Your team spends 70% of their time on admin tasks.
Let's change that.
CustomerIQ's AI agent automates CRM data entry, next steps, content management, and insights to close deals fast.
Save 10+ hours a week per rep.
One AI Agent. Infinite Context.
The first agent with a perfect memory of prospect and customer conversations. CustomerIQ helps you automate tedious tasks, accelerate your deal cycles, and free up your time to focus on closing more business.
AI-Powered Meeting Notes
Capture every crucial detail automatically—so you can focus on the conversation, not on taking notes. Record, transcribe, and summarize Zoom, Google Meets, and MS Teams calls.
CRM Data Entry on Autopilot
Stop manual logging and let AI seamlessly update contacts, deals, and tasks—so you can focus on selling, not data entry.
Send Follow-Ups in Seconds
Draft personalized emails, organize your inbox, and pull from your content library—without lifting a finger OR leaving your inbox.
Centralize Your Collateral
Upload key resources so your AI can seamlessly weave the right documents, links, and data into every email it writes.
Turn Conversations into Actionable Intelligence
Identify recurring questions, pinpoint missing resources, and dive into any deal’s details—so you always have the right content ready and the context to close more business.
An AI That Grows with You
Every email, meeting, and interaction refines CustomerIQ’s understanding of your voice, context, and workflows—constantly increasing your efficiency and revenue potential.
Built on a foundation of context
CustomerIQ captures every conversation highlight—questions, pain points, requests, objections—and organizes them by account and opportunity. This deep contextual memory powers an AI email agent that drafts replies just like you would, moving deals forward without the hassle of searching through past conversations.
10X Your Workflow in Minutes
The Only AI Agent To Boost Your Entire Workflow
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.
