Customer success

Perfect onboarding. Identify expansion opportunities.

Higher adoption and increased expansion revenue. CustomerIQ auto-populates your CRM so you always start onboarding with perfect context. When your customers are live, CustomerIQ surfaces pain points and preferences from support channels and customer meetings.

Empowering teams everywhere with automation & insights
onboarding

Make every customer feel heard

With CustomerIQ's CRM automation and AI insights, you can guarantee you have every field you need and every answer to every question. Onboard customers with confidence.

Aggregate
Aggregate
Expansion

Drive expansion revenue with AI search

Use Views to search across every highlight in your workspace to identify contacts who mentioned something in the past. Introducing a new product or service? Now you can tailor introductions to peope who mentioned that pain point in the past.

Align

Align every team with the needs of your customer

CustomerIQ's Views allow you to discover and quantify themes across all your customer highlights. From pain points to bugs to requests to questions, now you have data to inform every new initiative.

Aggregate
integrations

Fits seamlessly in your workflow

Review AI suggestions and update your CRM or help desk directly from Slack. CustomerIQ integrations with your existing tech stack for real-time automations and insights.

From integration to automation in 5 minutes

Connect integrations, follow our start guide, and have your team up and running in minutes.