Update your CRM with your voice
Record voice notes and CustomerIQ will update every relevant property in your CRM in seconds. No more data entry or missed details.
10X CRM data completeness
Give every rep hours back each day by automating CRM data entry and extracting follow up tasks. Improve your CRM data and deliver an exceptional experience to your prospects and customers.
Improved segmentation, lead nurturing, and handoffs
Perfect CRM data gives marketing and customer success super powers. Now everyone has the data they need to nurture prospects and delight customers.
Get a clear understanding of when deals will close
Reviewing a deal is as easy as asking AI. Whether you use frameworks like MEDDIC, BANT, or SPICED or your own custom fields, they're automatically populated by AI.
Fits seamlessly in your workflow
Auto-populate your CRM or help desk without lifting a finger. CustomerIQ integrates with your existing tech stack for real-time automations and insights.
How teams use CustomerIQ
Frequently asked questions
How do we get setup?
Setup is simple and only takes a few minutes. As a CRM admin, authenticate your CRM with CustomerIQ and map the fields you'd like to sync - that's it. From then on, CustomerIQ will listen and find values for those fields for every contact and account.
Can I automate custom CRM fields?
Yes, CustomerIQ can populate any field in your CRM. Even drop downs. When you map your CRM to CustomerIQ properties the AI will listen for the values available in your CRM or generate text answers based on insights.
Does it work for multi-threaded conversations?
Sure does. CustomerIQ's AI is so advanced it's able to enrich your CRM properties when there are multiple contacts in a meeting or email thread.
How do I know when AI finds new fields?
CustomerIQ will notify you in Slack or your email when new fields are found. This happens in real time, typically immediately after a call, email, or ticket is created.