CustomerIQ

CustomerIQ: The AI Sales Coordinator That Automates Your Inbox and CRM

What is CustomerIQ? CustomerIQ is an AI-powered sales coordinator designed to automate tasks within your inbox and CRM, helping sales professionals save time and increase revenue. It acts as an executive assistant, drafting personalized follow-ups in your voice, automating CRM updates, and keeping deals moving forward.

How does CustomerIQ work? CustomerIQ integrates directly with your inbox and learns from your past communications to understand your tone and style. It uses this knowledge to draft personalized follow-up emails, meeting recaps, and other communications. The AI can also automatically update your CRM with information from your conversations, saving you time and ensuring data completeness.

Key Features:

• Automated Follow-ups: CustomerIQ drafts follow-up emails every morning, ready for you to send, ensuring you never miss an opportunity to connect with prospects.
• Intelligent Meeting Notes: Get meeting recaps ready to send seconds after each meeting, capturing key details and action items.
• CRM Automation: CustomerIQ automatically updates contact, company, and deal properties in your CRM, eliminating manual data entry.
• Personalized Communication: The AI drafts emails in your own voice and style, making your communications feel authentic and personal.

How to use CustomerIQ:

1. Sign up for a free trial: Start by creating an account on the CustomerIQ website.
2. Connect your inbox and CRM: Integrate CustomerIQ with your email and CRM accounts.
3. Let the AI learn: CustomerIQ will analyze your past communications to understand your style and tone.
4. Review and send: CustomerIQ will draft emails and updates for you to review and send.

Why is CustomerIQ important?

CustomerIQ helps sales professionals overcome common challenges such as:

• Time management: Automate administrative tasks and free up time for selling.
• Follow-up consistency: Ensure consistent follow-up with prospects, improving close rates.
• CRM data accuracy: Maintain accurate and up-to-date CRM data with automatic updates.
• Personalized communication: Create personalized and engaging communications that resonate with prospects.

Benefits:

• Save 1.5 hours per day: Automate inbox and CRM tasks and reclaim valuable time.
• Increase close rates by 30%: Improve follow-up consistency and engagement.
• Reduce email triage by 50%: Focus on important communications and reduce inbox clutter.
• Increase CRM data completeness by 90%: Ensure accurate and up-to-date CRM data.

Who is CustomerIQ for?

CustomerIQ is ideal for:

• Sales professionals
• Marketing teams
• Customer success teams

Customer Testimonials:

• Chris Moore, Strategic PDM at HubSpot: "I forgot what it's like to write down notes during a call, or draft a follow up email, or update the CRM since this thing does all of that for you!"
• Doug Wendt, CEO at Wendt Partners: "With 10+ meetings a day, follow-ups used to be a bottleneck—now they’re done instantly. The AI drafts perfect emails, pulls in the right content, and makes every interaction more impactful."

Security

CustomerIQ prioritizes data security with:

• Data encryption in transit and at rest
• U.S.-based data centers
• No training on user data
• Workspace and role provisioning

FAQ:

• Will Quinn send anything without me reviewing? No, drafts are placed in your inbox; nothing goes out until you click Send.
• Does the AI sound robotic? Quinn trains on your own messaging history—tone, voice, sign-offs—so drafts are personal and authentic.
• Is my data used to train the AI? No, we don't use any data to train AI. All models used by CustomerIQ are pre-trained models.

CustomerIQ empowers sales teams to automate administrative tasks, personalize communications, and improve close rates. By integrating seamlessly with your inbox and CRM, CustomerIQ acts as an AI-powered executive assistant, freeing up time for selling and building relationships.