One command bar runs your pipeline, your tasks, your expenses, and your reporting. Here is the whole system, in the order you will actually use it.
Import your deals and contacts from a spreadsheet or start typing them in. Set your commission rate per line once.
"Called Ana, she wants a quote Tuesday." SidekickIQ logs the call, creates the task, and sets the date. Typed or spoken.
Earned and projected commission update as deals move. The Morning Brief tells you what to attack each day.
Deals, tasks, contacts, and activity logs from one sentence. SidekickIQ confirms before it writes.
Voice capture from your phone between visits. The thought gets caught before it is gone.
"What is Vertex worth?" "What closes this month?" Plain-English answers with the math shown.
Rates per manufacturer, splits, overrides, and owed versus paid. The number reps actually care about, always current.
Which deals need a push, what is overdue, what today is worth, and one recommended next action.
Say it, type it, or snap the receipt. AI reads the total after tip, date, and category. Mileage included.
Points, streaks, and a team leaderboard for moving deals and keeping a clean pipeline. Honest scoring, reversals included.
Day job, side gig, personal. One switch filters the entire app: CRM, tasks, projects, and expenses.
Export quotes in your company format, get an AI prep brief before any call, and draft follow-up emails that know the account.
The best way to motivate a sales team is to show them the scoreboard in real time. A salesperson who can see their revenue and commission live does not need to be pushed.
Built for sales teams. Not retrofitted for them. Agency plan adds team visibility, recognition, and the manager view.
Built from what real sales professionals ask for.
A scheduled email before a task is due. Configurable per task or globally.
Record on your phone, get the summary, action items, and deal updates, with consent built in.
Zapier triggers, a developer API, and enrichment that fills contact details for you.
30 days free. Add your deals, build your pipeline, and see your commission forecast before lunch.
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