CustomerIQ - Automate all your CRM data entry. Yes, all of it.

CustomerIQ Automate all your CRM data entry. Yes, all of it.

Freemium

From 65$

Home: https://www.getcustomeriq.com

Categories:

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#CRM automation
#Meeting Notes
#Transcription
#Sales Intelligence
#data entry
#customer insights

Visit CustomerIQ

What is CustomerIQ?

CustomerIQ is a comprehensive AI assistant platform that revolutionizes customer relationship management by automating administrative tasks and extracting valuable insights. The platform seamlessly integrates with existing tools to handle meeting transcription, CRM field updates, and data capture across various communication channels.

Built with enterprise-grade security, CustomerIQ offers robust features including automatic meeting notes for Zoom, Google Meets, and MS Teams, intelligent CRM field capturing, and advanced deal intelligence. The platform maintains data privacy with U.S.-based data centers and ensures no customer data is used for AI model training.

Features

AI Meeting Notetaker: Automatic recording, transcription, and summarization of virtual meetings
CRM Automation: Intelligent data capture for any CRM field from multiple sources
Deal Intelligence: Automated research and meeting brief generation
AI Insights: Data-driven analysis for product updates and marketing improvements
Automated Follow-ups: Task synchronization and email generation
Security Features: Enterprise-grade encryption and U.S.-based data centers

Use Cases

Sales pipeline management and forecasting
Customer success and onboarding optimization
Product roadmap prioritization
Marketing segmentation and messaging improvement
Customer insight analysis
Meeting documentation and follow-up
CRM data maintenance

Related Queries

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Helpful for people in the following professions

Sales Representatives Customer Success Managers Product Managers Marketing Managers Business Analysts Account Managers Business Development Representatives

FAQs

Is CustomerIQ an AI notetaker?

AI notetaking is just one feature. CustomerIQ is an end-to-end AI assistant that records meetings, analyzes emails and tickets, extracts insights, and automates administrative tasks like CRM field entry and follow ups.

What are AI credits?

A credit is how we measure AI usage. For example, if you have a long meeting and 100 highlights are extracted, that is 100 credits. When a short email is analyzed, it may only take 2 credits. When a highlight is categorized, that is 1 credit.

What happens if I hit my credit 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, CustomerIQ will add additional credits to your workspace according to the add-on pricing set in your billing plan.