A CognixAI Hub ProductClioIQ — sales intelligence,
from every call
ClioIQ listens to every sales call, scores deal risk the moment sentiment shifts, and its Clio AI copilot tells your team exactly which accounts need attention — before deals are quietly reported lost.
What is ClioIQ?
ClioIQ is CognixAI Hub's sales and revenue intelligence product — built for sales teams the same way CognixAI Hub's core automation platform is built for operations teams. Instead of relying on reps to manually log notes and update deal stages, ClioIQ captures every sales call, tags what mattered the moment it was said, and turns that into a live risk score, coaching signal, and CRM record — automatically.
Where a CRM stage tells you what a rep reported, ClioIQ tells you what actually happened on the call: whether budget was reconfirmed, whether the timeline is slipping, and whether sentiment moved before the deal went quiet. Its Clio AI copilot then answers questions about the pipeline directly, citing the call it came from, and can draft follow-ups or sync a CRM update with a rep's confirmation.
Six modules. One unbroken record.
In the order a deal actually moves through them — from first hello to the risk score that reaches leadership before the deal is lost.
Communication & CRM
Built-in video meetings, team chat and DMs, plus ClioIQ CRM for accounts, contacts, leads and deals — or connect Salesforce, HubSpot, or Zoho and keep using yours.
Conversation Intelligence
Every call scored for talk ratio, objections, and sentiment shift — the leading indicator your CRM stage can't show you.
AI Notes & MOM
Pre-call briefs, post-call de-briefs, MOM, and action items — the moment the call ends, in the language it was spoken.
Clio AI
Ask what a customer cares about or who to focus on today — and let it draft the email, log the note, or update the status itself, with your confirmation.
Lead Qualification & Deal Risk
Every lead scored 0–100 on budget, urgency, and intent, plus a live deal risk score — automatically, after every call.
Leadership Analytics
Pipeline value, forecast confidence, and every at-risk account — visible without asking anyone to report in.
Works with your stack
ClioIQ runs on the same AI agent and workflow infrastructure as CognixAI Hub's automation platform, purpose-built for sales conversations instead of general business workflows. If your team's biggest bottleneck is repetitive ops work, start with the automation platform; if it's sales call visibility and deal risk, ClioIQ is the fit.
See your own pipeline statement, live.
30 minutes, on a real call — not a slide deck. No card required.
Book a Demo on ClioIQ