Close more sales.

Track, manage and report on all sales activity.

Help your team close more sales with simple, easy to use sales management tools. Track and categorise opportunities then centralise file notes, contacts, tasks, documents and emails relating to that opportunity. Use the reporting tools to get an understanding of the size and strength of your pipeline.

• Track and report opportunity by strength, closing period and sales manager.
• Store file notes, emails and documents in one single place.
• Set follow-up tasks for team members to complete.
• Use the drop box email functionality to automatically file opportunity-related correspondence.
• Analyse Win/Lose ratios to gain intelligence
• Access and deploy easily
• Access IcebergHQ outside the office network

Stay connected.

Simple, fast and well networked.

IcebergHQ is a modern platform, built to be simple, fast and work with the latest technology easily and efficiently. Because it is web-based, it allows access from anywhere. It's perfect for teams that work remotely or for frequent travellers. Intuitive to use with built-in help modules, you can start using it immediately.

• Web-based, accessible from anywhere
• Works on iPhone, Android and iPad
• Extremely easy to learn and use

Get organised.

Project management made simple.

IcebergHQ will help your team to efficiently deliver projects and manage accounts. With a simple centralised view, IcebergHQ can help create and track tasks, documents, file notes, contacts and emails relating to a project or account. While the team coordinate on the system, the project leader can be automatically kept up to date on progress by using the 'Alerts' feature.

• Keep team members on the same page.
• Track and manage all project related information
• Store file notes, emails and documents in one single place.
• Allocate and manage tasks for the team.
• Use the drop box email functionality to automatically file email correspondence and documents.
• Produce tracking and progress reports
• Automatically update project leader with the 'Alerts' feature

To-do lists on steroids.

Manage tasks and team activity.

Using IcebergHQ's task management module, you can assign and manage tasks for the entire team. View and track team activity based on project, opportunities, contacts or by standalone tasks.

• Centralised task management for teams
• View all Tasks or those particular to a project, opportunity or a contact
• View in 'list' or 'calendar' view
• Automatically send an email when task is allocated or updated
• Receive a daily summary email outlining all tasks due
• Track workloads

Hassle Free EDM.

Manage marketing campaigns with ease.

IcebergHQ integrates with the industry leading EDM platform Campaign Monitor. With IcebergHQ you can easily and simply synchronise subscriber lists between IcebergHQ and Campaign Monitor. Take away the hassles of managing subscriber lists and databases and instead focus on the message.

• Easily create segmented lists of contacts
• Track performance of campaigns
• Integrate seamlessly with industry leading Campaign Monitor EDM platform.
• Two-way synchronization of subscribers between IcebergHQ and Campaign Monitor

Track your time.

Manage the value of work done.

IcebergHQ has timesheet capabilities which means you can get greater insight into the true dollar value of your workload and direct your teams' efforts effectively and for the greatest return.

• Track and report time and money spent on projects
• Report on overheads
• Understand dollar impact of time spent on opportunities versus existing projects.

Filenote like a Lawyer.

Document Manager & Inbox Assistant

Making and storing filenotes is incredibly easy using the Iceberg Inbox function. Each IcebergHQ user is given a unique email address. Use this email address with any email correspondence (sent or received messages) and the messages will automatically be filed in the correct spot inside IcebergHQ.

You never need to copy & paste and you never need to worry about hunting down that important filenote.

Likewise, IcebergHQ is great for storing and sharing documents with your team. When emailing a client, a contact or a document, just BCC the Iceberg Inbox and it will be automatically filed against the contact, the project and the opportunity.