Review. Send. Done ✅
The AI agent to organize your inbox, draft emails, meeting notes, and CRM updates. So you can build more connections without letting anything slip through the cracks.
Sellers lose ~2 days per week to email and CRM. We get you that time back.
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
The AI agent that works where you do
CustomerIQ lives in your inbox, CRM, and meeting platforms. No learning curve. Immediate value.
Powered by Contextual AI
CustomerIQ leverages its proprietary contextual AI engine to draft incredible, human-like emails and compress sales cycles. It captures every conversation highlight - questions, pain points, requests, objections - and organizes them by account and opportunity. This perfect memory powers an AI email assistant that drafts replies just like you would, moving deals forward without the hassle of searching through past conversations.
Replace 4 tools with one AI agent
Most revenue teams pay for multiple disconnected tools — one to take notes, another to write follow-ups, another to nudge CRM updates. CustomerIQ is different. It's an all-in-one AI assistant that handles admin across the full workflow: emails, notes, follow-ups, CRM updates, task capture, and account strategy. One tool. One line item. And it pays for itself within weeks by freeing your team to sell, not scribble.
Enterprise-grade
security and scale
We keep your data safe and private with built-in security features that stay up-to-date as security protocols evolve. Our data centers are U.S.-based, our third-party AI/ML models are not trained on your data, and we don’t retain ownership of your outputs.
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