Review. Send. Done ✅
CustomerIQ is your all-in-one AI assistant to organize your inbox, draft emails, meeting notes, and CRM updates. So you can build more connections without letting anything slip through the cracks.
Sellers lose ~2 days per week to email and CRM
Revenue teams spend 74% of their time on non-selling, administrative activities - half of that is email and CRM. 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.
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.
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.
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.
Everything you’d expect from an assistant—not just meeting notes
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.
Organized inbox with smart labels
Automatically categorizes your emails, ensuring a clutter-free inbox and easy access to important messages.
Personalized email drafts
Learns your style and drafts emails in your unique voice, allowing for quick, authentic responses without the effort. As you edit drafts it continues learning, improving every day.
Automated follow-ups
Generates follow-up emails exactly when they're needed, ensuring you never let a prospect or customer fall through the cracks.
Incredible meeting notes
Attends and transcribes meetings, providing detailed notes and action items for seamless follow-through.
Business-specific intelligence
It learns and understands the nuances of your business, enabling content and communications that resonate with your audience.
Seamless CRM updates
Seamlessly updates your CRM with relevant information from emails and meetings, maintaining accurate records effortlessly.
Elevate your entire team
Identifies and tracks recurring themes across all communications, offering valuable insights into customer needs and trends
Unlike anything you've seen
"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.
Replace 4 tools with one AI assistant
Most revenue teams pay for multiple disconnected tools — one to take notes, another to write follow-ups, another to nudge CRM updates. CustomerIQ is different. It's an all-in-one AI assistant that handles admin across the full workflow: emails, notes, follow-ups, CRM updates, task capture, and account strategy. One tool. One line item. And it pays for itself within weeks by freeing your team to sell, not scribble.
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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