CustomerIQ Reviews & Product Details

CustomerIQ goes one step further than the other AI notetakers that we've used and actually accomplishes tasks for us. We use it for CRM data entry on all of our sales calls also use the new email assistant function. We switched from Fireflies because CIQ showed that it would actually take these next steps for us. Review collected by and hosted on G2.com.

There is nothing that we dislike about CIQ. The pace of development is super fast, and we're excited to see what comes next. The only thing that we don't like is the immaturity of some in understanding the why/how of AI notetakers...and this sometimes requires explaining on a call. Review collected by and hosted on G2.com.

The concise call summaries are great, capturing the key points, next steps, and action items without fluff. We can also cluster highlights to spot trends across multiple interviews, which we use a lot for open-ended user interviews. We've found the transcription and summaries to be way more accurate/helpful than Zoom's AI companion. The setup was incredibly easy—it was ready to go almost instantly and worked seamlessly with both Zoom and Google Meet. I use it several times a day, and it’s been flawless every single time. Review collected by and hosted on G2.com.

I'd like a way to see video clips of the highlights in the highlight itself-- but as I understand it, they're adding this shortly Review collected by and hosted on G2.com.

After maternity leave I had a massive backlog of email which was super overwhelming. Sean and the team helped me apply their script so I could get through all those emails fast! Their level of service was excellent - highly recommend. Review collected by and hosted on G2.com.

No real downsides, one suggestion is for emails once categorised to go into folders rather than stay in the inbox. Review collected by and hosted on G2.com.

Our team relies heavily on meeting notes in Hubspot, and we needed a solution that didn’t just summarize but actually helped us drive action. After testing several tools, CustomerIQ stood out. The way it integrates with Hubspot, and its ability to not just summarize meetings but update all our fields, has been a game-changer. Also impressive how it picks up on our industry-specific nuance (equipment finance). Review collected by and hosted on G2.com.

Sometimes there are misspellings in the transcript but that's to be expected. Review collected by and hosted on G2.com.