CallIQ automatically turns your phone calls into searchable transcripts, AI summaries, quality scores, and coaching insights. It plugs into your existing Snapcom phone system, with no new hardware and no extra work for your agents.
CallIQ listens to every conversation and surfaces what matters, so your team can coach, sell, and resolve faster.
Word-for-word transcription with the agent and customer correctly identified, not "Speaker 1 / Speaker 2." Key moments like upsets, save attempts, and coaching opportunities are flagged on a timeline of the call, so you can spot the important events without reading the whole transcript.
A concise summary, the key facts (names, account numbers, appointments, amounts), topics, and action items, all extracted automatically so no one has to listen back.
Every call is classified by outcome and scored for quality, with coaching opportunities flagged. Severe escalations and compliance risks raise critical flags for review, and real-time email or SMS alerts fire on the thresholds you set.
When a customer calls back, whoever answers sees the story before they pick up: the active-call window shows the caller's recent calls — when, who helped them, the outcome, and their sentiment — so an upset customer is never a surprise. Related calls are linked into threads automatically: after each call, CallIQ compares it with the customer's recent history and suggests the connection with one click to confirm, and the call detail's Thread tab shows the whole journey end to end.
Turn on the analysis that matters for each team. CallIQ adapts what it looks for and how it scores. One platform, tuned for each department, with industry-specific analysis for verticals from automotive to healthcare to legal.
Booking conversion, promo & upsell uptake, revenue opportunity scoring, and a live deal pipeline.
Required-mention checks, payment-collection and follow-up adherence, and procedure gaps.
Cancel & freeze intent, churn-risk scoring, save-attempt quality, and frustrated-caller alerts.
Because CallIQ is built into the Snapcom phone system, it sees more than the conversation. It sees how every call moved through your business, and which calls never became conversations at all.
See exactly which menu options callers press, by site and by menu, and how many hang up without choosing. A weekly report lands in your inbox and the full breakdown lives in the app, so you can fix menus that lose callers.
Every missed caller in one worklist, de-duplicated to their latest attempt. Your team checks each one off as they call back, so no lead or customer slips through the cracks.
Follow each call through your phone system: auto attendant, queues, holds, parks, and transfers, ending with who answered. The full timeline sits right inside the call, so "what happened to that call?" takes seconds to answer.
CallIQ connects directly to your CRM and writes each call's AI summary, key details, and outcome to the right contact automatically. Reps and managers see the full story on every contact and deal, and nobody logs calls by hand.
Each team member chooses whether their calls sync. The Snapcom Chrome extension adds click-to-call, a repeat-caller context card on incoming calls, CRM contact matching, and — when your admin turns it on — CRM deal and note context, right in the browser.
Every integration starts the same way: CallIQ matches the caller's phone number to the right record in your CRM, then writes the call there with its direction, duration, AI summary, key details, and a link back to the full call in CallIQ. An admin can connect once for the whole team, or each rep can connect their own account. What varies is how each CRM stores a call, so here is what to expect in yours.
Connects with your Salesforce login. Each call is logged as a completed Task on the matched contact, so calls appear in the standard activity timeline and in reports.
When AI analysis finishes, the Task is updated with the call summary and quality score. Sandbox orgs are supported for testing before go-live.
Connects with your Zoho login. Calls land in Zoho's native Calls module with start time and duration, linked to the matched contact, and are checked against Zoho's telephony records so the same call is never logged twice.
The AI summary is added to the call record once analysis completes.
Connects with your HubSpot login. Each call is logged as a HubSpot call engagement associated with the matched contact, with direction, duration, and timestamp, so it shows on the contact timeline and in HubSpot reporting.
Connects with your Pipedrive login. Calls are logged as completed call activities on the matched person, so they appear in the activity timeline and alongside the deals that person is on.
Connects with a Close API key from your settings, with no sign-in redirect. CallIQ finds the matching lead by phone number and logs the call on that lead, where it appears in Close's native call history.
Built for firms on Clio Manage. Connects with your Clio login. Calls are logged as phone communications on the matched contact, kept separate from billable time entries so nothing gets billed by accident.
The AI summary is appended to the communication after analysis.
For advisory firms on Wealthbox. Connects with a Wealthbox API token from your settings. Calls will be logged on the matched contact as a calendar event showing when the call happened, or as a note if your firm prefers, with the AI summary added once analysis completes.
The connection works both ways: when the phone rings, the extension's incoming-call window pulls context from your CRM alongside the call history — open deals and their stage, the latest note, and lifecycle status — so whoever answers has the full picture from both systems. Close and HubSpot to start.
Admin-controlled per domain and off by default, with the same privacy-first approach as call sharing.
The integration engine is built to add providers quickly. Tell us what you use and we'll let you know what's possible.
Your team takes calls exactly as they do today on Snapcom.
Recordings flow in automatically and are securely stored.
Each call is transcribed, summarized, scored, and classified.
Insights land in dashboards, alerts, and post-call emails.
New to CallIQ? Request access and we'll set up a live walkthrough. Already a customer? Log in to your dashboard.