The Most Popular CustomerIQ Alternatives, Compared

As an all-in-one AI-agent for revenue teams, CustomerIQ replaces other AI note taking tools and assistants while offering significantly more value. CustomerIQ is the best choice if you:

✅ Want more than just meeting summaries—including automated CRM property updates, email follow ups, action items, and deal insights
✅ Want one AI platform for your entire team—instead of everyone using random notetakers
✅ Need an AI sales agent that helps move deals forward instead of just transcribing conversations
✅ Want intelligence for all your conversations instead of just individual ones
✅ Prefer seamless CRM integration over standalone note-taking tools

This guide is an overview of CustomerIQ vs popular alternatives, how they compare, and why people choose CustomerIQ.

Note: User feedback and reviews are based on common discussions from review sites, customer conversations, and industry comparisons.

🔍 Fathom‍

Founded: 2020
Similar to: Fireflies, Otter.ai
Best known for: Meeting transcription and summaries
Useful for: General meeting participants, remote teams

Fathom.video is a meeting transcription and note-taking tool that records Zoom calls, transcribes them in real-time, and generates summaries. It is built primarily for individual users and teams who need a simple way to capture meeting notes without manually writing them down.

Here's how Fathom describes itself:
"Fathom automatically records, transcribes, and summarizes your Zoom meetings, making it easy to share key takeaways with your team."

Fathom vs. CustomerIQ: A Feature Comparison

Unlike Fathom and Fireflies, which focus on transcribing and summarizing calls, CustomerIQ acts as a true sales AI agent. It identifies action items, logs all CRM properties automatically, crafts emails, and provides deal intelligence to move deals forward.

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Key Differences

🚀 CustomerIQ is an AI Sales Agent, Not Just a Notetaker

Fathom is a meeting recorder that transcribes and summarizes calls, but CustomerIQ acts as a fully automated AI agent for revenue teams. It doesn’t just summarize meetings—it updates CRM records, generates action items, provides deal insights, and helps move deals forward.

🔗 CRM Data Automation vs. Basic Transcription

Fathom can export meeting summaries, but it does not update CRM fields automatically. CustomerIQ uniquely auto-updates any contact, company, or deal property in your CRM, ensuring data is always fresh and complete.

📈 AI-Driven Deal & Account Intelligence

CustomerIQ goes beyond transcription with Account Intelligence, allowing AI to analyze all conversations in an account and generate proposals, strategic insights, and content. It also provides Workspace Intelligence, identifying trends across all meetings—like the most common objections or top feature requests.

What People Like About Fathom.video

✅ “Great for transcription and summaries.”
"I love that I don't have to focus on taking notes myself anymore, I can focus solely on the people speaking in the call knowing that the call will be summarized and action points will be picked out for me."

✅ “Free plan is useful for basic needs.”
"For solo users, the free plan is a great way to get started."

What People Dislike About Fathom.video

🚨 “The team plan”
"The team plan - I think it should be different than just combined individual plans of users in the team"

🚨 “Doesn't update CRM properties.”
"It summarizes calls, which is great, but it doesn't automatically update specific CRM properties."

📌 The Bottom Line

If you need basic meeting summaries, Fathom.video is a solid choice. But if you want a tool that automates CRM data entry, provides AI-driven sales insights, and helps teams close deals faster, CustomerIQ is the clear winner.

🔹 Automate CRM updates across contacts, companies, and deals
🔹 Get AI-driven sales and account intelligence
🔹 Ensure every rep follows best practices with AI-generated action items

👉 Try CustomerIQ for free and see how it transforms your revenue workflow.

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Fireflies.ai

Founded: 2019
Similar to: Fathom.video, Otter.ai
Best known for: AI transcription and meeting summaries
Useful for: Sales teams, customer success teams, general meeting participants

Fireflies.ai is an AI-powered meeting assistant that transcribes, summarizes, and analyzes conversations. It integrates with video conferencing tools and CRMs, helping teams capture conversations and search meeting notes.

