Best SALES Automation & Prospecting Tools
The must-haves in your outbound sales tool stack
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All The Sales Tools You'll Ever Need
Explore our comprehensive directory of sales software, categorized for your convenience.
Best SALES Automation & Prospecting Tools
The must-haves in your outbound sales tool stack
Explore our comprehensive directory of sales software, categorized for your convenience.
CustomerIQ uses AI to automate email replies, update CRMs, and coach reps in real-time, saving hours daily and boosting sales.
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CustomerIQ
Cold Email Software
CustomerIQ is recommended for independent insurance agencies and sales teams who want to save time on emails, automate CRM updates, and improve follow-ups to close deals faster. It helps reps focus on clients, not inboxes, as used by teams like HubSpot and Wendt Partners.
CustomerIQ offers three pricing tiers starting at $39 per seat per month, with a free 7-day trial and no credit card required. The Starter plan includes email categorization and AI email drafting, Plus adds meeting assistance and CRM automation at $59, and Pro includes VoIP integration plus priority support for $89, billed monthly or annually. Add-ons such as Workflow Credits and Outlook Shared Inbox are available to enhance team automation and shared inbox management.
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CustomerIQ requires basic configuration where you connect your email and CRM accounts and add their AI assistant snippet, which can be completed solo in minutes. After setup, it auto-organizes emails, drafts replies, and updates CRM, allowing immediate use with minimal adjustment.
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