ClioIQ · a CognixAI Hub product
Sales intelligence built on your real customer conversations
ClioIQ brings your CRM, calls, meetings and emails together, so your team spends less time on admin and can see what's really happening in every deal.
Why ClioIQ
The deal happens in the conversation. The CRM only sees a summary.
What a CRM usually holds
- Fields a rep remembered to fill in
- A stage someone last updated weeks ago
- Notes typed up after the call, if at all
What ClioIQ adds
- What the customer actually said about budget and timing
- Objections, commitments and next steps
- Signals that a deal is slowing down
What your team gets
Less admin, and a clear view of every deal
Customer insights
What each customer cares about, what they've been promised and what's still open, gathered from every conversation.
Meeting pre-briefs
Before a meeting, a short brief on the last conversation, open questions and what to raise.
Post-call summaries
When the call ends, a summary with decisions and action items, filed to the right deal.
Follow-up drafts
A follow-up email written from what was actually discussed, ready for the rep to review and send.
Pipeline risk
Deals that are going quiet or losing momentum are flagged while there's still time to act.
Inside ClioIQ
Use ClioIQ's own tools, or the ones you already have
Every part of ClioIQ works the same whether you use its built-in CRM and meetings or connect your existing ones.
Clio CRM
or connect HubSpot, Salesforce or Zoho
An agentic CRM for accounts, contacts, leads and deals that keeps itself up to date from calls, emails and chats. Already on another CRM? Keep it — ClioIQ syncs with it.
Clio Meeting
or use Zoom, Google Meet or Microsoft Teams
Built-in video meetings with recording. On another platform, the ClioIQ notetaker joins your calls and does exactly the same job.
AI Notes & Meeting Intelligence
Analyses calls, meetings, emails and CRM notes to write pre-briefs, post-call summaries, action items and follow-up drafts, and scores deal risk from what buyers say.
Clio Chat
Internal team chat, with Clio AI in the conversation, so the deal team can plan and close every deal together.
Analytics
Pipeline, team performance and deals needing attention, for reps, managers and leadership.
Clio AI
Ask about deals, risks and priorities in plain language. It answers from your calls, plans follow-ups, drafts meetings and updates the CRM once you approve.
Who it's for
One record, read three ways
Sales reps
Walk into every call prepared and leave it with the summary and follow-up already written.
Sales managers
See which deals need attention and which reps need support, without sitting in on every call.
Founders and leadership
Check pipeline health and risk yourself, instead of waiting for the weekly status update.
ClioIQ + CognixAI Workflow
Turn what's said on a call into action
Add CognixAI Workflow and a signal from a conversation can start an automation: alert a manager when risk rises, move a lead into a nurture sequence, or update another system when a call ends.
About CognixAI WorkflowClioIQ has its own website
Product details, integrations, plans and help for ClioIQ live on clioiq.com. Already a customer? Sign in to your ClioIQ account.
See ClioIQ on your own pipeline
Bring a real deal. We'll show you the brief, the call summary and the risk view your team would get.