Finally, a CRM built on your actual conversations.
CIQ is ingesting every conversation — so the full story of every client relationship is always at 1 place, where CIQ's AI agents can work as your account managers assistants.
No migration required. CIQ works on top your existing tools as an AI Account Manager that continuously monitors every relationship — surfacing risks, spotting opportunities, and keeping your team aligned.
Sound familiar?
Your CRM should work for you — not the other way around. Current CRMs depends on humans being the data pipeline. That's a design flaw from 1999 — and it's why the system meant to manage your relationships is the least reliable thing in your company.
Stop wasting time typing data into your CRM
Every meeting note, every call summary, every follow-up — entered by hand. Your team spends hours feeding the system instead of closing deals.
Your CRM isn't helping you sell or build relationships
It was supposed to be your growth engine. Instead it's a data graveyard — fields get filled, but nothing comes back that actually helps you win.
Fragmented communication history, losing context
Key details are scattered across emails, calls, chats, and meeting notes. When you need the full story, you're left piecing it together from memory.
No 360° view of what was communicated with a client
Who said what, when, and to whom? Nobody knows. Critical context slips through the cracks and your team ends up blindsided.
The hard part isn't AI. It's the context.
Most AI tools & CRMs fail because they only see a fraction of what's happening. We solve the foundational problem first — connecting every data source into one living knowledge base — so the AI actually has enough context to be useful.
CRM
Salesforce, HubSpot
Project Mgmt
Notion, Jira, Asana
Documents
SharePoint, Drive
Communication
Teams, Slack
Emails
Client & Internal
Live AI Agent
& Unified Context
Key Signals
Alerts for account managers
Auto-Generate
Emails, slides, proposals
Upsell Insights
Cross-client pattern analysis
Account Manager
Your AI watches every relationship — so nothing falls through the cracks
CIQ continuously monitors all client communication and surfaces what needs attention — before anyone has to ask.
Risk alerts
Client X hasn't responded in 12 days — and their last message flagged a budget review.
Opportunity flags
Client Y mentioned expanding into a new market during yesterday's call.
Follow-up reminders
You promised Acme a proposal by Friday. Here's a draft based on the conversation.
Daily digests
3 clients had meaningful activity yesterday. Here's what your team needs to know.
This AI has the full context of your client. That's why it works.
Prep meetings. Draft proposals. Detect risks. Track commitments. Here's a sample of what CIQ does with your data.
Prep me for tomorrow's call with Acme — key topics, open items, sentiment trend, and suggested talking points.
From the Prompt Library — 30+ ready-to-use workflows
Built for ourselves first — now proven at scale
300+ AI consultants • 7+ years in production AIWhen DataSentics crossed 300 people serving dozens of enterprise clients, the cracks in our account management were impossible to ignore. Context about every deal lived in scattered email threads, Slack messages, and meeting notes that nobody had time to re-read. Proposals took days to prepare because account managers had to piece together the full picture from scratch every time. Delivery risks surfaced too late — often only after a client raised them.
We deployed CIQ across all of our accounts. Within weeks, the shift was tangible: the AI kept a continuously updated storyline for every client, flagged risks before they escalated, and gave each account manager an instant, complete brief before any call or proposal. Leadership finally had a real-time pulse on the business without chasing people for updates.
faster proposal preparation for clients
fewer service-delivery issues thanks to early detection
revenue per account growth across the board
visibility for leadership across every account
“CIQ changed how we work with clients. Our account managers stopped losing hours on manual prep, our delivery teams caught issues earlier, and we saw measurable revenue growth across accounts — all because the full context was finally in one place.”
We handle the implementation for you
Instead of other SaaS companies we take full complexity and risks on us. You pay us only when it works. We take on ourselves all AI, infra and implementation costs for you. Get up and running in 2–3 weeks and save a lot compared to building it yourselves.
We consolidate your data
We plug into your existing communication stack — email, Slack, Teams, meeting recordings, contracts, shared drives, and your product & service portfolio. You don't build anything. We handle the data engineering.
Backed by DataSentics — 300+ data & AI engineers. Data integration is our core business. That's why we take the risk, not you.
AI starts working every account
Once connected, CIQ continuously works every client relationship — tracking what's been said, what's been promised, and what's changed. It thinks like an account manager: checking in on every account, weighing everything that's going on, and recommending the key actions your team should take next.
