CustomerIQ + NowCerts
Modern, cloud-based agency management system with powerful automation features. Connect with CustomerIQ to automate data entry, sync all communications, and unlock AI-powered revenue intelligence.
What gets synced
The problem
NowCerts has great automation, but communication logging is still manual.
Emails and calls should be in client records, but who has time?
Gaps in documentation create liability risks.
Hard to see the full picture of client relationships.
Three ways we supercharge your NowCerts.
*there are many more, but we thought we'd ease you into it.
Instant Updates
Real-Time Sync
Communications sync to NowCerts the moment they happen. Always current.
Organized Records
AI Categorization
Every email and call categorized by type and urgency automatically.
Business Insights
Pipeline Intelligence
Track sales opportunities and service trends across your entire book.
Powerful features for NowCerts users
Everything you need to automate your workflow and gain actionable insights.
Real-Time Sync
Client activities sync instantly between CustomerIQ and NowCerts.
Automated Documentation
Every client touchpoint documented automatically in NowCerts records.
AI Categorization
Communications categorized by type, urgency, and required action.
Pipeline Visibility
Track sales opportunities and service requests across your book.
Easy setup
Get started in minutes
Connect NowCerts to CustomerIQ in three simple steps.
Connect NowCerts
Link your NowCerts account with secure API credentials.
Define rules
Set up your automation rules and sync preferences.
Launch integration
Enable the integration and eliminate manual data entry.
Why teams love CustomerIQ + NowCerts
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 NowCerts?
See how CustomerIQ can transform your workflow with a personalized demo.