CustomerIQ + Outlook
Microsoft's enterprise email and calendar solution for businesses. Connect with CustomerIQ to automate data entry, sync all communications, and unlock AI-powered revenue intelligence.
What gets synced
The problem
Email overload makes it impossible to stay organized.
Manual sorting and filing takes hours each week.
No insight into team communication patterns.
Important client emails get buried.
Three ways we supercharge your Outlook.
*there are many more, but we thought we'd ease you into it.
Automated Organization
Intelligent Sorting
Every email automatically categorized and prioritized. Focus on what matters most.
Faster Communication
One-Click Replies
AI drafts contextual responses based on your tone and history. Review and send in seconds.
Team Visibility
Performance Analytics
Monitor response times, email volume, and workload balance across your organization.
Powerful features for Outlook users
Everything you need to automate your workflow and gain actionable insights.
Complete Email Capture
All Outlook emails automatically synced to your connected systems in real-time.
Custom Categorization
AI categorizes every email using categories tailored to your business needs.
AI Draft Replies
Get intelligent reply suggestions that match your tone and include relevant context.
Team Performance Insights
Track reply times, workload by category, and team email performance.
Easy setup
Get started in minutes
Connect Outlook to CustomerIQ in three simple steps.
Connect Outlook
Authenticate your Microsoft 365 account with CustomerIQ.
Set up rules
Define categorization rules and automation preferences.
Go live
Enable the integration and watch your email workflow transform.
Why teams love CustomerIQ + Outlook
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 Outlook?
See how CustomerIQ can transform your workflow with a personalized demo.