ClioIQAI sales intelligence for your CRM

AI that runs yourmarketing campaigns, lead qualification, sales calls, follow-ups, CRM updates

End-to-end marketing and sales. We run your campaigns, qualify every lead, and turn your CRM, calls and emails into customer insights, call summaries, action items, follow-up drafts and pipeline risk.

Get a demoSee what it does
CognixAI WorkflowCampaign workflow, then results across email, LinkedIn and WhatsApp
CognixAI Workflow builder showing the lead qualification workflow: webhook, code, Hunter domain search and email verifier, AI lead qualification, save lead and Slack alert

Campaign workflow · running

  1. Lead comes in from the campaign page
  2. Find the company and verify the email
  3. AI qualifies and scores the lead
  4. Save to CRM and alert sales on Slack
AI at work
  • Personalised email sent
  • WhatsApp enquiry answered
  • Lead scored and assigned
  • Meeting booked
  • LinkedIn follow-up sent
  • CRM record updated
  • At-risk deal flagged
  • Follow-up email drafted
  • Customer question resolved
  • Weekly report delivered
What we offer

Everything your sales and marketing team needs.

Sell smarter with ClioIQ. Automate marketing, outreach and support with CognixAI Workflow. Use them together, or start with one.

ClioIQ logo

Sales intelligence

ClioIQ

clioiq.com

  • AI Notes & Meeting Intelligence

    Analyses calls, meetings, emails and CRM notes to write pre-briefs, post-call summaries, action items and follow-up drafts.

  • Deal Risk IdentificationBefore the forecast call

    Every deal scored on what buyers actually say: budget not confirmed, a slipping timeline, falling sentiment or a deal gone quiet. The owner and their manager see it with the reason attached.

  • Clio AI

    Ask about deals, risks and priorities. It plans follow-ups, drafts meetings and updates the CRM from your calls, once you approve.

  • Clio CRMAgentic CRM

    An agentic CRM that updates itself from every call, email and chat. Or keep HubSpot, Salesforce or Zoho.

  • Clio Meeting

    Built-in meetings, or a notetaker for Zoom, Google Meet and Teams.

  • Clio Chat

    Internal team chat, with Clio AI, to plan and close every deal.

  • Analytics

    Pipeline, forecast and team performance at a glance.

CognixAI Hub Workflows logo

Marketing & automation

CognixAI Hub Workflows

Explore

  • Email marketing

    Cold email campaigns and nurture sequences.

  • WhatsApp marketing

    Cold WhatsApp outreach and instant replies.

  • LinkedIn automation

    Connection requests and follow-ups.

  • Meta ads automation

    Lead ads captured and answered in minutes.

  • Lead capture & scoring

    Website, form and ad leads enriched, scored and routed.

  • Reporting

    Sales and marketing reports sent on schedule.

  • Customer support

    Answers from your own documents.

  • Custom workflows

    Any process you run, built around your tools.

Native integrations

Connect every tool your business runs on

CognixAI Hub integrates natively with databases, REST APIs, AI models, files, webhooks and communication tools, so your workflows always have the data they need.

Databases

PostgreSQL, MySQL, Supabase

REST APIs

Any HTTP/REST endpoint

Webhooks

Real-time event triggers

Files & Docs

PDF, S3, Google Drive

AI Models

Claude, OpenAI, Gemini

Email & Chat

Gmail, Slack, WhatsApp

MCP compatible

Model Context Protocol

Connect any MCP-enabled tool server instantly. CognixAI Hub supports the open Model Context Protocol, so custom tools, internal systems and future integrations plug in without custom engineering.

  • Built-in and custom integrations
  • MCP-compatible tool servers
  • Custom API connectors on request
  • New integrations added regularly
Platform

One solution across your whole revenue journey.

Generate demand, engage every lead, win more deals and keep customers happy — without adding headcount.

Reach the right prospects, and keep going

Personalised outreach across email, LinkedIn and WhatsApp that stops the moment someone replies.

  • Written for each prospect
  • Follow-ups sent on schedule
  • Replies turned into booked meetings
Outreach · Mid-size IT firms Live

  1. Personalised email

    Sent Monday 10:02

  2. LinkedIn follow-up

    Sent Wednesday

  3. WhatsApp nudge

    Sent Friday

  4. Final email

    Cancelled — prospect replied

Reply received

“This is timely — can we talk on Tuesday afternoon?”

Meeting booked · Sequence stopped automatically

Speed to lead

Marketing workflow automation.

Every morning, Apollo finds new leads that match your ideal customer. AI scores how good a fit each one is, sends a personal WhatsApp message to the best ones, adds the rest to an email nurture sequence, and logs everything in your CRM.

  • Fresh leads from Apollo on a schedule
  • Your rules decide who gets a message and who gets nurtured
  • Every step logged in your CRM
Lead to meeting Running
YesNo

Schedule

Apollo

Claude

Good fit?

WhatsApp

Gmail

CRM

ClioIQ · Our flagship

Sales intelligence from every call.

ClioIQ listens to every sales conversation, scores deal risk as soon as buyers hesitate, and lets Clio AI tell your team exactly what to do next — before a deal is reported lost on the forecast call.

Explore ClioIQ

Every call, noted as it happens

The ClioIQ notetaker joins Zoom, Google Meet and Teams on its own, or use ClioIQ's built-in meetings. Budget, timeline and objections are tagged the moment they're said.

  • No invite, no one pressing record
  • Summary and action items the second the call ends
  • Works in the language the call was spoken
Kestrel Systems · Discovery call REC 04:12
R. Menon · Kestrel Systems00:03:41

We like the product, but the budget hasn't been signed off yet.

Budget
P. Shah · You00:03:55

Is the review committee still meeting this month?

R. Menon · Kestrel Systems00:04:08

Honestly, this might move to next quarter.

Timeline
Summary ready 3 action items Filed to the deal
What changes

Your team stops doing the busywork.

Today

  • Export a lead list and write emails one by one
  • Check the ad dashboard and copy leads into a sheet
  • Reply to WhatsApp enquiries when someone is free
  • Type call notes into the CRM at the end of the day
  • Chase reps for deal updates before the forecast
  • Rebuild the weekly report in a spreadsheet

With CognixAI Hub

  • Personalised outreach runs across email, WhatsApp and LinkedIn
  • Every new lead is answered, scored and routed in minutes
  • Calls come with a brief before and a follow-up after
  • The CRM updates itself from real conversations
  • Deals at risk are flagged before the forecast call
  • Reports land in your inbox on schedule
A sales team member smiling on a customer call while a colleague points to next steps in a notebook
Done for you

No new software to learn. We set it up and keep it running.

  1. 01Tell us where revenue is leakingA short call about your campaigns, leads, sales process and follow-ups.
  2. 02We set it up in your toolsCRM, email, WhatsApp, LinkedIn, ads and calendar — connected and live within days.
  3. 03We keep improving itWe watch performance, fix what breaks and add more as your team grows.
Customers and partners

Real businesses, real results.

Prime Properties logo

Prime Properties

Residential real estate · CognixAI Workflow & Clio CRM

Answers WhatsApp enquiries, matches property listings instantly and keeps agents on top of every follow-up, with its sales pipeline running on Clio CRM.

primepropertiesblr.com Real estate use case
Helixar logo

Helixar

Renewable energy · Clio CRM & Meetings

An AI-native operations platform for renewable developers and operators, running its own sales pipeline on Clio CRM and its customer calls on Clio Meeting.

helixarenergy.com

Stop leaking revenue. Start this week.

Book a 30-minute call and we'll show you what we'd fix first.

Get a demoTalk to us