CustomerIQ: AI-Powered Conversation Management for Sales and Customer Success

CustomerIQ is an AI-powered conversation management platform designed to automate admin tasks, streamline communication, and enhance CRM efficiency for sales, marketing, customer success, and product teams. Built around a proprietary Context Orchestration Engine, it delivers intelligent automation across emails, meetings, calls, and CRM systems—turning every interaction into actionable insights. With features like an AI Meeting Notetaker, AI Voice Notes, AI Assistant, and CRM automation, CustomerIQ helps teams save time, reduce manual work, and improve follow-up accuracy. The platform integrates seamlessly with major tools including Gmail, Outlook, Slack, and CRMs like HubSpot, while ensuring data privacy with U.S.-based storage and no retention of user outputs.

Key Features:

• AI Meeting Notetaker: Automatically captures, summarizes, and extracts action items from Zoom, Google Meet, and Microsoft Teams meetings.
• CRM Automation: Updates contact, deal, and company properties in real time after meetings, emails, and tickets.
• AI Email Assistant: Drafts replies in your voice, categorizes emails, and automates follow-ups.
• AI Voice Notes: Converts voice recordings into structured CRM data.
• AI Insights & Search: Extracts and clusters key insights from customer interactions across calls, emails, and tickets.
• AI Assistant (Quinn): Answers questions about contacts, accounts, and deals with inline citations and contextual understanding.
• Slack Integration: Sends notifications and updates directly to Slack.
• Custom Workflows: Build custom skills for specific tasks like generating COIs, funding checklists, and sales handoffs.
• Multi-Threaded Conversations: Supports complex, ongoing customer interactions.
• Pre-Trained AI Models: Uses large language models without training on user data.
• Secure & Private: Data is stored in U.S. data centers with no output retention.

Pricing: CustomerIQ offers a Free tier with all pro features for a one-time trial, followed by paid plans: Starter at $30/seat/month, Plus at $50/seat/month, and Pro at $75/seat/month. Add-ons include Workflow Credits ($349/month) and an Outlook Shared Inbox Add-On ($149/month).

Conclusion: CustomerIQ is a powerful, privacy-focused AI platform that empowers teams to automate repetitive tasks, gain deeper customer insights, and enhance productivity—making it an essential tool for high-performing sales and customer success organizations.