Sales intelligence · for benefits brokers

Run your book.
Not your spreadsheets.

SalesHQ unifies buyer intelligence and a 30-day multi-channel cadence engine in one platform. Brokers & HCM experts spend their time on real conversations — not data hygiene.

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Always-on intelligence Built for teams iOS · web · multi-user
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Buyer intelligence

Curated prospect insights surface the timing, the people, and the right point of entry — before you place the first call.

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Competitive context

Know the incumbent. Know what's working, what's slipping, and where the opening is — without scrolling through six tabs to find it.

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15-touch cadence

Email, voice, SMS, LinkedIn, voicemail, video. Per-contact state so a multi-stakeholder pursuit doesn't collide with itself.

New in SalesHQ · TriggerHQ

An agent that finds your next deal — while you sleep.

TriggerHQ is the autonomous engine inside SalesHQ. It continuously reads the market for companies actively outgrowing their HCM stack — and delivers them, pre-qualified, to your priority queue. Most surfaced accounts land in your queue weeks before they enter an RFP.

Always on Runs 24/7. Never misses a signal, a filing change, or a quiet workforce shift. You wake up to a curated queue.
Pre-qualified Every prospect is scored, deduped, and matched to your territory before it surfaces. No noise. No cold lists.
First-mover advantage Most accounts hit your queue weeks before they enter an RFP — while the incumbent broker still thinks the renewal is locked.
Compounding The longer it runs on your book, the sharper it gets. TriggerHQ learns what your closed deals had in common.
Intelligence layer

Every prospect comes with a prep sheet.

SalesHQ surfaces the context that matters — so when a name lands in your queue, you already know the timing, the players, and the wedge worth leading with.

  • Curated insights — the right opening, the right person, the right moment
  • Competitive context — who they're with today and where the friction lives
  • Workforce signals — growth and change indicators surfaced as they happen
  • Pipeline tracker — every account staged, every window visible, no spreadsheet upkeep
Engagement layer

Multi-channel sequences that respect your time.

One cadence per prospect, multiple contacts in parallel, full state preserved across devices. Touches surface in a priority queue you can clear on a phone in 20 minutes.

  • 15-touch cadence — email, phone, LinkedIn, SMS, voicemail, video, in-person
  • Bulk outreach — campaign templates you can launch on a curated list in two clicks
  • Smart dialer — connects to live humans, skips the dead lines
  • Send from your inbox — your replies, your domain, your deliverability
Ops layer

Built for a team — not a single power user.

Roles, licensing, usage tracking, and territory assignment built in from day one. Onboard a new user in under a minute; revoke access in one click.

  • Roles & permissions — scoped views, role-based UI gates, default queue filters by ownership
  • License management — active, trial, expired, suspended, revoked — handled cleanly with a friendly lockout screen
  • Usage tracking — per-user rollups for billing and visibility, MTD + 30-day breakdown
  • Territory assignment — multi-owner with collision detection, bulk reassign from the priority queue
Mobile-first

Your priority queue, in your pocket.

Native iOS app with feature parity. Tap a prospect, see the prep sheet, advance the cadence, send the email from your inbox — all from the phone.

  • Native iOS app — full feature parity with the web experience
  • Always current — updates ship without waiting on the App Store
  • Cross-device sync — start a touch on the laptop, finish it on the phone
  • Push-to-action — alerts when a prospect crosses into the ready-to-engage window

Who it's for.

SalesHQ is invite-only. We work with brokerages that match a specific profile so the tool keeps doing what it's good at.

Benefits brokers Running an active book against mid-market employers. Want fewer spreadsheets, more conversations.
PEO sellers Selling into mid-market HR teams. Need timing intelligence and clean handoffs — the platform pays for itself fast.
HCM channel partners Co-selling alongside major vendors. Surface the right accounts before they enter the open market.
BDR teams Small teams working a shared book. Roles, territory, and usage tracking built in — not bolted on.
Request access

Want to see it on your book?

Tell us a bit about your brokerage. If there's a fit, we'll send an onboarding link and create your account.

We review requests within 1–2 business days. No marketing list — just the access invite.

Request received. We'll review your application and send the onboarding link within 1–2 business days. Watch for an email from [email protected].