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What is Zoomia?

We provide a cloud-based solution aimed at streamlining a diverse array of business operations. Our platform is designed for exceptional flexibility and quick implementation of IT initiatives, making it suitable for numerous automation tasks, regardless of your skill level. To begin, just fill out the online registration form and confirm your email and phone number to access the platform. Although viewing the tutorial video is not mandatory, it offers crucial information on making the most out of the platform. Once registered, you can start customizing the system to align with your organization’s unique needs by submitting support requests or utilizing the integrator panel. From the very beginning, you will have access to the essential functionalities, while also having the option to deploy additional functional modules at the same time. Features including automated workstations, cloud services, document management, and accounting are effortlessly incorporated into various businesses, ensuring they remain compatible regardless of their longevity or sector. This adaptability allows organizations to significantly boost their operational efficiency and seamlessly respond to changing demands. As you explore the platform, you’ll discover even more tools and capabilities that can help drive your business forward.

What is IQProspects?

IQProspects is a streamlined CRM growth engine tailored for banks and credit unions, aimed at improving sales and service capabilities. Given that top commercial bankers dedicate much of their time to interacting with customers and potential clients, this platform offers a solution that promotes relationship-building, even when they are away from the office. The Quest Analytics mobile applications significantly boost productivity outside traditional work environments, allowing bankers to maintain connections and efficiency seamlessly. IQProspects diligently monitors every stage of the loan process, from the initial opportunity through to underwriting and final closing. For those facing challenges with loan processing delays, the customizable workflow in IQProspects optimizes operations, ensuring that loans are processed both quickly and accurately. The process starts by identifying a prospect, and Quest tracks the progression throughout this entire journey. Furthermore, IQProspects includes new marketing event management functionalities that empower institutions to manage various initiatives—such as golf outings, charity events, or other marketing efforts—aimed at enhancing relationships. This comprehensive toolset not only improves productivity but also cultivates stronger bonds with clients and the wider community, ultimately redefining how banks and credit unions engage with their stakeholders. By integrating these features, IQProspects positions itself as an essential partner in the evolution of modern banking practices.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$15 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Capstone

Date Founded

2018

Company Location

United Arab Emirates

Company Website

zoomia.org

Company Facts

Organization Name

Quest Analytics

Date Founded

2001

Company Location

United States

Company Website

www.quest-analytics.com/iqprospects

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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