Your team gets signals and a productivity boost
Proactive alerts tell your team what needs attention right now. The AI assistant lets them generate everything they need on the spot — meeting prep, proposals, follow-ups, portfolio overviews. No digging, no guesswork.
One problem. Three approaches.
All three use AI. Only one is built to understand your clients and actually do the work.
CIQ
Buy solution (product & implementation), not another tool
Complex 360° context in one place
Relationships, stakeholders, history — queryable and persistent
AI continuously learning your relationships
A platform for your team — no need to become AI engineers
Any data source, including legacy systems
We are a data company, not a tool vendor
Quick time to market
No risk from product development
Pay for business impact, not implementation
You pay only when your team can use it
Tailored to your needs
Product adapted for you
No lock-in
You own the IP after 1 year
All costs included
Implementation, IT, adoption
AI Tools & Agents
Copilot, Gemini, ChatGPT
Incomplete context
Works on files and chat — no structured relationships between data
Everyone re-inputs context every time
Quality depends on how well the user asks — leading to mistakes and inconsistency
Individual tool, not a team workflow
Outputs are isolated responses, not tied to workflows
No shared memory
Each user and session starts from zero context
Vendor locked
Tied to a single platform with no way out
Paying for tool, not business impact
License costs grow regardless of actual value delivered
Wasting your team's time
Everyone hacking on their own how AI could help them
Build In-House
Custom AI development
Do you really have the team to operate this long-term? Are you ready to own the entire TCO?
AI Cost Management
People start using AI heavily — how will usage be monitored, budgeted, and capped as adoption scales?
IT Infrastructure Costs
How do you avoid over-provisioning? What happens cost-wise as users grow from 10 to 1,000?
Product Development Capability
Are you truly experts in building user-centric apps? Can you move faster than a startup focused only on this?
Adoption & Organizational Support
What if 100+ bankers don't adopt it? How will you drive adoption, training, and long-term usage?
Long-Term Support & Sustainability
Years 4–5: will you retain the team? What if the system starts breaking? Is there a fallback plan?
You have bigger priorities than building your own CRM
Leave the AI-heavy lifting to us. Book a 30-minute call and see how your team can benefit from client intelligence right away — no internal build required.
Live demo on real data
See CIQ running with scenarios that mirror your workflow — ready to use, not ready to build.
Data source assessment
We'll map your communication tools and estimate how fast you can go live.
Early-adopter pricing
Pilot customers get meaningful discounts as we bring CIQ to market.
See CIQ in 90 seconds
From fragmented inboxes to one living client timeline — with AI that works for your team.
Traditional CRM vs. CIQ
One depends on your team typing things in. The other listens to the conversations that are already happening.
S Traditional CRM Salesforce, HubSpot, etc. | C CIQ The self-building CRM | |
|---|---|---|
How data gets in | Manual entry by humans | Automatic — listens to conversations |
Data accuracy | Degrades daily, fiction within weeks | Always current, always complete |
What it knows | What someone typed into a field | Full conversation context across every channel |
Proactive alerts | None — it's a database you check | Risks, opportunities, follow-ups surfaced automatically |
Meeting prep | Search records, hope they're updated | 30-second AI-generated brief from real conversations |
When someone leaves | Contacts export + guesswork | Complete relationship context, nothing lost |
Your team's experience | Admin burden, data entry tax | Zero input — just do your job |
How data gets in
Manual entry by humans
Automatic — listens to conversations
Data accuracy
Degrades daily, fiction within weeks
Always current, always complete
What it knows
What someone typed into a field
Full conversation context across every channel
Proactive alerts
None — it's a database you check
Risks, opportunities, follow-ups surfaced automatically
Meeting prep
Search records, hope they're updated
30-second AI-generated brief from real conversations
When someone leaves
Contacts export + guesswork
Complete relationship context, nothing lost
Your team's experience
Admin burden, data entry tax
Zero input — just do your job
Already locked into a CRM? CIQ can work alongside it — enriching your existing system with real conversation data while your team stops doing manual entry.
Let's talk about your client relationships
30 minutes. We'll show you the platform, you tell us where it hurts. No commitment.