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features
design
support

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Description

CustomerIQ serves as an AI-driven assistant aimed at optimizing and simplifying administrative responsibilities for revenue teams, allowing them to redirect their efforts towards sales and enhancing customer interactions. It offers smooth integration with various platforms, including Zoom, Google Meet, Microsoft Teams, Gmail, Outlook, Salesforce, and HubSpot, and provides features such as AI-generated meeting notes, automated CRM updates, tailored email composition, and smart inbox organization. By capturing and summarizing meeting discussions, it automatically refreshes CRM records, crafts context-aware email responses, and organizes inboxes with intuitive labels. Additionally, CustomerIQ includes a content repository, enabling users to upload essential materials that the AI can utilize in communications. The platform also allows for the production of shareable clips from recorded meetings, fostering collaboration within teams and improving engagement with customers. Furthermore, its user-friendly interface enhances efficiency, making it a vital tool for any revenue team looking to maximize productivity.

Description

The Email Assistant transforms your inbox into a more efficient environment by automatically managing organization, crafting replies, scheduling meetings, and prioritizing tasks. It categorizes emails with tags to differentiate between those requiring responses and those that are purely informational, aiding you in achieving the goal of "inbox zero." By generating drafts that align with your communication style and tone, it simplifies the process of responding to messages. When it comes to scheduling, the Assistant streamlines the process of coordinating meetings and adds them directly to your calendar, alleviating the need for manual effort. Additionally, it enhances your email search capabilities by providing summaries of important meetings, essential emails, and daily tasks, ensuring you begin your day well-informed. Central to its functionality is a strong emphasis on security and privacy measures. It seamlessly integrates with popular platforms like Gmail and Outlook, offering a comprehensive solution for email management. With these features, the Assistant not only saves time but also enhances productivity in your daily communication.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
Microsoft Outlook
Axis LMS
Gong
Google Calendar
Google Meet
HubSpot CRM
HubSpot Customer Platform
Microsoft Teams
Perplexity
Perplexity Max
Salesforce
Slack
Zapier
Zendesk
Zoom

Integrations

Gmail
Microsoft Outlook
Axis LMS
Gong
Google Calendar
Google Meet
HubSpot CRM
HubSpot Customer Platform
Microsoft Teams
Perplexity
Perplexity Max
Salesforce
Slack
Zapier
Zendesk
Zoom

Pricing Details

$29 per month
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CustomerIQ

Founded

2023

Country

United States

Website

www.getcustomeriq.com

Vendor Details

Company Name

Perplexity AI

Founded

2022

Country

United States

Website

www.perplexity.ai/assistant

Product Features

Product Features

Email Management

Data Recovery
Email Archiving
Email Monitoring
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

Alternatives

Alternatives

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