The Conversion Engine for Financial Pros
More than a CRM. TwisterIQ empowers professionals with the tools to market smarter, engage prospects, and convert more clients—without tech overwhelm.
Why TwisterIQ? Because Conversion Matters
TwisterIQ was built by sales-driven professionals who understand lead conversion inside and out. Unlike data-heavy CRMs, ours is purpose-built for engagement: it helps you stay top-of-mind, build client trust, and drive consistent results — whether you're a solo agent or managing a growing team.
Multi-Channel Marketing (SMS, Email, Voicemail, Social)
Prebuilt Campaigns (Reviews, Birthdays, Holidays, Cross-sells)
Integrated Scheduling with Smart Reminders
Complete Sales Pipeline Visibility
ContactConnect™ Page Showcasing Online Reviews
Mobile-First Funnel Engagement
Data Hygiene: Clean Up & Reactivate Your Book
Built-in Social Media Planner
Integrated Enhancements
Unlock added firepower with purpose-built tools that elevate your outreach, quoting, and automation capabilities—designed to help financial professionals convert more, scale faster, and streamline the sales journey.
TwisterIQ Dial
Supercharge your outbound activity with our integrated Sales Dialer. Quickly connect with prospects, personalize conversations on the fly, and move more leads through your pipeline—directly within TwisterCRM.
TwisterIQ Quote (coming soon)
Our integrated life insurance quoting tool gives you instant access to top-rated carriers or lets you curate your own favorites. Use paid access or a free quoter link through an affiliated agency. You focus on client conversations—we handle the backend.
TwisterIQ Review
Financial Pros can effortlessly collect reviews on Google, Facebook, and Agent Review.net. Boost your visibility, build trust, and manage your online reputation — all from one easy-to-use platform.
Success Snapshot:
A financial advisor used TwisterIQ to clean up a dormant database, reengaged old leads through automation and AI-powered follow-up, and booked over 47 appointments
Book a Demo Today to see TwisterIQ in action
Want to see how it all works together?
