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AggregateIQ CRM

In production
Lead to signed to onboarded · for aggregator staff

A recruitment pipeline built for brokers rather than adapted from a sales tool. It runs Broker Sidekick today, and it is the module most groups start with.

What it does

  • Kanban boards and stages built for broker recruitment
  • Candidate dossiers with source, campaign tags and pre enquiry behaviour
  • Onboarding checklists your brokers can watch from their portal
  • Per stage email templates, reminders and a server side outbox

How it connects

  • With Web
    Every lead arrives with the pages, guides and calculators they used before enquiring.
  • With Manage
    A signed candidate becomes a broker record without being retyped.
  • With Portal
    The onboarding checklist the candidate sees is the same one your staff are working through.

Bring your pipeline across

Migration from a spreadsheet or an existing CRM is part of onboarding, not an extra project.

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Other modules
WebBIManagePortalComply