CustomerIQ

AI-powered platform that consolidates customer feedback, measures client needs, and streamlines revenue-generating workflows.

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AI Assistant AI CRM AI Email Assistant AI Note Taker AI Sales Assistant

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

Accounting and finance firmsProduct development teamsEnterprise SaaS providersFinancial advisors and consultantsSales and marketing teamsCustomer success managersInsurance agenciesBusiness development units

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 for your needs. All plans include 24/7 support and regular updates.

FREE PLAN

Includes all premium features, 500 emails, 3,000 properties, and 10 call hours for a limited trial.

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PLUS PLAN (Monthly billing)

$29/seat/month

Unlimited team members, 2,000 emails/month, 10,000 properties, 5 call hours/month, includes account insights and Slack alerts.

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PRO PLAN (Monthly billing)

$59/seat/month

All Free plan features plus unlimited team members, 10,000 emails/month, 30,000 properties, 20 call hours/month, plus workspace and account insights.

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ENTERPRISE PLAN

Custom pricing

Pricing based on seats, with custom allowances, priority support, SAML/SCIM, audit logs, dedicated customer success manager, and service level agreements.

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PLUS PLAN (Annual billing)

$25/seat/month

Unlimited team members, 2,000 emails/month, 10,000 properties, 5 call hours/month, with account insights and Slack notifications.

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PRO PLAN (Annual billing)

$50/seat/month

Includes unlimited team members, 10,000 emails/month, 30,000 properties, 20 call hours/month, workspace, and account intelligence.

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Frequently Asked Questions

Find answers to common questions about CustomerIQ

Is CustomerIQ primarily an AI note-taking tool?

CustomerIQ is a comprehensive AI platform that records meetings, analyzes emails, extracts insights, and automates administrative tasks such as CRM updates and follow-ups.

Can I cancel my subscription anytime?

Yes, you can cancel at any time. You will receive a prorated refund for the remaining billing period after cancellation.

What happens if I reach my usage limits?

CustomerIQ notifies you at 80% and 100% of your limits. Automations pause until the next billing cycle when limits reset.

Is it possible to upgrade or downgrade plans later?

Yes, you can upgrade or downgrade your plan at any time. Prorated charges or credits will apply based on your changes.

Does CustomerIQ support team collaboration?

Yes, plans include multiple user seats, enabling team collaboration and shared access to insights and automation features.