Here's how Fireflies.ai describes itself:
"Fireflies.ai automates meeting notes and lets you search, analyze, and share conversations across your entire team."

Fireflies vs. CustomerIQ: A Feature Comparison

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Key Differences

🚀 CustomerIQ is an AI Sales Agent, Not Just a Notetaker

Fireflies.ai primarily records and transcribes meetings, but CustomerIQ is a fully automated AI agent that works alongside revenue teams. It doesn’t just summarize conversations—it automates CRM data entry, extracts highlights, and identifies actionable next steps to move deals forward.

🔗 CRM Data Automation vs. Basic Meeting Logging

Fireflies allows exporting summaries and transcripts, but it does not auto-update CRM fields. CustomerIQ uniquely updates any contact, company, or deal property automatically, eliminating manual data entry.

📈 AI-Driven Deal & Account Intelligence

CustomerIQ goes beyond meeting notes by providing Account Intelligence, drafting emails, and allowing AI to analyze all conversations for an account and generate insights, proposals, and content. Fireflies.ai does not offer AI-driven sales strategy recommendations.

What People Like About Fireflies.ai

✅ “Easy to implement.”
"The easyness to implement and to use the tool is incredible, from the get go the data provided from meetings is incredible, the ability of create tasks and bullet points from the recorded meeting is particularly useful."

✅ “Can focus on the conversation”
"You can focus on the meeting while Fireflies takes the notes in the background which is fabulous?"

What People Dislike About Fireflies.ai

🚨 “Doesn't fit my workflow”
"Accessing the transcript from the web page is not as seamless as i would like. Ideally it should be a seamless flow to an AI chat, email, doc, from a simple copy paste. Right now i have to download my data. downloading can be helpful but its just not the normal workflow"

🚨 “Difficult to organize many conversations”
"I wish it was more intuitive about organizing and naming the recordings. I only discoverd this when I needed to feed some transcripts to GPT to build a co-pilot. It is a cumbersome project to keep on top of the organization in Fireflies.ai, so it was a bit of a hassle to download them in an organized way."

📌 The Bottom Line

If you need basic meeting transcription and summaries, Fireflies.ai is a decent choice and comparable to Fathom. But if you want a tool that automates the adminstrative workflow for revenue teams, CustomerIQ is the clear winner.

🔹 Automate CRM updates across contacts, companies, and deals
🔹 Get AI-driven sales and account intelligence
🔹 Draft emails directly in the inbox
🔹 Ensure every rep follows best practices with AI-generated action items

👉 Try CustomerIQ for free and see how it transforms your revenue workflow.

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Winn.ai

Founded: 2021
Similar to: Gong, Fireflies.ai
Best known for: AI-powered note-taking and real-time sales assistance
Useful for: Sales reps, account executives, sales managers

Winn.ai is an AI-powered sales assistant that helps sales reps capture notes, follow sales playbooks, and update some CRM fields. It is positioned as a real-time assistant that integrates with calls to provide live prompts and automate some aspects of sales documentation.

Here's how Winn.ai describes itself:
"Winn.AI is a real-time AI assistant that helps sales teams stay focused on selling while it takes care of note-taking and CRM updates."

Winn vs. CustomerIQ: A Feature Comparison

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Key Differences

🚀 CustomerIQ is an AI Sales Agent, Not Just a Notetaker

Winn.ai provides real-time note-taking and some CRM field updates, but CustomerIQ is a fully automated AI sales agent. It doesn’t just fill in a few CRM fields—it updates any contact, company, or deal property, identifies tasks, drafts emails, and provides deep sales intelligence.

🔗 Beyond CRM Field-Filling: AI-Powered Sales Execution

Winn.ai helps reps fill open-ended text CRM fields during calls, but it does not provide full CRM automation (consider other fields like dropdowns, multi-selects, boolean, etc.). CustomerIQ automatically updates all relevant CRM fields post-call, extracts action items, drafts emails, and syncs next steps without manual intervention.

