AI Assistant for Zoom Meetings
CustomerIQ is your AI assistant that turns Zoom calls into CRM entries, highlights, and follow-up tasks while uncovering insights to help you close more deals.
Turn Every Zoom Call Into CRM Records Automatically
We're not just another AI notes app. Our integration enriches your CRM with detailed insights to segment prospects and customers effectively. From sales and marketing to product development, gain a deeper understanding of your customers' needs and 10X your CRM with one tool.
Synthesize transcripts
Transcripts are automatically sent to CustomerIQ where our AI Assistant pulls out highlights, recommends CRM field entries, and discovers new insights.
Automated CRM Data Entry
CustomerIQ takes diligent notes, extracts highlights, and recommends CRM field entries so you can focus on the conversation. Dramatically improve your CRM data hygiene and have everything you need to drive deals forward.
Generates Follow Up Tasks
Stay on top of the next steps. CustomerIQ recommends tasks to help drive deals forward and keep prospects or customers happy and informed.
Increase Conversions
Get answers to any question about any account or contact. Track themes across all accounts to uncover insights to close more deals.
Perfect Handoff
Generate documentation with AI like Sales/CS handoff docs, proposal outlines, and sales enablement material from customer pain points and needs.
Connect, Automate, Improve
With deep integrations to both Zoom and your CRM, you can be automating data entry and uncovering insights in minutes.
1. Connect Zoom
Quickly and securely link your Zoom account to your CustomerIQ workspace.
2. Create Custom Fields
Tell CustomerIQ what you'd like to learn in Zoom meetings.
3. Automate Insights
As calls are recorded, fields are seamlessly extracted and synced to your CRM. Views track themes and automate your win/loss analysis.
Why Choose CustomerIQ?
CustomerIQ is he only AI platform built specifically for Zoom users with the flexibility, security, and support fit for enterprises of all sizes.
Don't Just Take Our Word for It
— Alex Johnson, COO at PlanSoft
— Lisa Nguyen, Marketing Manager at Creative Solutions
- Brian Stanton, CRO at Digital Dynamics
Get Started Today
Unlock the full potential of your Zoom calls and transform your CRM with our powerful Zoom integration. Sign up for a free trial today and see the difference for yourself!
1. Schedule your onboarding call
2. Try the Zoom integration free for 7 days
3. Get dedicated support and guidance as you grow
Get set up free
Frequently asked questions
Learn more about CustomerIQ
How much does it cost?
We price based on usage and volume, so you only pay for what you use. Price per call depends on the call length but typically amounts to around $1.8/call. So if your team does 100 calls per month you can expect to pay around $180/mo.
What are tasks and how many to I need?
A task is how we measure AI usage. For example, if you upload a piece of long text and 100 highlights are extracted, that is 100 tasks. When a highlight is categorized, that is 1 task.
The number of tasks you need depends on how much data you stream to your workspace. Processing one note typically takes ~1 task while processing a 1-hour call typically takes ~200. Once you surpass 80% of your workspace threshold for the month we will notify you via email so you're aware of your usage. Our team is available to work with you and ensure you have the appropriate number of tasks allocated for your business.
What do I need to get set up?
To set up the Zoom integration you need admin access to Zoom and CustomerIQ. Set up typically only takes a few minutes of configuration and will be completed in your onboarding call.
What if I decide to cancel?
If you no longer wish to use CustomerIQ, you may cancel at any time. You will receive a prorated credit with CustomerIQ for the remainder of that billing cycle.
What is priority support?
Priority support provides faster, prioritized responses from our dedicated support team.