Less admin. More revenue.
Save over hours per day by automating your inbox, CRM, and daily workflows.
CustomerIQ combines context from every conversation with state-of-the-art AI models to automate admin work like email, triage, CRM data entry, and more.
You lose ~1 day per week to email and CRM. We get you that time back.
We deliver material impact
“I forgot what it's like to write down notes during a call, or draft a follow up email, or update the CRM since this thing does all of that for you!”
Chris Moore, Strategic PDM
HubSpot
“With 10+ meetings a day, follow-ups used to be a bottleneck—now they’re done instantly. The AI drafts perfect emails, pulls in the right content, and makes every interaction more impactful.”
Doug Wendt, CEO
Wendt Partners
Meet Quinn - Your AI Sales Coordinator
Integrates seamlessly with your workflow to help close more deals without any extra effort
Powered by Contextual AI
CustomerIQ leverages its proprietary contextual AI engine to draft incredible, human-like emails and compress sales cycles. It captures every conversation highlight - questions, pain points, requests, objections - and organizes them by account and opportunity. This perfect memory powers an AI email assistant that drafts replies just like you would, moving deals forward without the hassle of searching through past conversations.
Replace 4 tools with one platform
Most revenue teams pay for multiple disconnected tools — one to take notes, another to write follow-ups, another to nudge CRM updates. CustomerIQ's context orchestration layer means you can handle admin across the full workflow: emails, notes, follow-ups, CRM updates, task capture, and account strategy. One platform. One line item. And it pays for itself within weeks by freeing your team to sell, not scribble.
Enterprise-grade
security and scale
We keep your data safe and private with built-in security features that stay up-to-date as security protocols evolve. Our data centers are U.S.-based, our third-party AI/ML models are not trained on your data, and we don’t retain ownership of your outputs.
Frequently Asked Questions
Will Quinn send anything without me reviewing?
No. Drafts are placed in your inbox; nothing goes out until you click Send.
Does the AI sound robotic?
Quinn trains on your own messaging history—tone, voice, sign-offs—so drafts are personal and authentic.
Is my data used to train the AI?
No, we don't use any data to train AI. All models used by CustomerIQ are pre-trained models.
What if I already have a CSR?
Quinn pre-writes the grunt work so your CSR spends time closing and scheduling.
Is my customer data safe?
Yes - security is our top priority. CustomerIQ is built using industry-leading encryption and security standards.