Pricing

Choose the plan that fits your workflow

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.

FREE

Free one-time trial with all pro features

$0

one-time credits

Get started
What´s included:
500 emails
3,000 properties
10 call hrs
Email assistant & follow‑ups
Content library
Account intelligence
Workspace intelligence

PLUS

For small teams ready to automate CRM updates and never miss a follow‑up

$25

/seat/mo

Get started
What's included:
Unlimited team members
2,000 emails/mo
10,000 properties/mo
5 call hrs/mo
Account intelligence
Slack alerts

ENTERPRISE

Large organizations that require advanced security, custom workflows, and dedicated support

Custom

/seat/mo,
minimum 25 seats

Talk to sales
What's included:
Custom allowances
Priority support
SAML/SCIM, audit logs
Dedicated CSM
SLA

FREE

Free one-time trial with all pro features

$0

one-time credits

Get started
What´s included:
500 emails
3,000 properties
10 call hrs
Email assistant & follow‑ups
Content library
Account intelligence
Workspace intelligence

PLUS

For small teams ready to automate CRM updates and never miss a follow‑up

$29

/seat/mo

Get started
What's included:
Unlimited team members
2,000 emails/mo
10,000 properties/mo
5 call hrs/mo
Account intelligence
Slack alerts

ENTERPRISE

Large organizations that require advanced security, custom workflows, and dedicated support

Custom

/seat/mo,
minimum 25 seats

Talk to sales
What's included:
Custom allowances
Priority support
SAML/SCIM, audit logs
Dedicated CSM
SLA
trusted by high-performing teams everywhere
CustomerIQ Consulting

Accelerate your AI adoption

Hire our team of AI experts to uncover opportunities to transform your business with AI.

description
Opportunity discovery
We'll meet with your department to understand pain points and opportunities for AI.
CustomerIQ Folders
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Design
We'll help you identify and design an AI implementation
CustomerIQ Snippets
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Custom implementation
We'll work with your team to connect custom integrations
CustomerIQ Contextual Embeddings
Compare

Compare plans & features

Usage
Collaborators
Viewers
AI credits
AI
AI cluster analysis
AI classification
AI search
Sentiment analysis
Transcription
Features
Workspace
Unlimited folders
Unlimited views
Collaborators
View-only users
Contact records
Flexible docs
Zapier integrations
Native integrations
Support
Email
Live chat
Priority
Dedicated account team
Unlimited
5,000
Free
Free
Free
Unlimited
Unlimited
2,500/seat/mo
Plus
Plus
Plus
Unlimited
Unlimited
3,000/seat/mo
Pro
Pro
Pro
Enterprise
Get started
Unlimited
Unlimited
Unlimited
Enterprise
Enterprise
Enterprise
FAq

Frequently asked questions

Learn more about CustomerIQ

Is CustomerIQ an AI notetaker?

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.

What if I decide to cancel?

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.

What happens if I hit a limit?

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.

Can I change my plan later?

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.

Get set up in 5 minutes or less

Connect integrations, follow our start guide, and have your team up and running in minutes.