CustomerIQ
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About
CustomerIQ is a robust AI platform designed to drive revenue and customer retention by automating administrative tasks and providing actionable insights through seamless integration with existing CRMs, help desks, and messaging applications. It features tools like CRM Automation, Deal Assistant, and AI Insights to enhance the efficiency of sales teams, marketing, and customer success departments. With the ability to capture data from various communication channels and analyze it for better decision-making, CustomerIQ aims to empower businesses to focus more on building relationships while the AI handles routine tasks. CustomerIQ also prioritizes security, ensuring data is encrypted and that customer data is not used to train AI models, thereby providing peace of mind to users. Additionally, the platform offers a flexible pricing model catering to different needs, from free options for small teams to custom solutions for larger enterprises.
Platform
Task
Features
• enterprise-grade security
• ai insights
• integrations with existing tools
• crm automation
• deal assistant
FAQs
What are AI tasks?
A task is how we measure AI usage. For example, processing a review typically takes about 1 task.
How many tasks do I need?
The number of tasks depends on the data you stream to your workspace. Processing one review takes ~1 task, while a 1-hour call takes ~200.
What is a collaborator?
A collaborator can make changes in your workspace, including editing documents.
What is a viewer?
Viewers can see assets and docs but cannot edit them.
What happens if I hit my task limit?
CustomerIQ will notify you at 80% and 100% of your limit. Additional tasks can be added according to your billing plan.
Can I change my plan later?
Yes, upgrades are possible at any time and prorated for the rest of the month.
What if I decide to cancel?
You can cancel at any time and will receive a prorated credit for the remainder of the billing cycle.
What is priority support?
Priority support provides faster, prioritized responses from the support team.
Pricing Plans
PLUS
USD65.00 / per collaborator/month• Everything in Free
• Unlimited Doc viewers
• 2,500 AI credits per seat/month
• Admin privileges
• Native integrations
PRO
USD80.00 / per collaborator/month• Everything in Plus
• 3,000 AI credits per seat/month
• Premium integrations
ENTERPRISE
Unknown Price• Everything in Pro
• Priority support
• Unlimited AI credits
• Unlimited collaborators
• Ongoing success program
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