ScaleIQ
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The acquisition-to-close operating system

The lead isn't the problem. What happens after the click is.

ScaleIQ pairs white-glove advertising with a sales workspace built for speed. Every lead routed and called in minutes. Every call, lead and sale visible to the owner — across every location.

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Owner dashboard · OneWater Marine
Avg speed to lead
2m 41s
↓ 38% vs last week
Calls today
412
↑ 12% vs last week
Appointments
57
↑ 21% vs last week
Revenue (7d)
$1.02M
↑ 9% vs last week
Leads per day
Leaderboard · this week
1Jake M. · Lake Lanier412
2Ava C. · Destin388
3Sam E. · Lake Norman351
< 5 min
target time to first call
4
role-based portals
2–4
branded landing pages per campaign
1
lead-to-close system
How it works

The customer experiences a person, not a form.

One closed loop from campaign to realized revenue — every step tracked, every decision logged.

  1. 1
    Ad click
    Meta, Google or your site
  2. 2
    Branded page
    Built to convert
  3. 3
    Routed instantly
    To the right rep
  4. 4
    Called in < 5 min
    Clock is always visible
  5. 5
    Appointment
    Booked and reminded
  6. 6
    Sale
    Attributed to the ad
One foundation. Four access layers.

Everyone sees exactly what they need — and nothing they shouldn't.

Total visibility

Owner portal

  • Leads, calls & revenue by location
  • Best manager & best rep, today
  • Speed to lead across every store
Coach the team

Manager portal

  • Uncontacted-lead alerts
  • Reassign leads in one click
  • Rep-by-rep response times
Built for speed

Salesperson portal

  • New leads first, with a live timer
  • One-tap call & disposition
  • Rank and points to the next spot
White-glove

ScaleIQ team portal

  • We run your ads & landing pages
  • Onboarding & integrations
  • Support inside the portal
Features

Built for one thing: getting salespeople to leads faster.

Speed to lead, enforced

Every lead starts a live clock. Reps get an instant text, untouched leads escalate automatically, and owners see the average across every location.

Call tracking built in

One-tap calling bridges the rep's phone to the lead, records the call, and logs duration and outcome. No more guessing how many calls were made.

Leaderboards that drive effort

One shared board per organization. Points for calls, connects, sub-5-minute contacts, appointments and sales — the fastest closers rise to the top.

Intelligent routing

Leads go to the available rep at the right location who has waited longest — and managers can reassign in one click.

Team messaging

Owners talk to managers, managers coach their reps — inside the portal, right next to the numbers.

Airtight data separation

Each organization's data is isolated at the database level. Owners never see another company's numbers.

Escalation alerts
Appointment booking
Ad spend & ROAS
AI call coaching
Industries

One platform. Seven editions.

The same lead-and-sales engine, configured with the workflows, fields and conversion logic of your market.

ScaleIQ DealerScaleIQ DirectScaleIQ InsuranceScaleIQ FinancialScaleIQ FranchiseScaleIQ CommerceScaleIQ Health

See every lead, every call, every location.

Get a walkthrough of the owner, manager and salesperson portals with your own numbers.

Book a demo Try the live demo