Time spent / month
25+ Hours
We help revenue teams save 10's of hours per week and decrease sales cycles by at least 20%
CustomerIQ automates CRM data entry, drafts personalized emails, and turns conversations into revenue-driving insights. Purpose-built for complex sales and service teams.
trusted by high-performing teams everywhere
Sellers spend 74% of their time on non-selling activities. We get you that time back.
CustomerIQ fits right into your workflow, quietly automating tedious administrative tasks while you focus on prospects and customers.
Replying in <5 min makes you 21X more likely to convert prospects into opportunities
CustomerIQ drafts personalized, context-rich replies, organizes your inbox, and pulls from your content library—without lifting a finger OR leaving your inbox.
Explore Email Assistant
Reps spend up to 18% of their day searching for content
Upload key enablement resources so your AI can seamlessly weave the right documents, links, and data into every email it writes.
Explore Content Library
That hour you spend updating contact, account, and opportunity fields? Automate it.
Stop manual logging and let AI seamlessly update contacts, deals, and tasks—so you can focus on selling, not data entry.
Explore CRM Automation
Meeting notetakers are great. We put those notes to work for you.
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.
Explore AI Meeting Notetaker
Shorten your sales cycle and expand revenue
Right now you're spending 1 to 2 hours per day doing things like: drafting email replies, searching for sales enablement content, taking meeting notes, updating your CRM, and tracking tasks. We handle that for you.
Step 1
Connect your inbox and calendar
CustomerIQ learns your writing style, organizes your inbox, and works alongside you in meetings and replies to keep deals moving.
See for yourself
Step 2
We automate 100% of your meeting notes and CRM data entry
Really, all of it. CustomerIQ's AI captures data for any CRM field, from text fields to custom dropdowns across contacts, companies, and deals. Perfect data for marketing, segmentation, and forecasts without lifting a finger.
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Step 3
We draft follow-ups and replies directly in your inbox
After each meeting you'll find a pre-drafted email, in your voice, complete with content links and action items mentioned on your call.
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Step 4
We extract tasks to move deals forward
Your AI Assistant learns what wins deals and automatically extracts next steps and action items from meetings.
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Step 5
Deliver insights to close more deals
CustomerIQ will extract and cluster frequently asked questions, feature request, objections, and more automatically.
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Truly helpful AI loved by thousands
"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!"
"CustomerIQ is a game-changer. 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. It’s like having a personal chief of staff for my inbox—I can’t imagine working without it."
"Everyone promises to save you time. CustomerIQ is actually doing it. The way it drafts [emails] directly in the inbox is so freaking helpful."
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.
50X faster than doing it yourself.
40X cheaper than hiring an assistant.
Test it out for yourself with a free trial
Do It Yourself
Cost (lost time)
$1,300
$1,300
Consistency / month
Let's be real
Let's be real
Hire An Assistant
Time spent / month
25+ Hours
25+ Hours
Cost
$3,000/mo
$3,000/mo
Consistency / month
100%
100%
What Makes CustomerIQ Different (And Why Generic AI Assistants Fall Short)
Your business is nuanced. You have high technical standards. Nuance and standards win deals. Don't let generic AI assistants make your team average.
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.
Security overview
No training
We don’t train on your data, ever
Encrypted
Data encryption in transit and at rest
User roles
Workspace and role provisioning
Scale
Workspaces built to scale to any volume
Start for free
Get started in minutes
1. Connect your tools
2. Start talking
3. Review AI-Generated Emails
4. Let AI Handle the Admin Work
Set up in 5 minutes or less
Connect integrations, follow our start guide, and have your team up and running in minutes.