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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
Integrations
Gmail
Microsoft Outlook
Axis LMS
Gong
Google Calendar
Google Meet
HubSpot CRM
HubSpot Customer Platform
Microsoft Teams
Perplexity
Integrations
Gmail
Microsoft Outlook
Axis LMS
Gong
Google Calendar
Google Meet
HubSpot CRM
HubSpot Customer Platform
Microsoft Teams
Perplexity
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