The AI platform to win and retain revenue
CustomerIQ's AI connects directly to your email, phone system, and CRM/AMS to help you engage customers, increase deal velocity, and improve service quality. All with one platform.
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Revenue Growth = Win + Retain
Instead of spending more time with prospects and customers, teams are stuck updating the CRM/AMS, prepping for meetings, chasing down action items, writing briefs.
New Business
the opportunity
Top producers generate $500K-$700K annually vs. average producers at $250K-$400K
Where it's lost:
50% of sales go to whoever responds first - most teams take hours, not minutes
80% of sales happen after 5+ follow-ups, but 44% of reps give up after one
Good sales is good project management but action items are missed
Existing Business
the opportunity
A 5% improvement in retention doubles profits in 5 years
Where it's lost:
65% of customers say loyalty depends on rapid, effective service
80% of satisfied customers renew vs dramatic drop-off for dissatisfied ones
High-performing service teams contact clients in 3 minutes; lowest performers take 2+ days
What Top Performers Do Differently
We design every feature and function to empower world-class sales and service teams.
Respond in minutes, not hours
Responding within 5 minutes increases conversion 100x vs. waiting an hour. Top service teams make first contact in 3 minutes vs. 2+ days for lowest performers
Never Drop the Ball
80% of sales require 5+ touches—elite sellers follow up relentlessly. 31% of customers cancel policies due to poor service experiences like long wait times
Delegate Effectively
Sales and service is a team effort. Teams that coordinate who does what, when, and get it done quickly, win.
Maximize Every Client Relationship
Bundled clients have 95% retention vs. significantly lower for single-policy holders. 88% of customers say good service significantly increases likelihood of repeat purchases.
How CustomerIQ Drives Revenue Growth
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
Result: Every conversation across the company searchable and summarized on-demand
Emails organized. Replies drafted. Follow-ups drafted.
Our email assistant integrates directly with Gmail and Outlook and works right where you do: in your inbox.
- Categorizes and prioritizes every email
- Surfaces exactly who needs follow-up and when
- Pre-drafts contextual messages based on last conversation
- Drafts post-meeting and call follow-ups
Result: Meet the expectation 65% of customers have for rapid responses
AI creates call notes, deal records, and action items
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
Result: Every client has an action plan. Sales and service teams never drop the ball.
Track, delegate, and manage work across your team
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
Result: Work and responsibilities are clear. Easily track service SLAs. Every client's needs met fast.
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
Result: Every conversation and deal uncovers strategies to improve the buying experience.
Save 1+ hours per day on data entry
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
Result: Every team member saves hours on data entry and spends more time with customers.
Improve forecasts and unlock revenue-winning insights
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
Result: Managers finally have the visibility to coach their teams.
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
Fits right into your existing tech stage
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.