Overview

CustomerIQ is an all-in-one AI assistant to automate administrative tasks for sales and service teams.

With one AI assistant sales and service teams can automate:
- Inbox organization: neatly organizing and prioritizing what’s most important
- Draft replies: in your voice, using specific knowledge of your business
- Follow ups: so you never let a deal or issue fall through the cracks
- CRM data entry: so your team is always on the same page

CustomerIQ is built to work alongside you and adopt your unique style. It lives directly in your inbox and joins meetings across any platform.

The more you use it, the better it gets, improving its tone, style, and specific knowledge every 24 hours.

We’ve found CustomerIQ to replace 4+ point solutions including meeting notetakers, CRM data entry, and inbox management.

It’s free to get started and you can be up and running in less than 2 minutes.

Releases

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CustomerIQ 2

Apr 14, 2025

Sean Steigerwald

wrote:

Introducing the AI Email Assistant: The most advanced email assistant for sales and service teams.

CustomerIQ’s new AI email assistant:
✅ Organizes your inbox with labels
✅ Pre-drafts email responses in your voice w/ company knowledge
✅ Drafts meeting follow-ups
✅ Drafts follow-ups to stay on top of accounts

And every day it gets better: learning your tone, style, and specific knowledge about your business.

But that’s not all.

By using the assistant across your team, it quietly uncovers deal-winning best practices and applies them to each new response. So it doesn’t just automate busy work, it elevates your team’s communication.

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