Plans grow with your workload—each tier bundles a larger quota of emails, meetings, and CRM properties, so you simply step up when you need more.
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Learn more about CustomerIQ
AI notetaking is just one feature. CustomerIQ is an end-to-end AI agent. We record meetings, analyze emails and tickets, extract insights, and automate administrative tasks like CRM field entry and follow ups.
If you no longer wish to use CustomerIQ, you may cancel at any time. You will receive a prorated credit with CustomerIQ for the remainder of that billing cycle.
CustomerIQ will email you when you reach 80% of your credit limit and when you reach your credit limit. Once you've reached your limit, automations will stop until the next billing period.
Yes, you can upgrade at any time. If you choose to upgrade, you'll pay a prorated amount for the rest of the month. If you choose to downgrade, you'll be credited on next month's bill.