CustomerIQ
The AI platform to win and retain revenue
CustomerIQ is an AI conversation management platform for sales and service teams. It connects to email, phone systems, and CRM/AMS tools to capture client interactions, draft replies, automate record updates, and surface insights, reducing manual data entry and missed follow-ups.
Core capabilities include an email assistant for Gmail and Outlook, AI meeting notes, call recording and transcription, voice notes for in-person meetings, CRM automation with bi-directional sync to Salesforce and HubSpot, ticket and deal management, an AI call coach, and conversation analytics. Integrations cover VoIP and insurance AMS platforms, with custom skills for workflows such as generating certificates, funding checklists, and sales-to-CS handoffs. The platform is SOC 2 Type II certified, encrypts data in transit and at rest, and does not use customer data to train AI models.
CustomerIQ is aimed at insurance, financial services, logistics, professional services, and technology teams. Pricing is per-seat, with a free one-time trial, paid Plus and Pro editions, and an Enterprise tier for larger teams. Add-ons include workflow credits and a shared inbox option.
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