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CustomerIQ Reviews & Product Details

Thomas S.
TS
Principal, UX & Digital Strategy
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about CustomerIQ?

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.

What do you dislike about CustomerIQ?

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.

What problems is CustomerIQ solving and how is that benefiting you?

CustomerIQ helps us efficiency summarize key insights from user interviews and expedites analysis by helping us draw themes across multiple interviews. Overall, it's a huge efficiency gain. Review collected by and hosted on G2.com.

CustomerIQ Overview

What is CustomerIQ?

CustomerIQ automates administrative tasks like CRM data entry, surfaces relevant content, and extracts insights to shorten sales cycles. Purpose-built for teams, CustomerIQ's AI notetaker records, transcribes, and summarizes meetings, emails, and voice notes then turns those into CRM fields, summaries, account intelligence and insights for your sales, CS, product, and marketing teams. Teams use CustomerIQ every day to automate CRM data entry, document generation, and discover/track trends across every conversation.

CustomerIQ Details
Languages Supported
English
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Product Description

CustomerIQ automates CRM data entry, surfaces relevant content, and extracts insights to shorten sales cycles.


Seller Details

Sean S.
SS
Overview Provided by:

Recent CustomerIQ Reviews

Thomas S.
TS
Thomas S.Small-Business (50 or fewer emp.)
5.0 out of 5
"Useful tool for customer insights"
The concise call summaries are great, capturing the key points, next steps, and action items without fluff. We can also cluster highlights to spot ...
Verified User
E
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Great product with great team."
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...
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CustomerIQ Media

CustomerIQ Demo - Automate Your CRM Data Entry
CustomerIQ transcribes and summarizes meetings, emails, and voice notes then populates any CRM field with insights
CustomerIQ Demo - Account Intelligence
CustomerIQ systematically organizes and analyzes every conversation by contact and account so your teams have instant answers at their fingertips.
CustomerIQ Demo - Document Generation
Using context captured from conversation threads, CustomerIQ can automate the generation of any document - from statements of work to handoff docs.
CustomerIQ Demo - Make Every Tool in Your Stack Better
CustomerIQs powerful integrations supercharge all your tools with valuable prospect and customer context.
CustomerIQ Demo - Cross-Functional Teams
CustomerIQ was uniquely designed to serve every team - building a bridge of intelligence between sales, CS, and operations.
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1 out of 2 Total Reviews for CustomerIQ

4.8 out of 5
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1 out of 2 Total Reviews for CustomerIQ
4.8 out of 5
1 out of 2 Total Reviews for CustomerIQ
4.8 out of 5

CustomerIQ Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
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G2 reviews are authentic and verified.
Verified User in Computer Software
EC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about CustomerIQ?

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.

What do you dislike about CustomerIQ?

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

What problems is CustomerIQ solving and how is that benefiting you?

Automating CRM entry into Hubspot, summarizing meetings, and enabling our team with more efficient handoffs. This allows us to save time and capture more details than ever before. Review collected by and hosted on G2.com.

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