CustomerIQ

CustomerIQ is an AI conversation management platform that connects to a team's email, phone system and CRM or agency management system. It captures emails, meetings, calls and voice notes, records and transcribes calls, and turns them into structured CRM notes, objects and associations. The vendor frames the goal as responding faster, following up consistently and keeping service quality high so that teams win and retain revenue. A version called CustomerIQ for Insurance targets insurance agencies. It is built for sales and service teams. The paid plans list an AI email assistant, AI meeting assistant, AI call coach and AI knowledge assistant, a CRM assistant, ticket and deal management, performance reporting, conversation insights and topic watch lists. The Pro plan adds VoIP phone integration and priority support, and Enterprise adds custom integrations, dedicated support and custom workflows. Pricing is per seat. A free one time trial includes all Pro features with 500 emails, 3,000 properties and 10 call hours. Plus is $50 per seat per month and Pro is $75 per seat per month on annual billing, rising to $59 and $89 per seat per month when billed monthly. Enterprise pricing is available through sales. Add ons include Workflow Credits at $349 per month and an Outlook Shared Inbox add on at $149 per month.