CustomerIQ

What is CustomerIQ

CustomerIQ is an AI-driven platform that integrates with CRM systems, help desks, and messaging apps to automate sales processes, enhance customer experience, and provide valuable insights. It streamlines workflows with automated data entry, follow-ups, and documentation while surfacing customer pain points, feature requests, and trends to inform strategic decisions. The platform also ensures data security and adapts to any volume of data, helping teams optimize efficiency and drive revenue.

Key Features of CustomerIQ

- Process Automation: Save time on data entry, follow-ups, and documentation by automating these tasks seamlessly.

- Data Hygiene: Enrich your CRM with field-level data entries discovered by AI to maintain high-quality data.

- Customer Intelligence: Uncover pains, feature requests, issues, and praises from customer interactions in real-time.

- AI Assistant: Strategize, create content, and move accounts forward with an AI that understands customer needs.

- Automated Data Entry: Synthesize field-level highlights and push them to your CRM, replacing manual data cleaning.

- Insight Summaries: Provide summaries of calls and customer interactions, translating into actionable insights and follow-up tasks.

- Theme Identification: Identify new themes in sales or support conversations to track topics and prioritize work based on quantifiable insights.

- Content Generation: Utilize AI to create content rooted in customer intelligence, ensuring relevance and accuracy.

- Enterprise-Grade Security: Ensure data privacy and safety with robust, up-to-date security features, including data encryption in transit and at rest.

- No Training on Your Data: Guarantee that your data is not used to train third-party AI/ML models.

- Role Provisioning: Provide workspace and role-specific access, scaling to any volume of data as needed.

- Seamless Integration: Connect existing systems and tools, getting your team up and running within minutes.

- Chrome Extension: Collect customer feedback from anywhere with the CustomerIQ Chrome Extension.

- Automatic Sales/CS Handoff Documents: Create comprehensive Sales/CS handoff documentation automatically using AI.

- Real-Time Visibility: Gain real-time insights into customer needs, requests, pain points, and praises, aligning team actions with customer priorities.

- Actionable Insights: CustomerIQ doesn't just provide insights but drives revenue and improves workflows with generative AI.

- Flexible AI Models: Adapt to your specific needs and data volumes, capturing feedback from various sources.

Pricing

Free Plan:

• Cost: $0/month
• Features:
  • Unlimited collaborators
  • 5,000 AI tasks
  • CSV uploads
  • Zapier integrations

Plus Plan:

• Cost: $65/collaborator/month, billed annually (minimum 5 seats), or $75/collaborator/month, billed monthly
• Features:
  • Everything in Free plan
  • Unlimited document viewers
  • 2,500 AI tasks per seat/month
  • Admin privileges
  • Native integrations

Pro Plan:

• Cost: $80/collaborator/month, billed annually (minimum 10 seats), or $90/collaborator/month, billed monthly
• Features:
  • Everything in Plus plan
  • 3,000 AI tasks per seat/month
  • Premium integrations

Enterprise Plan:

• Cost: Custom pricing (minimum 25 seats)
• Features:
  • Everything in Pro plan
  • Priority support
  • Unlimited AI tasks
  • Ongoing success program