📈 AI-Driven Deal & Account Intelligence

CustomerIQ provides Account Intelligence, meaning it can analyze all conversations within an account to create strategic insights, proposals, and content. Winn.ai does not offer AI-driven strategy recommendations, only structured note-taking.

What People Like About Winn.ai

✅ “Real-time transcription.”
"With its real-time transcription feature, Winn.ai ensures no key detail is missed during calls. This allows sales reps to focus entirely on the conversation, improving meeting efficiency."

✅ “Tracks talking points”
"The tool handles routine tasks like tracking talking points and sending follow-ups, freeing salespeople to focus on closing deals and fostering relationships."

What People Dislike About Winn.ai

🚨 “Limited CRM updates.”
"While Winn advertises they update the CRM, and they do, they don't update all of the properties we need, only open-ended text. We have many properties we need to update across contacts and accounts that aren't covered."

🚨 “No video”
"It takes great notes but there's no video recording to review. The videos recordings are great to get the full picture of a sales call."

📌 The Bottom Line

If you need a real-time call assistant for feedback during the call, Winn.ai might be useful. But if you want a fully automated admin workflow, with video recording and better review functionality, CustomerIQ is the clear winner.

🔹 Automate CRM updates across contacts, companies, and deals
🔹 Video recordings
🔹 Get AI-driven sales and account intelligence
🔹 Ensure every rep follows best practices with AI-generated action items

👉 Try CustomerIQ for free and see how it transforms your revenue workflow.

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Claap

Founded: 2021
Similar to: Loom, Fathom.video
Best known for: Asynchronous video collaboration and meeting summaries
Useful for: Product teams, sales teams, and remote teams

Claap is a video collaboration platform that helps teams record, transcribe, and summarize meetings, making it easier to share insights asynchronously. It focuses on asynchronous communication, screen recordings, and AI-powered summaries rather than real-time sales execution.

Here's how Claap describes itself:
"Claap is the video workspace for async collaboration. Record, share, and centralize video updates, meetings, and knowledge with AI-powered summaries and transcripts."

Claap vs. CustomerIQ: A Feature Comparison

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Key Differences

🚀 CustomerIQ is an AI Sales Agent, Claap is an Async Video Tool

Claap is built for asynchronous collaboration and screen recording, while CustomerIQ is an AI sales agent that actively updates CRM fields, extracts deal insights, and helps sales teams execute faster.

🔗 Beyond Video Storage: AI-Powered Sales Execution

Claap helps teams record and share meetings, but it does not take action on insights. CustomerIQ automates CRM updates, extracts next steps, drafts emails, and provides strategic sales intelligence.

📈 AI-Driven Deal & Account Intelligence vs. Video Knowledge Management

CustomerIQ’s Account Intelligence allows AI to analyze all conversations per account and generate insights, proposals, and content. Claap focuses on storing meeting recordings, not on deal execution or strategy.

What People Like About Claap.io

✅ “Automated meeting recording.”
"Claap has really helped streamline my workflow. It automatically takes meeting notes and summarizes client discussions, so I don’t have to worry about keeping track of everything myself."

✅ “Great for meeting notes.”
"I like Claap's ability to automate time-consuming tasks like preparing meeting notes. The AI-powered transcription and summarization features are very accurate and helpful."

✅ “Saves time”
"Claap meeting recording has helped me save a lot of time, especially rather than manually taking notes."

What People Dislike About Claap.io

🚨 “A little buggy”
"It is little buggy sometimes but customer support is awesome."

🚨 “Recording multiple screens can be tricky”
"Screen recording can be tricky if you use multiple screens. Make sure you record the right one!"

