CRM
AasgardIQ CRM
Where your relationships and pipeline stay safe and in view — a CRM with editions tuned for your industry.
What it is
Relationships, pipeline, and the work in between
AasgardIQ CRM keeps your contacts, companies, deals, activities, and communications in one place, with the reporting to see what's working. It runs on the AasgardIQ platform, so it inherits enterprise-grade access control and data protection — and it's built to be tailored, not endured.
Contacts & companies
A clean, connected record of everyone you work with.
Pipeline
Move deals through stages with tasks, owners, and status at a glance.
Activities & comms
Calls, emails, and notes tracked against the relationship.
Reporting
See conversion, velocity, and what needs attention.
Editions
Tuned for your industry
AasgardIQ CRM ships editions — the core CRM plus the stages, fields, and workflows a specific industry actually needs. The first:
Lending & Mortgage edition
The CRM for brokers and lenders — borrower pipeline, pre-approval generation, referral-partner tracking, and document collection across origination, processing, and servicing.
Explore the lending edition →Your industry next
The edition model means new industries are a configuration of Harbor, not a rebuild.