Q CRM, Reimagined
Own the Full Investor
Lifecycle with
AI-native Q CRM
Move beyond simple contact management. Q4 is the industry's first AI-native CRM platform that connects investor intent, ownership data, fundamental analysis, and deep industry news to fuel proactive engagement, empowering you to precisely identify, target, and retain the right long-term shareholders.
Your Direct Interface
to Investor Intelligence
to Investor Intelligence
Forget the clicks, tabs, and manual entries. You interface with your CRM through Q, making every interaction as simple as a conversation.
Instant Meeting Prep
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Ask Q for a briefing on any institution or person before you jump on a call.
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Q pulls Surveillance, CRM, and Market Intelligence into one concise brief.
Seamless Documentation
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Dictate or type your meeting notes.
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Q logs, categorizes, and organizes them automatically.
Active Buyer Detection
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Ask Q to surface which investors are already paying attention, so you know where to focus next.
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Q bridges Website Analytics with CRM and Surveillance to identify high-potential targets before they even reach out.
Post-Earnings Follow-Up & Outlook Sync
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Identify key sellers quickly and prioritise outreach to stay ahead of shifting sentiment, with Microsoft Outlook seamlessly capturing every interaction in your CRM.
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Q links Surveillance and Microsoft Outlook, allowing you to respond to market shifts in minutes.
“Previously, without Q, we’d go into the CRM and look at previous meetings with the investor and pull out some takeaways.
Now we go into Q and ask, ‘Give me the top five themes of the last five meetings,’ and it’s done in a fraction of the time.”
- Forrester TEI Report
A UNIFIED ECOSYSTEM FOR STRATEGIC IR
The Q4 Advantage
Legacy CRMs only tell half the story. Q4 provides a single, AI-powered source of truth by natively integrating proprietary behavioral signals with surveillance data, ensuring your outreach is always backed by the full weight of your data ecosystem.
Surveillance Integration
Flow shareholder data into your workflow, with Q surfacing shifts in positions and investor movements as actionable signals.
Investor Intent
Connect website visits, event attendance, and surveillance data to understand investor behaviour and buying patterns.
Webcast Integration
Combine proprietary notes and spreadsheets with Q4’s global dataset to create a complete view of every stakeholder.
Zero Data Gaps
See which analysts and investors attended your earnings calls, directly within their profiles.
Website Intent
Track which institutions are engaging with key pages like Governance or SEC filings in real time.
Outpace your Legacy CRM
Built for the Enterprise: While the experience is intuitive, the foundation is rigorous and secure. Fully SOC2 Type II compliant and trusted by the world’s largest IR teams.
Q4 AI-Native CRM
Visibility
Real-time tracking of website visitors and event attendees.
Intelligence
Proprietary signals that predict future moves.
Workflow
A single conversation with Q to unlock insights.
Ecosystem
Website, events, and intelligence in one unified platform
Legacy CRM
Visibility
Manual tracking of known contacts.
Intelligence
Reactive data based on past trades.
Workflow
Dozens of clicks to find a single data point.
Ecosystem
Disconnected data from 3-4 vendors.
The "Digital Footprint"
Unified Engagement Analytics
Stop Guessing, Start Knowing: Q4 bridges the gap between your digital presence and your CRM.
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Webcast Integration: See which analysts and investors attended your last earnings call directly on their profile.
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Website Intent: Track which institutions are viewing your "Governance" or "SEC Filings"pages in real-time.
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Activity Scoring: Prioritize your outreach based on a proprietary engagement score that combines digital behavior with past meeting frequency.
Empower Your C-Suite
High-Velocity Meeting Preparation
Eliminate manual prep and provide your executives with the context they need to win the room.
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Automated Briefing Books: One-click generation of comprehensive "Tearsheets" including investment style, historical sentiment, and biographical data.
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Mobile-First Itineraries: Real-time schedule updates delivered to your management team’s devices during NDRs and conferences.
Efficiency at Scale
AI-Powered Workflow (IRO Agent™)
Use IR-trained AI to remove the administrative burden of IR.
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Smart Transcription: Convert meeting audio into structured notes automatically.
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Sentiment Tracking: Sentiment Tracking: AI detects shifts in investor tone over time, alerting you to potentialsell-side risks.
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Automated Logging: Seamlessly syncs with Outlook and Gmail to ensure no touchpoint is ever missed.
Lead the Conversation
Stop reacting. Start shaping your story.
Your CRM is only as good as the data feeding it, and how fast you can act on it. With Q4, you aren’t just storing data; you’re unlocking a proactive IR strategy.