CustomerIQ

CustomerIQ: AI to Drive Revenue and Retention

CustomerIQ is an AI-powered assistant designed to help sales teams win more deals faster by drafting emails, automating CRM data entry, and driving revenue. It uses a proprietary Contextual AI engine that learns your business and improves after every touchpoint. The platform integrates into your existing workflow to automate repetitive, non-selling tasks such as email replies, content sourcing, CRM updates, meeting notes, and task extraction.

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Key Value Proposition

• Automates repetitive, time-consuming sales tasks to reclaim selling time
• Tracks context across conversations, accounts, and opportunities for personalized outputs
• Drafts human-like emails in your voice with relevant content and next steps
• Automatically updates CRM data and captures meeting notes for faster deal progression
• Provides insights by clustering FAQs, feature requests, and objections to inform strategy

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How It Works

1. Connect your tools (email, calendar, CRM).
2. The AI learns your writing style and business context to draft replies, pull relevant content, and stay in sync with your data.
3. After meetings, the AI auto-generates follow-ups and updates CRM fields across contacts, accounts, and deals.
4. The AI extracts next steps from meetings and surfaces actionable tasks to move deals forward.
5. You access insights and content recommendations to accelerate decision-making.

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Features

• Email Assistant: Draft personalized replies in your voice right in your inbox
• CRM Automation: Auto-update contacts, deals, and tasks with zero manual logging
• Meeting Notetaker: Record, transcribe, summarize calls from Zoom, Google Meet, and MS Teams
• AI Assistant: Contextual, memory-enabled assistant across accounts and opportunities
• AI Insights: Extract and cluster FAQs, feature requests, objections for faster resolution
• Content Library Integration: Seamlessly weave right documents, links, and data into emails
• Integrations: Connect email, calendar, and CRM tools for a unified workflow
• Security: Enterprise-grade security with data encryption, no training on your data, US-based data centers

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Use Cases

• Draft personalized email replies to prospects and customers within minutes
• Auto-fill and update CRM fields after calls and meetings
• Capture and summarize meeting notes to ensure follow-ups are not missed
• Shorten sales cycles by surfacing relevant content and answers during outreach
• Gain deeper insights from conversational data to inform forecasts and segmentation

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How to Get Started

1. Connect your inbox, calendar, and CRM.
2. Start using the AI to draft emails, notes, and CRM updates.
3. Review AI-generated outputs and send or auto-apply updates as needed.
4. Explore analytics and content recommendations to optimize playbooks.

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Safety and Security Considerations

• Built for teams with enterprise-grade security and privacy in mind
• Data centers are US-based; third-party AI/ML models are not trained on your data
• Outputs are owned by you; data handling aligns with standard security practices

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Pricing & Resources

• Available with a free start option and scalable plans for larger teams
• Rich set of guides, webinars, and docs to help adoption

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Why CustomerIQ Is Different

• Contextual Understanding: Retains memory across conversations, accounts, and stakeholders
• Personalization: Uses your documents to tailor outputs to your business
• Comprehensive Output: Meeting summaries, CRM data entry, emails, and content recommendations all in one workflow
• Security-first: Enterprise-grade security, with options for large-scale deployments

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Quick Reference

• Contextual AI that learns your business and writes in your voice
• End-to-end automation: Email drafting, CRM updates, meeting notes, and tasks
• Content and knowledge integration to accelerate responses
• Shared workspace and insights for managers and team collaboration
• Secure, scalable, and privacy-conscious data handling