Less admin. More insights.
CustomerIQ connects natively to your inbox, phone, and virtual meetings to automate notes, call coaching, CRM management, ticket tracking, and follow-ups. Close deals faster and deliver a world-class customer experience with one AI platform.
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Sales and service teams spend 75% of their time on admin work
Instead of spending more time with prospects and customers, teams are stuck updating the CRM/AMS, prepping for meetings, tracking tickets, writing briefs.
Writing call notes
Phone calls. Voicemails. Meetings. Every conversation requires manual documentation—typing up notes, logging outcomes, updating records. Your team spends more time writing about work than doing it.
Managing email
Scouring threads for context. Copy-pasting into the CRM. Drafting replies that say the same thing for the hundredth time. Email runs your day instead of the other way around.
Tracking tickets
Who's handling what? What fell through the cracks? Without disciplined logging, you're chasing updates across people and systems just to know where things stand.
The real cost isn't just time—it's what you miss
When conversations aren't captured, everything downstream breaks—your reports, your client experience, your protection.
Reports are incomplete
When activity data is patchy, so is your visibility. Pipeline reviews become guessing games. You can't coach what you can't see, and you can't forecast what you can't trust.
Clients get a poor experience
Dropped balls. Repeated questions. The "didn't you get my email?" call. When context lives in someone's head instead of the system, clients feel it—even if they can't name it.
E&O exposure
No documentation means no defense. If a client disputes what was promised, you're reconstructing history from memory and inbox searches. That's not a process—it's a liability.
Missed opportunities
Renewal conversations buried in email. Cross-sell signals mentioned on calls but never logged. When nothing's captured, nothing's surfaced—and revenue walks out the door without you knowing it was there.
Automate your admin and uncover every insight
Every email, call, and meeting — captured, analyzed, and transformed into structured CRM notes, objects, and associations. Gain visbility into call trends, opportunities, deal summaries, and more.
Emails, meetings, calls, and voice notes all in one place
CustomerIQ automatically captures and organizes every client interaction so nothing slips through the cracks.
- Connect email, calendar, and phone
- Record and transcribe every call
- Capture mobile voice notes on the go
- Search across all conversations instantly
Perfect call notes. Automated inbox management.
CustomerIQ automatically creates and updates records in real-time.
- Create perfect call and meeting notes
- Create deals, contacts, and accounts automatically
- Update properties from conversation details
- Draft follow-up emails and proposals
- Never log another activity manually
Deliver world-class service without missing a detail
CustomerIQ tracks every client request and automatically updates ticket status based on your actions and responses.
- Auto-create tickets from emails and calls
- Move tickets as requests are processed
- Close tickets when clients confirm
- Never lose track of a client request
Drive revenue-winning strategies with AI
CustomerIQ scores performance, tracks talk time, and surfaces coaching opportunities automatically.
- Track talk time by participant
- Identify objection handling gaps
- Help reps improve with every conversation
- Score calls against custom criteria
Your system of record, finally complete
Every activity CustomerIQ captures syncs automatically to your CRM or your AMS — no manual entry required.
- Bi-directional sync with Salesforce, HubSpot
- Native integrations with insurance AMS
- Deals, contacts, tasks, and notes
- Your CRM finally reflects reality
Uncover insights across all your conversations
With every conversation captured and every activity logged automatically, you get accurate reporting for the first time — no more guessing, no more incomplete data.
- Uncover conversation insights and themes
- Track topics and keywords
- Track activity volume by rep, client, or account
- Measure response times and follow-up rates
- See pipeline movement tied to real conversations
- Forecast capacity based on actual workload
We deliver material impact
“I forgot what it's like to write down notes during a call, or draft a follow up email, or update the CRM since this thing does all of that for you!”
Chris Moore, Strategic PDM
HubSpot
“With 10+ meetings a day, follow-ups used to be a bottleneck—now they’re done instantly. The AI drafts perfect emails, pulls in the right content, and makes every interaction more impactful.”
Doug Wendt, CEO
Wendt Partners
30+ AI features over 5 core capabilities to empower your team
AI notetaking is the easy part (for us). The hard part — capturing emails, updating records, creating deals, opening tickets, associating accounts, uncovering insights — is what sets CustomerIQ apart.
Inbox-native
Classification
Draft Replies
Follow-ups
Meeting follow-ups
Knowledge
Calls & Meetings
AI notetaking
Transcription
Clips
Highlights
Sharing
Call Coaching
Call scoring
Talk time
Call stats
Custom criteria
AI comments
Tickets
Auto extraction
Auto-routing
Custom pipelines
Auto-enrichment
Reporting
Intelligence
Automatic CRM updates
Deal intelligence
Conversation insights
Watch lists
Performance reports
Performance reports
Supercharge your existing tech stack
SOC 2 certified. Encrypted everywhere. No AI training on your data.
Security isn't a feature. It's the foundation.
SOC 2 Type II Certified
Independently audited security controls. Verified annually. The same standard used by banks and healthcare companies.
Encrypted Everywhere
Data encrypted in transit and at rest. Access controlled by role.
No AI Training
Your conversations are never used to train AI models. Your data is yours — period.
Frequently Asked Questions
Will the email assistant send emails without me reviewing?
No. Drafts are placed in your inbox; nothing goes out until you click Send.
Do draft emails sound like an AI?
Quinn trains on your own messaging history—tone, voice, sign-offs—so drafts are personal and authentic.
Is my data used to train the AI?
No, we don't use any data to train AI. All models used by CustomerIQ are pre-trained models.
Does this work with email, meetings, and calls?
Yes! CustomerIQ is a full AI conversation intelligen platform connecting email, meetings, and calls in one place. Full conversation coverage.
What if we have in-person meetings?
CustomerIQ also supports native voice notes! Record anything and have it analyzed like any other conversation submission.
Is my customer data safe?
Yes - security is our top priority. CustomerIQ is built using industry-leading encryption and security standards.