Sales Teams

Effortless CRM updates—no manual work required

CustomerIQ automates CRM data entry, tracks follow up tasks, extracts highlights, and aligns your whole company with what prospects and customers need.

Empowering teams everywhere with automation & insights
CRM Automation

More selling. Less admin work

With CustomerIQ's CRM automation and AI insights, you can guarantee you have every field you need and every answer to every question. Move from demo to call while CustomerIQ updates your CRM with every important field.

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Deal assistant

Answer any question about a deal in seconds

CustomerIQ's AI Assistant helps you research meeting attendees, catch up on customer needs, and generate handoff documents to account managers and customer success.

forecast

Forecast with perfect data

With qualification fields like MEDDIC, BANT, or custom attributes always complete, you have every data point you need to accurately forecast revenue.

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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.