What is CustomerIQ
CustomerIQ's AI operating system automates CRM data entry, next steps, content management, and insights to help teams save 10+ hours a week per rep. It empowers teams with automation and insights to streamline workflows and improve efficiency.
How to Use CustomerIQ
- Connect integrations and follow the start guide to set up in 5 minutes or less.
- Use the AI Meeting Notetaker to automatically record, transcribe, and summarize Zoom, Google Meets, and MS Teams calls.
- Capture CRM fields from email, calls, and tickets using AI automation.
- Automate research, meeting briefs, and handoffs with the AI Assistant.
- Capture and quantify insights for product, marketing, and CX to support decision-making.
Use Cases of CustomerIQ
CustomerIQ is used by teams to shorten deal cycles, increase pipeline capacity, perfect onboarding, identify upsell opportunities, track customer needs, and prioritize product roadmaps.
Features of CustomerIQ
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Summarizes meetings
Automatically records, transcribes, and summarizes meetings with notes, action items, tasks, and transcripts.
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Completes company fields
Captures and completes company-related fields in the CRM automatically.
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Completes contact fields
Captures and completes contact-related fields in the CRM automatically.
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Writes follow-up email
Automatically generates follow-up emails based on meeting summaries.
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Syncs follow-up tasks
Synchronizes follow-up tasks across platforms to ensure seamless workflow.