Free your team from administrative work
CustomerIQ is the customer relationship agent that saves 1.5 hours per day on email, follow-ups, CRM data entry, and repetitive workflows. Purpose-built for professionals.
You're losing almost 1 day every week to repetitive admin work. Let's get you that time back.
Your inbox-native executive assistant
Integrates seamlessly with your workflow to help grow and retain revenue without any extra effort
Skills built for your team's exact workflows
Quinn can be trained to handle any repetitive task. Here are a few examples we can build — and we can scope yours in a short working session.
Insurance
Generate COI
From a client email, produce and send the certificate automatically.
Financial Services
Funding Checklist
Track required docs, chase missing items, and notify the funding team when complete.
Logistics
Quote & Lane Pricing
Pull recent lane history, draft a client-ready quote, and log it to CRM.
Professional Service
Draft & Route SOW
Assemble SOW from templates + scope, route for e-sign, and file to CRM/PM
Technology
Sales/CS Handoff
Compile notes, contacts, and next steps into a ready-to-use brief for CS.
Custom
Your custom skill
Create a custom skill for your workflows
Any AI can write emails.
Quinn writes the ones you send.
CustomerIQ writes for you, in your voice, grounded in organizational knowledge, purpose-built for teams.
Powered by our proprietaryContext Orchestration Engine
Reason over task
We determine what response, follow-up, or message would be most helpful using intent and conversational cues.
Retrieve context
Our enhanced RAG engine surfaces relevant context from past conversations and your knowledge base.
Validate accuracy
We check that all responses meet accuracy, safety, and compliance standards before sending.
Optimize
Our engine suggests updates to your knowledge base to improve performance for future interactions.
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
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.