📌 The Bottom Line

If you need a tool for recording videos and storing meeting summaries, especially videos outside of meetings, Claap is a good choice. But if you want a tool to automate your administrative workflow, including all CRM data entry and drafting emails, CustomerIQ is the better choice.

🔹 Automate CRM updates across contacts, companies, and deals
🔹 Get AI-driven sales and account intelligence
🔹 Ensure every rep follows best practices with AI-generated action items

👉 Try CustomerIQ for free and see how it transforms your revenue workflow.

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Avoma

Founded: 2017
Similar to: Gong, Fireflies.ai, Fathom.video
Best known for: AI-powered meeting transcription and collaboration
Useful for: Sales teams, customer success, and product teams

Avoma is a conversation intelligence and meeting management tool that provides AI-generated summaries, meeting insights, and collaborative note-taking. It is designed to help teams improve sales calls, customer success meetings, and internal collaboration.

Here's how Avoma describes itself:
"Avoma is an AI Meeting Assistant that helps revenue teams automatically transcribe, summarize, and analyze conversations, enabling more productive meetings and better decision-making."

Avoma vs. CustomerIQ: A Feature Comparison

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🚀 CustomerIQ is an AI Sales Agent, Avoma is a Meeting Management Tool

Avoma provides meeting transcription, note-taking, and collaboration tools, but CustomerIQ is an AI-powered sales agent that automates CRM updates, drafts emails, surfaces content, extracts next steps, and provides actionable insights to move deals forward.

🔗 Beyond Meeting Summaries: AI-Powered Sales Execution

Avoma offers meeting insights and AI-generated summaries, but it does not automate CRM updates or sales workflows. CustomerIQ eliminates manual CRM updates by automatically logging insights into any contact, company, or deal property.

📈 AI-Driven Deal & Account Intelligence vs. Meeting Insights

CustomerIQ offers Account Intelligence, which uses AI to analyze all conversations in an account and generate strategic recommendations, proposals, and insights. Avoma focuses on meeting-level analysis rather than deal-level intelligence.

What People Like About Avoma

✅ “Saves us time.”
"The automatic recording transcription features are very accurate, saving us time and ensuring nothing gets lost in conversation."

✅ “Accurate AI transcription and summaries.”
"The AI-generated meeting summaries are helpful and save time."

✅ “Post-call feedback”
"The most helpful part about Avoma for me is the feedback after my calls. Such as how much I talked vs how much the client talked during the calls."

What People Dislike About Avoma

🚨 “Doesn't always capture speaker names”
"Sometimes the speaker names aren't captured."

🚨 “Inflexible contract terms.”
"We are paying for double the amount of seats that we need. We only have 48 active users and are paying for 87. We don't have the headcount that we did at the beginning of the year, which we let them know about, and they signed us up for another year with the same amount of people."

📌 The Bottom Line

If you need a meeting transcription and collaboration tool, Avoma is a solid option. But if you want a fully automated AI sales agent that updates CRM, drafts emails, extracts insights, and helps revenue teams close deals faster, CustomerIQ is the better choice.

🔹 Automate CRM updates across contacts, companies, and deals
🔹 Get AI-driven sales and account intelligence
🔹 Ensure every rep follows best practices with AI-generated action items

👉 Try CustomerIQ for free and see how it transforms your revenue workflow.

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Update.ai

Founded: 2021
Similar to: Avoma, Fathom.video
Best known for: AI-generated meeting notes for customer success teams
Useful for: Customer success managers and account managers

Update.ai is an AI-powered meeting assistant designed specifically for customer success teams. It helps capture meeting notes, summarize key moments, and generate action items to streamline follow-ups. Unlike CustomerIQ, Update.ai does not offer deep CRM automation or AI-driven sales execution—it primarily serves as a note-taking and follow-up tool for customer success teams.

Here's how Update.ai describes itself:
"Update.ai automates your meeting notes and action items, helping customer success teams focus on building relationships rather than taking notes."

