--- title: CustomerIQ Reviews meta_title: 'CustomerIQ Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how CustomerIQ works for a business like yours. aggregate_rating: rating_value: 4.9 review_count: 4 scale: '5' date_modified: '2026-06-30' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # CustomerIQ Reviews **Vendor:** CustomerIQ **Category:** [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) **Average Rating:** 4.9/5.0 **Total Reviews:** 4 ## About 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 Pros & Cons **What users like:** - Users appreciate the **efficient task execution** of CustomerIQ, making CRM data management and meeting summaries seamless and actionable. (3 reviews) - Users value how CustomerIQ provides **actionable insights** , seamlessly integrating with tools and enhancing productivity across meetings. (3 reviews) - Users commend the **accuracy of summaries** in CustomerIQ, significantly enhancing actionable insights from meetings. (2 reviews) - Users appreciate the **CRM integration** of CustomerIQ, which enhances productivity by automating data entry and actions. (2 reviews) - Users commend the **excellent customer support** from CustomerIQ, making overwhelming tasks manageable and efficient. (2 reviews) - Easy Setup (2 reviews) - Helpful (2 reviews) - Integrations (2 reviews) - Time-saving (2 reviews) - Useful (2 reviews) **What users dislike:** - Users notice **accuracy issues** with transcripts due to occasional misspellings, which can affect overall usability. (1 reviews) - Users note the **immaturity in AI understanding** can lead to confusion, requiring additional explanations during calls. (1 reviews) - Users note the **immaturity in understanding AI** notetakers can complicate communication and usage. (1 reviews) - Users note occasional **misspellings in transcripts** , which may impact the overall accuracy of the product. (1 reviews) - Users note occasional **misspellings in the transcripts** , which can detract from the overall reliability of the product. (1 reviews) - Note-Taking Issues (1 reviews) - Transcript Quality (1 reviews) ## CustomerIQ Reviews ### 1. The next step after note staking **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin D. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2025 **What do you like best about CustomerIQ?** 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. **What do you dislike about CustomerIQ?** 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. **What problems is CustomerIQ solving and how is that benefiting you?** We no longer have to take notes and now don't have to manually update the CRM with next steps. Some of these next steps are even being taken by the email assistant. ### 2. Useful tool for customer insights **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas S. | Principal, UX & Digital Strategy, Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2024 **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. **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 **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. ### 3. Helped me get to inbox zero! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about CustomerIQ?** 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. **What do you dislike about CustomerIQ?** No real downsides, one suggestion is for emails once categorised to go into folders rather than stay in the inbox. **What problems is CustomerIQ solving and how is that benefiting you?** Helped me get on top of my emails! ### 4. Great product with great team. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2024 **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). **What do you dislike about CustomerIQ?** Sometimes there are misspellings in the transcript but that's to be expected. **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. - [View CustomerIQ pricing details and edition comparison](https://www.g2.com/products/customeriq-customeriq/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-10+06%3A29%3A11+-0500&secure%5Bsession_id%5D=20ab700e-c40d-4597-85d3-3c35de331eb7&secure%5Btoken%5D=492404c5cfda4e486d1da69e7637b1b75cdd121b794becea2cefe8c0b65334df&format=llm_user) ## CustomerIQ Features **Call Analytics** - Call Recording - Machine Learning - Call Analysis **Voice** - Accuracy **Organization** - Data Entry - Integrations / APIs **Artificial Intelligence - Conversation Intelligence** - Speech-to-Text - Sentiment Analysis **Transcription** - Speaker Identification **Meeting Automation - AI Meeting Assistants** - Automated Note-Taking - Voice Recognition - Action Item Tracking **Editing** - Text Editing **Generative AI** - AI Text Summarization **Meeting Insights - AI Meeting Assistants** - Sentiment Analysis - Personalization - Smart Summaries **Integration** - Data Security - API - Voice Files - Integrates With Existing Applications **Accessibility - AI Meeting Assistants** - Language Translation - Real-Time Transcription - Accessibility Guidelines Compliance **Agentic AI - Conversation Intelligence** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Transcription** - Autonomous Task Execution - Cross-system Integration - Decision Making **Agentic AI - AI Meeting Assistants** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Decision Making **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Meeting Capture & Retention - AI Meeting Assistants** - Bot Presence - Meeting Moments Management - Audio or Video Recording ## Top CustomerIQ Alternatives - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - 4.7/5.0 (9,351 reviews) - [Fathom](https://www.g2.com/products/fathom-video/reviews) - 5.0/5.0 (6,912 reviews) - [tl;dv](https://www.g2.com/products/tl-dv/reviews) - 4.7/5.0 (521 reviews)