--- 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: '2026-07-17' 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 value the **task automation** of CustomerIQ, transforming meetings into actionable insights with seamless integration. (3 reviews) - Users highlight the **task automation** of CustomerIQ, significantly enhancing productivity by driving actionable insights from meetings. (3 reviews) - Users find **CustomerIQ's accuracy** remarkable, delivering precise summaries and helping drive actionable insights effectively. (2 reviews) - Users value the **seamless CRM integration** of CustomerIQ, enhancing productivity by automating data entry and actions. (2 reviews) - Users commend the **excellent customer support** from CustomerIQ, enabling swift and effective task management and assistance. (2 reviews) - Easy Setup (2 reviews) - Helpful (2 reviews) - Integrations (2 reviews) - Time-saving (2 reviews) - Useful (2 reviews) **What users dislike:** - Users note occasional **accuracy issues** in transcripts, including misspellings, which can impact their overall experience. (1 reviews) - Users highlight the **inaccuracy of AI understanding** , necessitating explanations during calls and affecting user experience. (1 reviews) - Users find the **immaturity in understanding AI notetakers** sometimes leads to frustrating explanations during calls. (1 reviews) - Users notice **misspellings in transcripts** occasionally, which can be a minor inconvenience during use. (1 reviews) - Users notice occasional **misspellings in the transcription** , which may detract from the overall experience. (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?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+19%3A35%3A19+-0500&secure%5Bsession_id%5D=687c4736-4b15-44d3-b3bd-18082ad45ab3&secure%5Btoken%5D=d3990329b07cc97c5bcff602b6072e4b11fb7afae142ffb70e1dd05b7d3f6945&format=llm_user) ## CustomerIQ Features **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Third-Party Integrations** - Third-Party Integrations **Agenda Management** - Agenda Management **Speech Recognition** - Speech Recognition **Scheduling** - Scheduling **Video Conferencing** - Video Conferencing **Decision Support** - Decision Support **Accessibility Compliance (WCAG)** - Accessibility Compliance (WCAG) **Real-Time Language Translation** - Real-Time Language Translation **Autonomous Task Execution** - Autonomous Task Execution **Meeting Notes** - Meeting Notes **Action Management** - Action Management **Sentiment Analysis** - Sentiment Analysis **Call Transcription** - Call Transcription **Recording** - Recording **Transcript Search & Annotation** - Transcript Search & Annotation **Action Item Tracking** - Action Item Tracking **Call Analytics** - Call Recording - Machine Learning - Call Analysis - Trend Analysis - Real-Time Data - AI/Machine Learning **Voice** - Accuracy **Organization** - Data Entry - Integrations / APIs - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Artificial Intelligence - Conversation Intelligence** - Speech-to-Text - Sentiment Analysis **Transcription** - Speaker Identification - Full Text Search - Compliance Management - Version Control - User Management - File Management - Content Management - Data Storage Management - Meeting Management - Video Management - Document Management **Meeting Automation - AI Meeting Assistants** - Automated Note-Taking - Voice Recognition - Action Item Tracking **Performance Analysis** - Email Tracking - Call Tracking **Editing** - Synchronous Editing **Generative AI** - AI Text Summarization - Generative AI **Meeting Insights - AI Meeting Assistants** - Sentiment Analysis - Personalization - Smart Summaries **Integration** - Data Security - API - Voice Files - Integrates With Existing Applications - Real-Time Data **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 - Third-Party Integrations - Forecasting **Additional Functionality** - Performance Metrics - Keyword Filtering - Natural Language Processing - For Contact Centers - Reporting & Statistics - Call Tracking - Alerts/Notifications - AI Copilot - Automatic Transcription - Playbooks - Employee Coaching Tools - Text Mining - Trend/Problem Indicators - Notes Management - Retention Tracking - Feedback Management - Recommendations - Dashboard - Multi-Channel Communication - Access Controls/Permissions - Compliance Tracking - API - Rules-Based Workflow - Intent Recognition - Tagging - Collaboration Tools - Prioritization **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - Transcription** - Autonomous Task Execution - Cross-system Integration - Decision Making - Third-Party Integrations - File Transfer **Agentic AI - AI Meeting Assistants** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Decision Making **Additional Functionality** - Part of Speech Tagging - Natural Language Processing - Customer Support - Subtitles/Closed Captions - Speech Recognition - Collaboration Tools - Time Stamps - Custom Fonts - Generative AI - Caption Service - Media Upload - Text Overlay - Keyword Search - Full Text Extraction - Multiple File Format Support - Speech-to-Text Analysis - Preview Functionality - AI Copilot - Live Streaming Production - Timecoding - File Sharing - Historical Reporting - Call Recording - Data Synchronization - Data Import/Export - IVR - Automatic Formatting - Multiple Format Support - Annotations - Mobile Access - Automatic Transcription - Projections - AI/Machine Learning - For Manual Transcription - Video Support - Tagging - Sentiment Analysis - Audio/video file upload - Playback Controls - Chat Transcript - Reporting/Analytics - Access Controls/Permissions - Multimedia Support - Automatic Transcription Services - Multi-Language - On-Demand Recording - Secure Data Storage - Lead Capture - Search/Filter **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **Meeting Capture & Retention - AI Meeting Assistants** - Bot Presence - Meeting Moments Management - Audio or Video Recording **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation ## Top CustomerIQ Alternatives - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - 4.7/5.0 (9,369 reviews) - [Fathom](https://www.g2.com/products/fathom-video/reviews) - 5.0/5.0 (6,968 reviews) - [tl;dv](https://www.g2.com/products/tl-dv/reviews) - 4.7/5.0 (529 reviews)