February 10, 2022

5.0

Excellent. The interface has become more user friendly over time. The reports have expanded. When we use in sales enablement programs it helps sellers think through the eyes of their customers unlike any other approach we have tried.

Pros

The Power of One view which shows how much a one percent improvement across the most common KPIs per industry shifts seller mindset. The competitive view across main KPIs is also incredibly compelling. I love the standard reports also.

Cons

I would like there to be a path through which a seller walked, selecting most important KPIs, business functions, technical goals aligned to their pursuit which then generates a customized PPT so that the work sellers done in the tool is captured in a customer facing presentation

Reason for choosing ClientIQ

I have not compared ClientIQ to other products.

Review Source

DR

David R.  
Senior Industry Consultant  
Information Technology and Services  
Used the software for: 2+ years

### "Great Tool for Account Planning and Research"

February 10, 2022

5.0

Pros

Accessability to financial data and presented in a consistent manner and various levels of detail. The Value Modeling tool is a great tool for demonstrating he value added impact of a specific offering based on the latest client financial information.

Cons

There is a lot to consume here. Non-financial users may get confused with the potential overflow of informaiton when using the tool for the first time. However, having them run through the process with their finance team partner will drive more value.

Review Source

Altan A.  
EMEAP Data Transformation & Innovation Lead  
Computer Software  
Used the software for: 6-12 months

### "Talk with a CFO in it's language..."

February 10, 2022

4.0

I use ClientIQ to communicate ROAI, return on artificial intelligence initiatives.. This tool helped me close some critical deals when I set forth my financial analysis and the potential impact of the Analytical and ML solution I proposed financially...

Pros

With client IQ you can rapidly tap into the financials of your clients and prospects. It's very easy to benchmark financial data of similar or competitor companies, pinpoint where the business is strong and where the pain points lie...

Cons

ClientIQ data can be joined with open intelligence data about companies, is there a news or acquisition lately, leadership change etc. like in Owler...

Review Source

VR

Verified Reviewer  
OED Director  
Information Technology and Services  
Used the software for: 2+ years

### "Client IQ is a must for Selling "

February 19, 2022

5.0

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

GL

Gavin L.  
Management Consultant  
Government Administration  
Used the software for: Less than 6 months

### "Review"

February 15, 2022

4.0

Good

Pros

Easy to use for my role supporting government accounts

Cons

More australian content as well as new zealand content would be ideal

Review Source

JMC

Jean Michel C.  
Snr Account Executive  
Computer Software  
Used the software for: 2+ years

### "Client IQ For the win"

February 15, 2022

5.0

Very happy with the tool.

Pros

Detail on South African companies is correct and easy to access

Cons

Login experience is a little difficult. customer experience around login should be focused on.

Review Source

DJ

Dave J.  
Principal  
Information Technology and Services  
Used the software for: 2+ years

### "Client IQ - enabling competitive insight"

February 10, 2022

5.0

Pros

Building the picture of a client or industry at the top level, with the ability to then drill down into details (e.g. specific KPIs or business/geo segments within the client), is invaluable. It helps align a value proposition or solution story more effectively to what matters most to the client.

Cons

Having actual figures, alongside % changes, would be useful.

Review Source

MR

Meenakshi R.  
Business Analyst  
Information Technology and Services  
Used the software for: 6-12 months

### "Opinions and expectations"

February 22, 2022

4.0

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

DW

Douglas W.  
Project Manager  
Information Technology and Services  
Used the software for: 2+ years

### "Get smart with ClientIQ"

February 14, 2022

5.0

Great tool for enabling a huge sales team to gain insights into their customer or industry.

Pros

ClientIQ provided great company and industry analysis all in one place. The discovery questions and frameworks were well designed for sellers new to their role or industry.

Cons

Interface in older UI in particular was rather basic, not visually pleasing. Would like to see more relevancy for public sectors and governments.

Review Source

RR

Ronald R.  
Principal Value Engineer  
Information Technology and Services  
Used the software for: 6-12 months

### "FinListics ClientIQ is a great resource for developing winning account strategies."

February 10, 2022

4.0

FinListics ClientIQ is an invaluable resource for developing winning, insightful, and resonating account strategies for sales enablement.

Pros

The most impactful features of FinListics ClientIQ are its competitive comparisons, power of one valuations, and industry blueprints.

Cons

The main opportunity for FinListics ClientIQ is greater depth of analysis when it comes to the actual strategic goals/objectives for each organization.

Review Source

AF

Alex F.  
Tech Consultant  
Information Technology and Services  
Used the software for: 6-12 months

### "Amazing reporting capabilities"

February 18, 2022

5.0

Pros

What I like the most is the ease of use and reporting capabilities it offers. Its always useful to export the insights to PDF to share internally/externally

Cons

An even-better-if for me would be to have the ability to customize the pieces of information to be added to a report that I want to export to PDF.

Review Source

JW

Joe W.  
Outcome-Based Selling  
Industrial Automation  
Used the software for: 2+ years

### "CLientIQ"

February 11, 2022

5.0

Outstanding tool that we integrate more and more into our sales process and methodology

Pros

Easy to use. Global companies. Lots of information collated and analyzed for you.

Cons

Customization - but that is coming! some navigation, but 2.0 cleaned that up.

Reason for choosing ClientIQ

The tool and the people

Review Source

AM

Anthony M.  
Sales Development Representative  
Information Technology and Services  
Used the software for: Less than 6 months

### "Great tool for Sales"

February 18, 2022

4.0

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

DW

Daniel W.  
Principal Industry Consultant  
Computer Software  
Used the software for: 6-12 months

### "Helpful for account planning "

February 18, 2022

5.0

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

BK

Burton K.  
Territory Partner  
Information Technology and Services  
Used the software for: 6-12 months

### "ClientIQ / Finlistics"

February 10, 2022

4.0

Pros

Easily produces peer comparisons to help understand clients.

Cons

The SWOT charts are automated and lack the strategic fullness of analyst produced SWOT charts.

Review Source

SC

Samantha C.  
Director of Sales  
Information Technology and Services  
Used the software for: Less than 6 months

### "First time User Review "

February 11, 2022

5.0

Helps provide background and provide information for account planning purposes

Pros

ClientIQ is surprisingly easy to use without any training - very intuitive. I use ClientIQ to research on customers and prospects and ClientIQ provides quick info on business performance , financial info etc.

Cons

Too much emphasis on financial data - this could be good if you are researching the ompany for investment but I would like to see more info on who are the competitors which are currently missing.

Review Source

MD

Mackenzie D.  
Solutions Sales  
Information Technology and Services  
Used the software for: Less than 6 months

### "Excellent Resource for Client/Competitor Financial Information"

February 18, 2022

5.0

This tool has allowed me to gain financial insight into both my clients and competitors which has been helpful in justifying the financial benefits of investing in a solution.

Pros

The power of 1 feature has proven to be incredibly useful in financial conversations.

Cons

I wish there was more information on the privately held companies.

Review Source

JK

Joe K.  
Cloud Solution Architect  
Information Technology and Services  
Used the software for: Less than 6 months

### "Client IQ"

February 10, 2022

5.0

Pros

I really like the My Pursuits feature is a great tool for creating value proposition and aligning to my clients goals and business challenges

Cons

I think the news features on each client could be improved. What's going on in the market that has an impact to the client. Some analysis on what they are doing well/badly compared to market competitors

Review Source

VR

Verified Reviewer  
IBM Cloud Technical Specialist  
Information Technology and Services  
Used the software for: Less than 6 months

### "Use of the tool"

February 18, 2022

5.0

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

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