The AI operating system for sales and service teams
Automate your inbox, CRM, call coaching, and insights. Close deals faster, manage service workflows, and never miss a follow-up. CustomerIQ is the only AI platform to increase your team's capacity while scaling revenue-winning strategies.
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Incomplete records are costing you more than you think
Every missed note, forgotten follow-up, and unlogged call creates risk that compounds across your organization.
Burnout & Turnover
Your top performers didn't sign up to be data entry clerks. Every hour logging calls is an hour not spent with clients.
E&O Exposure
When conversations aren't documented, you have no proof of what was discussed. One disputed claim and you're reconstructing months of history from memory.
Operational Blind Spots
Without accurate activity data, you can't see who's overloaded or where deals are stalling. You're managing by gut feel, not reality.
Tools that do half the job create half the problem
Most tools stop at logging a summary. But a note in the activity feed doesn't update the contact record, create the deal, associate the account, or open a ticket. That's still on your team — which means it won't happen.
Notetakers & Call Assistants
Fathom, Fireflies, RingCentral, Vonage — they log a transcript or summary to your CRM. Great. But the contact's phone number doesn't update. The renewal date doesn't get captured. The deal doesn't get created. The ticket doesn't get opened. Notes pile up while records stay stale.
Email Assistants
Superhuman, Fyxer, and Gemini help you draft replies faster. But they don't know a new opportunity just came in, don't create the deal, and don't associate the email thread with the right account. Your inbox moves faster while your CRM falls behind.
Manual Entry
The fallback for everything these tools don't do. Update the contact. Create the deal. Open the ticket. Log the details. Your team will do it when they have time — which means they won't.
Every channel. Every record. Zero effort.
Logging notes is the easy part. The hard part — updating records, creating deals, opening tickets, associating accounts — is what keeps your CRM accurate. If that's still manual, you still have a problem.
Beyond transcription
Capture every channel — email, calls, meetings, voicemails — in one system. Connect the conversation that started in email, continued on a call, and ended in a meeting.
Records, not just notes
Extract what matters and write it to the right place. Update the contact. Create the deal. Open the ticket. Associate the account. Not a note about it — the actual record.
Zero clicks, zero memory
If it requires your team to remember, click, or copy-paste — it won't happen consistently. The system has to do the work whether anyone thinks about it or not.
The AI operating system for sales and service teams
Every email, call, and meeting — captured, extracted, and written to your CRM automatically. Contacts updated. Deals created. Tickets managed. No clicks, no memory, no manual entry.
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
Your CRM updates itself after every conversation
CustomerIQ automatically creates and updates records in real-time.
- Create deals, contacts, and accounts automatically
- Update properties from conversation details
- Draft follow-up emails and proposals
- Never log another activity manually
Tickets that move themselves through your workflow
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
AI-powered feedback after every call
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
Finally see what your team is capable of
With every conversation captured and every activity logged automatically, you get accurate reporting for the first time — no more guessing, no more incomplete data.
- 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
Works with your existing tech stack
Built for industries where compliance & security matter
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. Full audit logs for every action.
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.