Join thousands of professionals using CustomerIQ
Pricing
Start for free.
ROI in the first day of use.
Free 7-day trial. No credit card required.
What's included:
Email categorization
AI email drafting
Automated follow-ups
Shared knowledge base
Account intelligence
Workflows
What's included:
Everything in Free
Everything in Starter
Extract tasks
Meeting assistant
Meeting summaries
Tasks -> CRM
Meeting follow-up drafts
CRM data entry/automation
What's included:
Everything in Pro
SMS
Calling
Shared communication credits
What's included:
Email categorization
AI email drafting
Automated follow-ups
Shared knowledge base
Account intelligence
Workflows
What's included:
Everything in Free
Everything in Starter
Extract tasks
Meeting assistant
Meeting summaries
Action items -> CRM
Meeting follow-up drafts
CRM data entry/automation
What's included:
Everything in Pro
SMS
Calling
Shared communication credits
trusted by high-performing teams everywhere
Add-ons
Workflow Credits
$349
/mo
Fuel your team’s automation with 1,000 Skill Credits each month. Run advanced workflows that update your CRM, generate proposals, send personalized follow-ups, and more — all powered by Quinn and CustomerIQ.
1,000 skill credits
Need more? Custom credit volume & pricing available through sales
Outlook Shared Inbox Add-On
$149
/mo
Bring the power of Quinn and CustomerIQ to your team's shared inbox. Effortlessly organize the inbox with custom categories, draft replies, and never miss a follow-up.
Everything in Pro
Includes up to 3,000 processed emails
Custom categories
Priority support
Need more volume? Upgrade any time and get bulk pricing.
Custom Skills
Skills built for your team's exact workflows
Quinn can be trained to handle any repetitive task. Here are a few examples we can build — and we can scope yours in a short working session.
Insurance
Generate COI
From a client email, produce and send the certificate automatically.
Financial Services
Funding Checklist
Track required docs, chase missing items, and notify the funding team when complete.
Logistics
Quote & Lane Pricing
Pull recent lane history, draft a client-ready quote, and log it to CRM.
Professional Service
Draft & Route SOW
Assemble SOW from templates + scope, route for e-sign, and file to CRM/PM
Technology
Sales/CS Handoff
Compile notes, contacts, and next steps into a ready-to-use brief for CS.
Custom
Your custom skill
Create a custom skill for your workflows
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 if we use CustomerIQ with a shared inbox?
Not a problem! Quinn works great in shared inboxes. Since these inboxes manage more volume than average, we price these engagements based on volume.
Can I change my plan later?
Yes, you can add or remove seats 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.