CustomerIQ + Lightspeed Voice
Business phone system designed for insurance agencies and small businesses. Connect with CustomerIQ to automate data entry, sync all communications, and unlock AI-powered revenue intelligence.
What gets synced
The problem
Phone calls are your primary client touchpoint but rarely documented.
Manual call logging is tedious and often skipped.
No insight into call volume, duration, or outcomes.
Compliance and E&O risks from undocumented conversations.
Three ways we capture every conversation.
*there are many more, but we thought we'd ease you into it.
Never Miss a Call
Automatic Capture
Every inbound and outbound call captured, transcribed, and logged automatically.
Instant Notes
Smart Summaries
AI generates call summaries with action items and follow-up recommendations.
Connected Systems
Full Integration
Call data flows directly to your AMS and CRM. No manual entry required.
Powerful features for Lightspeed Voice users
Everything you need to automate your workflow and gain actionable insights.
Seamless Call Capture
Every inbound and outbound call automatically captured and logged.
Call Transcription
AI transcribes calls with speaker identification and key point extraction.
Performance Analytics
Track call volume, duration, and outcomes across your team.
CRM/AMS Integration
Call data flows directly to your connected management systems.
Easy setup
Get started in minutes
Connect Lightspeed Voice to CustomerIQ in three simple steps.
Connect Lightspeed
Authorize CustomerIQ to access your Lightspeed Voice account.
Map destinations
Configure where call data should be logged in your systems.
Activate sync
Enable real-time call capture and transcription.
Why teams love CustomerIQ + Lightspeed Voice
Stop wasting time on manual data entry. Let CustomerIQ handle the busywork while you focus on what matters most - your clients.
- Save 2+ hours per day on data entry
- Never miss a follow-up or important detail
- Get AI insights on client health and risks
- Improve team response times by 40%
- Complete audit trail of all communications
- Seamless setup in minutes
Ready to connect Lightspeed Voice?
See how CustomerIQ can transform your workflow with a personalized demo.