AI for sales and customer relations: pipeline truth, churn risk, and what a customer is worth, in one chat.
Connect HubSpot, LeadConnector, Stripe, Shopify, QuickBooks, Gmail, Slack, and more through read-only connectors. Ask about pipeline, renewals, churn risk, which accounts need attention next, and what a customer actually bought. Plain language in, cited answers out. No exports, no spreadsheet stitching, no SQL.
Read-only access. 30-day free trial. Cancel anytime.
- Only reads your data. Never changes it.
- Checked by an outside auditor
- CorpusIQ does not train models on customer data
- Works with ChatGPT, Claude, Perplexity and Slack
Claude
hubspot.deals
stripe.charges
gmail.messagesAnswer, per accountHarbor Supply has stopped ordering and has an open invoice. Beacon Labs went quiet after their champion changed roles. Northwind is current and replying.
HubSpotStripeGmailIllustrative example. Not real customer data.
Shopify
QuickBooks- Stripe
Meta Ads
Google Ads
Klaviyo
Google Analytics 4- HubSpot
- Gmail
Slack
Google Drive
Outlook
Mailchimp
Etsy
TikTok
Instagram
Facebook
YouTube
Google Sheets
Google Docs
Google Calendar
Google Search Console
OneDrive
Dropbox
Calendly
PostHog
Semrush
Ahrefs
Axonaut
SHOPLINE
Airtable
PostgreSQL
SQL Server
AWS S3
MongoDB
Azure Cosmos DB
The CRM, the inbox, and the books each keep a different version of the customer. None of them agree.
HubSpot says$84,200Closed-won, this quarterStripe says$71,900Collected, this quarterQuickBooks says$66,400Invoiced, this quarterThe CRM says one number. Finance says another.
Closed-won in the CRM, collected in Stripe, invoiced in QuickBooks. Three tools, three totals for the same account, and an afternoon of exports to explain the gap.
Churn shows up at the renewal, not before it.
A customer rarely announces they are leaving. They stop ordering, slow their replies, and skip meetings first, and none of that lands in a CRM field.
The account story is spread across five systems.
Deal history in the CRM, threads in Gmail, meetings in the calendar, invoices in QuickBooks, promises in Slack. Nobody has time to stitch that together before every call.
Deal context walks out with the rep.
When an account manager leaves, their memory of the account leaves too. The CRM keeps the stage and the close date, not the story of why the customer buys.
No single view of what a customer bought.
Orders in one system, payments in another, invoices in a third. Answering what this customer buys and is worth means an afternoon of spreadsheets.
Reads the systems where the customer story lives.
Connect the tools where the account story already lives. CorpusIQ reads across them in one question, so an answer can pull the deal stage, the last email, the meeting, and the invoice at once.
Access is read-only. It reads the records you authorize and shows the source behind every figure. It does not update deals, send follow-ups, or change anything inside the connected tools. Those actions stay in the tools themselves.
CRM and pipeline
HubSpot, LeadConnector, Odoo, Axonaut, and Airtable: contacts, deals, stages, notes, activity, and quotations, so the pipeline in the answer is the pipeline in the tool.
Money and orders
Stripe, QuickBooks, Shopify, and SHOPLINE: charges, refunds, invoices, and order history, so you can show what a customer actually bought and paid, not what someone remembered.
Conversations and commitments
Gmail, Google Workspace, Slack, and Calendly: email threads, shared documents, internal threads, and meetings, where most account promises actually live.
Campaigns and product signals
Mailchimp, Klaviyo, Constant Contact, ActiveCampaign, and Postscript for lifecycle email and SMS, plus PostHog and Google Sheets for product usage and the trackers your team keeps by hand.
Real questions, answered from the records where the work actually happens.
Every answer comes back with sources, so the number in the meeting is the number in the system.
- "Which accounts stopped ordering in the last 60 days?"
- "What has this customer actually spent with us in total?"
- "Which renewals are at risk this quarter, and what changed on the account?"
- "Give me a one-page brief on this account before my 2pm call."
- "Which open deals have had no email or meeting in the last three weeks?"
- "Which customers have an overdue invoice and no reply to our last two emails?"
Four jobs the revenue team stops doing by hand.
Walk into calls prepared, catch quiet accounts early, renew with the real history, and review the pipeline without a spreadsheet.
- 1
Pre-call preparation
Before a demo, a review, or an escalation call, ask for a brief on the account: deal history, the last email threads, the meetings held, and the billing record, pulled together with sources.
HubSpot deals - 2
Churn detection
Ask which accounts stopped ordering, went quiet in email, or slowed their payments. The warning shows up in the data weeks before the renewal date, not after it.
Stripe payments - 3
Renewal conversations
Walk in knowing what the customer bought, what they use, and what they flagged last quarter, so the renewal starts from their real history instead of memory.
QuickBooks invoices - 4
Pipeline review
Before the forecast call, get the deals that moved, the deals that went quiet, and what the team committed to in writing, cited from the CRM, the mailbox, and Slack.
Slack threads
ShopifyRead-onlyQuickBooksRead-onlyMeta AdsRead-onlyGmailOffThis is how IT stays in control. Each tool is set to read-only or off. Read-only: AI can look at the numbers, never change them. Off: AI can't see that tool at all.
CorpusIQ can read your numbers. It can't change them.
What your IT person will ask, answered once.
- Only reads your dataCorpusIQ reads from your tools and never changes them. Nothing is written back.
- Checked by an outside auditorCASA Tier 2 certified by DEKRA. See the certificate.
- CorpusIQ does not train models on customer dataHow data is handled is written out on the security page.
- IT decides what AI can touchAdmins choose which tools AI can reach. Hosted on Microsoft Azure.
- The sample company connects nothingIt runs on sample data. Nothing is connected or sent.
Common questions
What sales and customer leads ask before they connect an account.
Run an agency? See the agency page. Sell on Shopify? Start here for Shopify sellers. Prefer to browse by function? Explore every business function.
Which sales and customer tools does CorpusIQ connect to?
HubSpot, LeadConnector, Odoo, Axonaut, and Airtable for CRM and pipeline records. Stripe, QuickBooks, Shopify, and SHOPLINE for payments, invoices, and orders. Gmail, Google Workspace, Slack, and Calendly for conversations and meetings. Mailchimp, Klaviyo, Constant Contact, ActiveCampaign, and Postscript for lifecycle email and SMS, plus PostHog and Google Sheets for product signals and team trackers. 40+ connectors are live in total.
Can the assistant update deals, log calls, or send email for me?
No. Access is read-only. It reads the records you authorize and answers with the source behind every figure. Creating, editing, logging, and sending stay in the tools themselves, where your team already works.
How is this different from the reports already in my CRM?
CRM reports only see what was logged in the CRM. If a rep never recorded the call, or a customer quietly stopped replying, the report still looks healthy. CorpusIQ reads the mailbox, the calendar, the payments, and the orders alongside the CRM, so the answer reflects what actually happened.
Can it tell me what a customer is actually worth?
Yes. Ask for a total across the billing and order systems you connect: charges and refunds in Stripe, invoices in QuickBooks, orders in Shopify or SHOPLINE. The answer cites each source it added up, so you can check the number against the record.
Does it work with the AI tool my team already uses?
Yes. CorpusIQ works inside ChatGPT, Claude, and Perplexity through MCP. Connect your tools once and ask from whichever assistant is already open on your desk.
Connect the tools that hold the customer story. Ask your first question.
Pricing: Solo $29.95 per month, Team $109.95 per month. All 40+ connectors included. 30-day free trial. Cancel anytime.
30-day free trial. Cancel anytime.
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