Optimising Professional Services Investment in CRM and PSA Technology
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How we help

We work with our clients to ensure their investment in new technology delivers a return through improved and streamlined business processes.  Once implemented, our experienced team will help you to continually enhance your system usage to support your business over time, as you grow and develop.

Core Services

Supporting professional services firms with their system requirements across implementation, adoption, data migration, training, managed services support and integrations

We’ve been working with iQlink since March 2022, who support us with both our Consultant Portal and Kantata SX. The team have been fantastic from day one – highly knowledgeable, refreshingly responsive and always happy to help (even when it involves going above and beyond). Most importantly, they’ve taken the time to understand our operations and ways of working, and we’ve been really impressed by their ability to find, not just a solution, but a solution that works for us. A joy to work with!
Catherine Oates
Head of Operational Improvement
Eden McCallum
We have worked with iQlink over the past two years implementing and optimising our integrations. Michael and the team are very helpful and accommodating to our requests and seem to find a solution to every request. We would highly recommend them.
Client Data & Campaigns Manager
Gilbert & Tobin
Made Tech work with iQlink to deliver both incremental and major improvements to our Kantata and Salesforce implementations. The team’s responsiveness, deep expertise in the system and ability to engage as consultants with the business outcomes we’re trying to deliver make them a valued and important partner for us.
Sam Paice
Head of Business Operations
Made Tech
iQlink is the best in the business. Mike and his team have provided guidance, support, and expertise through the full cycle of our firm’s cloud CRM implementation. They have helped us integrate business critical systems including Salesforce, 3E Elite, ERM, and Sitecore as well as assisted in the development of custom applications that extend the features and functionality of the core platform. The iQlink team possesses a rare combination of technical skills, strategic perspective, and extensive experience with the legal vertical. We are fortunate to continue our partnership with iQlink and would highly recommend their services to any legal/professional services firm looking to make substantive improvements to their MarTech stack!
Senior Digital Marketing Manager,
Am Law 200 and Global 200 Top 50 Firm
Working with iQlink over the past few months has been absolutely amazing. The crew is expert, approachable, responsive, and professional. They met our needs and provided us with high-quality services. They succeeded in transforming our ideas into a well-designed, user-friendly application system. We would highly recommend them.
Theresa Ellis
Senior Project Manager
iQlink have navigated Optima Partners brilliantly through the Kimble PSA this year, to help us improve the use of the platform in line with our business model changes. We have taken leaps and bounds in the use of Kimble, and in the reporting that we get out of it. Dashboards for each level within the company now exist with handy links to vacation, relevant reports etc. Exec reporting is easily done with most of our KPIs now in report form. It has been a fantastic relationship from which we are all now reaping the benefits.
Justine Muir
Optima Partner

Company news

New CRM Hire Q2 2024 - Dave Harris
Jun 10, 2024

iQlink continues to grow with hire of Dave Harris as Managing Consultant within the CRM team. With many years experience of InterAction, Salesforce and other technologies, Dave has vast experience of CRM in the professional services sector and bolsters iQlink's offerings to its customers.

New CRM Hire Q1 2024 - Tom Whetmore
Mar 28, 2024

We’re very excited to welcome Tom Whetmore to our ever-growing CRM team. Tom brings a wealth of super technical CRM expertise from which our customers will greatly benefit – our focus on delivering CRM value to professional services firms grows stronger with Tom on board and we’re excited for his future with iQlink.

New CRM Hire Q1 2024 - Becky Scott
Mar 19, 2024

Excited to welcome Becky to the growing CRM practice. Welcome from the entire iQlink team.

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