KinetIQFOR AGENCIES TIRED OF JUGGLING TOOLS
KinetIQ: The modern command center for client-based firms.
Your entire client operations suite under one brand. Invoicing, payments, booking, embeddable intake and estimate forms, and digital business cards, together in one workspace.
$9.99/mo or $99/yr · No setup fee · No card needed for the demo
Sales pipeline
8 deals · Every next step, in view.
Pipeline value
$26,050
Weighted value
$14,425
Won this month
$2,550
$1,850.00 Paid via Stripe Checkout
Northlake Studio · INV-1042 · Receipt emailed
- Your data stays in your workspace
- Your branding on every invoice
- Works on phone and tablet
LESS APP-SWITCHING. MORE CLIENT WORK.
From first inquiry to paid invoice, in one workspace
Capture the project details, book the call, track the deal and collect payment without piecing together separate tools.
Sales pipeline
Keep deal values, stages and next steps together so you know which client needs a follow-up.
Try itInvoicing & payments
Send branded invoices with online payment links. Track unpaid balances and send paid receipts from the same workspace.
Try itEmail follow-ups
Set stage-triggered emails with your own templates and signature, instead of rewriting the same follow-up.
Try itEmbeddable intake & estimate forms
Collect project details, calculate estimates and accept files on your website. Conditional questions ask only what matters.
Try itDigital business cards
Share your branded card by link or QR code, with contact details, a Google review link and a form for new inquiries.
Try itBooking & calendar sync
Let clients book from your website or a shared link. Check Google or Outlook availability and send appointment reminders.
Try itOne inbox for new inquiries
Form and card inquiries arrive in Requests. Turn them into clients, deals or tasks without copying details between apps.
Try itTasks & project tracking
Assign to-dos, set due dates and track client deliverables in one place so nothing falls through the cracks.
Try itSet up your workspace. Get back to client work.
Add your branding, connect payments and bring your client work into one place.
Create your account
Sign up with email or Google. Nothing to install, no card required to look around.
Pick a plan
$9.99 a month or $99 a year. Extra staff logins are $5 a month, or $50 a year on a yearly plan.
Make it yours
Your name, logo and contact details go on every invoice and email. Your starter checklist is ready in the same minute.
Win and get paid
Work your pipeline, send branded invoices and let the follow-up run itself. Clients pay by card in seconds.
One price. Everything included.
Both plans include invoicing, payments, booking, embeddable intake and estimate forms, digital business cards, your pipeline and email automations.
- Private workspace with your own branding
- Unlimited clients, deals and tasks
- Invoices with online payments and PDF receipts
- Email templates with stage automations
- Your logo on every invoice and receipt
- Staff logins with their own access
- Embeddable intake forms with estimates and uploads
- Digital business cards with QR and Google reviews
- Booking pages with calendar sync and reminders
- One Requests inbox for every new lead
Staff seats: $5 per month, or $50 per year on a yearly plan. No refunds; cancellations take effect at the end of the paid period.
Take it for a spin before you spend a cent
The demo is the real KinetIQ loaded with sample clients, deals, invoices and emails. Click through it, rename a stage, create an invoice. Nothing you do there touches your own workspace.
Questions people ask first
Do I need to install anything?+
No. KinetIQ runs in the browser on your laptop, tablet or phone, and you can add it to your home screen like an app. Your workspace is ready the moment your account is.
Can my team have their own logins?+
Yes. Add staff seats at $5 a month each, or $50 a year on a yearly plan. You keep control of billing, branding, templates and deletions.
Who can see my client data?+
Only the people you invite to your workspace. Your data is never shared, sold or used to train anything. It is yours, full stop.
What happens when I cancel?+
You keep full access through the period you already paid for, then the workspace closes. There are no refunds, and no lock-in: cancel any time before renewal.
Can I try it before paying?+
Yes. The demo is the real interface filled with sample data, no sign-up needed. Your own workspace starts empty so nothing carries over.
Can I embed forms on my website or share a digital card?+
Yes. Build intake forms with file uploads or instant estimates and embed them on any site. Share your branded digital card with a QR code, contact download and Google review button. Every lead lands straight in your Requests inbox.
Can KinetIQ replace Calendly or Acuity?+
Yes. Create booking pages, connect Google or Outlook so you are never double-booked, and embed them on your website as a page, popup or floating button. Guests get reminders 24 hours and 1 hour before, and every booking lands on the right client in your CRM.
How do payments and receipts work?+
Card payments run through Stripe secure checkout. Your client gets a receipt by email and you can print or download a PDF copy of any invoice.
Still deciding? Write to info@magnetiq-marketing.com or visit magnetiqmarketingsolutions.com.