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.

Empowering teams everywhere with automation & insights
Features

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.

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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.

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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.

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Centralize Your Collateral

Upload key resources so your AI can seamlessly weave the right documents, links, and data into every email it writes.

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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.

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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.

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How It Works

10X Your Workflow in Minutes

1. Connect your tools
Link your CRM, calendar, and email in a few clicks.
2. Start talking
Hop on a meeting, send a voice note, or reply to an email.
3. Review AI-Generated Emails
Open your inbox to check pre-drafted follow-ups and replies including content and context from past conversations.
4. Let AI Handle the Admin Work
CRM, tasks, and emails all updated. You focus on selling and building relationships.
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The Only AI Agent To Boost Your Entire Workflow

Feature CustomerIQ Other AI Assistants
Contextual Intelligence ✅ Self-improving ❌ None
Meeting Summaries ✅ Detailed ❌ Basic
CRM Data Entry ✅ Automated ❌ Limited
Tasks ✅ Automated ❌ Manual
Email Follow-ups ✅ Native ❌ Generic
Email Replies ✅ Personalized ❌ Generic
Content Recommendations ✅ Embedded ❌ None/Minimal
Document Generation ✅ Automated ❌ None
Built for Teams ✅ Admin Tools ❌ Single-user Focus
Simple Pricing ✅ Transparent ❌ Complex
Free Trial ✅ Full Features ❌ Limited/None
Use cases

How Teams Use CustomerIQ

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Sales
Shorten deal cycles and increase pipeline capacity.
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CS
Perfect onboarding and identify upsell opportunity.
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Product
Track customer needs and prioritize the roadmap.
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Marketing
Segment contacts and improve messaging.
security

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.

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Block
No training
We don’t train on your data, ever
Lock
Encrypted
Data encryption in transit and at rest
Settings
User roles
Workspace and role provisioning
Analytics
Scale
Workspaces built to scale to any volume
INtegrations

Make your existing tech stack 10X better

CustomerIQ is the AI connective tissue between the tools your team already uses.

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why customeriq

Automate administrative work. Extract actionable insights.

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Perfect CRM Data
Automatically capture and sync CRM fields from any call, email, or ticket for improved segmentation and forecasting.
Learn more: CustomerIQ for Marketing Teams
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Accelerate your pipeline and forecasts.
Pre-meeting updates on an account’s situation, problems, and timeline. Better data for more accurate forecasts.
Learn more: CustomerIQ for Sales Teams
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Align everyone with customer needs
Continuously discover customer pain points, feature requests, and needs. Search and track any topic with AI.
Learn more: CustomerIQ for product teams

Set up in 5 minutes or less

Connect integrations, follow our start guide, and have your team up and running in minutes.