Update.ai vs. CustomerIQ: A Feature Comparison

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Key Differences

🚀 CustomerIQ is an AI Sales Agent, Update.ai is a Meeting Notes Assistant for CS

Update.ai is built for customer success teams that need help with meeting notes and follow-ups, but it does not automate CRM updates or provide AI-driven account insights. CustomerIQ acts as a fully automated AI sales agent, updating CRM records, generating next steps, and surfacing key insights to move accounts forward.

🔗 Beyond Meeting Notes: AI-Powered Sales Execution

Update.ai captures summaries and action items, but these need to be manually entered into CRM or followed up on. CustomerIQ eliminates manual work by directly updating CRM fields, extracting next steps, and automating follow-ups in your inbox.

📈 AI-Driven Deal & Account Intelligence vs. Basic Note-Taking

CustomerIQ offers Account Intelligence, which analyzes all conversations for an account, identifying risks, trends, and opportunities. All of this happens automatically. Update.ai allows you to review past conversations in an account but you have to select them manually.

What People Like About Update.ai

✅ “Solved my notetaking problem.”
"Update.AI has solved my notetaking problem and missed action items from internal and external meetings."

✅ “Easy to implement.”
"It doesn't need require much to start using, it's simple to plug-in to your calendar and CRM - I didn't need support from IT and other folks."

What People Dislike About Update.ai

🚨 “Can't distinguish interval vs external meetings.”
"I can't always tell when external and internal meetings are being distinguished."

🚨 “Wish we had recorded snippets”
"I wish I could create recorded snippets of calls, for example, of product features. These would then be shared with our product team."

📌 The Bottom Line

If you need an AI meeting assistant for customer success teams, Update.ai is a solid choice. But if you want an AI-powered agent that automates workflow for both sales and CS teams, CustomerIQ is a better choice.

🔹 Automate CRM updates across contacts, companies, and deals
🔹 AI-driven account intelligence
🔹 Draft emails
🔹 Track feature requests and other intel across workspace

👉 Try CustomerIQ for free and see how it transforms your revenue workflow.

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Why People Choose CustomerIQ

TransferRoom chose from CustomerIQ over Claap because of the deeper integration with Hubspot and ability to update any given contact, company, or deal property. With CustomerIQ, they completely automate CRM updates, extract deal insights, and identify risks—eliminating hours of manual data entry and dramatically improving data completeness in their CRM.

"CustomerIQ has completely transformed how we manage sales calls and or CRM. Instead of just getting a transcript, our CRM is automatically updated with key details, action items, and follow-ups. It’s like having a sales co-pilot that actually moves deals forward."

Altis chose CustomerIQ to replace their scattered notetaking tools, which included Fathom and Fireflies for summaries. With CustomerIQ, they consolidated everything into a single AI-driven workspace that captures conversation across the entire team. They extract highlights, update their Hubspot CRM, and ensure every valuable insight is captured for sales and R&D.

"Before CustomerIQ, we used multiple tools just to track conversations and next steps. Now, everything is automated and in one place. We're able to use our sales conversations to directly inform our R&D team - something they never had before."

Galley Solutions replaced Clari Copilot with CustomerIQ because they needed an affordable meeting assistant that could automate CRM entry and provide video recordings for account management to review before implementation. CustomerIQ’s account intelligence helps their CS team get caught up on anything that was discussed during the sales process so they can nail onboarding and implementation.

"With CustomerIQ, we’re not just recording calls—we’re actively learning from them. Our CSMs now get AI-driven insights into objections, competitive mentions, and deal risks, so they can create an informed onboarding plan."

ePlanSoft replaced a smattering of AI notetakers with CustomerIQ because they need a solution to automate CRM data entry and provide account intelligence for their customer success team. The CS team uses CustomerIQ to automate customer quarterly business reviews, take notes, and add action items to their internal project management tools.

Still not sure? Book a demo with your team.