Time spent / month
25+ Hours
CustomerIQ for Agencies
Run your agency, not your inbox
CustomerIQ automates your agency’s workflows, capturing every client conversation, drafting follow-up emails, and keeping your CRM updated—so you can focus on growing accounts, not admin work.
Empowering teams everywhere with automation & insights
Client teams spend 74% of their time on non-billable 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.
AI-Powered Meeting Notes
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
CRM Data Entry on Autopilot
Stop manual logging and let AI seamlessly update contacts, deals, and tasks—so you can focus on selling, not data entry.
Explore CRM Automation
Follow-Ups and Replies Done for You
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 Automation
Content linked exactly where you need it
Upload key enablement resources so your AI can seamlessly weave the right documents, links, and data into every email it writes.
Explore Content Library
How we save you 5 hours per week on admin work
Digital agencies thrive on client communication, strategy, and execution—but too much time is lost to manual note-taking, follow-ups, and CRM updates. CustomerIQ automates your agency’s workflows, capturing every client conversation, drafting follow-up emails, and keeping your CRM updated—so you can focus on growing accounts, not admin work.
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 and segmentation 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.
As client emails pour in, we draft replies so they have the answers they need, fast.
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Step 4
We capture key action items to keep client engagements on track
Your AI Assistant learns what drives successful client engagements and automatically extracts next steps and action items from meetings.
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Step 5
Deliver insights to win more clients and streamline engagements.
CustomerIQ will extract and cluster frequently asked questions, feature request, objections, and more automatically.
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Reasons
Why agencies love CustomerIQ
Payments
Save 5+ Hours Per Week
Less admin, more client work.
Handshake
AI-Written Follow-Ups
No more chasing down clients or manually drafting emails.
Sync
Fast Client Responses
Fast answers equals happy clients.
Settings
Seamless Integration
Works with your CRM, meeting tools, and email.
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%
Getting started
Effortless client management—no manual work required.
1. Connect your tools
2. Start talking
3. Review your work, it's done!
Get started with CustomerIQ today
Connect integrations, follow our start guide, and have your team up and running in minutes.