Automate all your CRM data entry. Yes, all of it.
CustomerIQ automates administrative tasks like CRM data entry, surfaces relevant content, and extracts insights to shorten sales cycles.
CustomerIQ
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It takes more than meeting summaries to win and retain customers
(But we do that too)
Automate your meeting notes
CustomerIQ's AI Meeting Notetaker automatically records, transcribes, and summarizes Zoom, Google Meets, and MS Teams calls. Complete with notes, action items, tasks, & transcripts.
Capture CRM fields from email, calls, and tickets
CustomerIQ's AI captures data for any CRM field, from text fields to custom dropdowns. Supercharge your marketing, segmentation, and forecasts without lifting a finger.
Automate research, meeting briefs, and handoffs
With CustomerIQ's AI Assistant, preparing for a meeting is as easy as asking, "What pain points does this account have?"
Capture and quantify insights for product, marketing, and CX
Finally, you have the data to support product updates, insights to improve messaging, and ability to understand what's trending across sales and support channels.
How teams use CustomerIQ
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.
Make your existing tech stack 10X better
CustomerIQ is the AI connective tissue between the tools your team already uses.
Automate administrative work. Extract actionable insights.
