The AI conversation management platform
Automate admin, supercharge replies, never miss a follow-up, and close deals faster. CustomerIQ is the only AI assistant to increase your team's capacity while scaling revenue-winning strategies.
Reps are drowning in email. Managers are stuck reviewing calls.
Deals slip through the cracks. Valuable insights are buried in thousands of conversations. And your best performers' tactics never reach the rest of the team.
Endless email chains
Critical buyer signals lost in inbox chaos
Manual CRM updates
Reps spend 2+ hours daily on data entry instead of selling
Call review bottlenecks
Managers can only review a fraction of calls, missing coaching opportunities
Missed follow-ups
No visibility into what needs attention until it's too late
One AI platform to capture every conversation, automate data entry, and scale expertise
CustomerIQ handles the tasks that slow your team down — from notetaking to ridealongs. Improve every metric, from sales to service, with one unified AI conversation platform.
Organize your inbox, reply 3X faster, and never miss a follow-up.
Our AI email assistant lives directly in your inbox so you don't need to learn a new tool.
- Categorize and prioritize every email
- Auto-draft personalized replies
- Surface risks and opportunities
- Never miss a follow-up
Automate meeting notes, capture tasks, and send follow-up emails in seconds.
Automate all the administrative work involved with meetings
- Perfect meeting notes
- Automatically extract tasks
- Incredible meeting follow-ups right in your drafts folder
- Automated CRM data entry
Take perfect call notes, track trends, and automate data entry.
Automate data entry and manager ride alongs with one simple integration of your VoIP system.
- Automatic transcription, call summary, and task extraction
- Automatic data entry into CRM, agency management system, or practice management system
- Surface coachable moments and cross-sell opportunities
Keep perfect records without lifting a finger.
Save time and never miss a detail.
- Zero manual data entry
- Auto-log calls, emails, meetings
- Keep pipeline always current
- Extract and add tasks
Automate your ride-alongs. Make every rep as good as your best rep.
Fine-tune AI coaches for different call types and surface opportunities across any size team.
- Live call insights and suggestions for different call types
- Performance scorecards
- Surface coachable moments and cross-sell opportunities
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
Works with your existing tech stack
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.
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 it send emails without me reviewing?
No. Drafts are placed in your inbox; nothing goes out until you click Send.
Do the emails sound like an AI?
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 we have in-person meetings?
CustomerIQ also supports native voice notes! Record anything and have it analyzed like any other conversation submission.
Is my customer data safe?
Yes - security is our top priority. CustomerIQ is built using industry-leading encryption and security standards.