CustomerIQ
AI-powered platform that consolidates customer feedback, measures client needs, and streamlines revenue-generating workflows.
About CustomerIQ
CustomerIQ is an AI-driven platform designed to gather and analyze customer feedback, quantify client needs, and accelerate revenue workflows. It functions as an intelligent assistant that joins meetings, transcribes notes, syncs data with your CRM, manages your inbox, and drafts follow-up communications seamlessly.
How to Use
Link your email, CRM, and calendar accounts. Participate in meetings, send voice notes, or reply to emails. CustomerIQ automatically drafts follow-ups, updates your CRM, and manages your tasks efficiently.
Features
- Intelligent Workspace Insights
- CRM Data Automation
- AI-Driven Customer Insights
- Virtual AI Assistant
- Automated Meeting Note Taking
- Content Management Library
- Voice Note Capture
- Email Response Assistance
- Comprehensive Account Intelligence
Use Cases
- Draft personalized follow-up emails
- Automate CRM data entry and updates
- Organize and manage email inboxes
- Capture and assign actionable tasks
- Develop and refine account strategies
- Record and transcribe meeting notes
Best For
Pros
- Provides automatic meeting summaries
- Seamlessly integrates with popular tools
- Automates updates in your CRM
- Ensures follow-ups are never missed
- Reduces time spent on emails and CRM tasks
- Offers enterprise-grade security features
- Keeps your inbox organized and clutter-free
Cons
- Requires initial setup and integrations
- Enterprise plan customizations require sales contact
- Lower-tier plans have usage limits
Pricing Plans
Choose the perfect plan. All plans include 24/7 support.
FREE PLAN
Includes all premium features, 500 emails, 3,000 properties, and 10 call hours for a limited trial.
Get StartedPLUS PLAN (Monthly billing)
Unlimited team members, 2,000 emails/month, 10,000 properties, 5 call hours/month, includes account insights and Slack alerts.
Get StartedPRO PLAN (Monthly billing)
All Free plan features plus unlimited team members, 10,000 emails/month, 30,000 properties, 20 call hours/month, plus workspace and account insights.
Get StartedENTERPRISE PLAN
Pricing based on seats, with custom allowances, priority support, SAML/SCIM, audit logs, dedicated customer success manager, and service level agreements.
Get StartedPLUS PLAN (Annual billing)
Unlimited team members, 2,000 emails/month, 10,000 properties, 5 call hours/month, with account insights and Slack notifications.
Get StartedPRO PLAN (Annual billing)
Includes unlimited team members, 10,000 emails/month, 30,000 properties, 20 call hours/month, workspace, and account intelligence.
Get Started