Solutions for sales
Spend the day selling, not updating the CRM
ClioIQ keeps every deal's story in one place and flags what needs attention. CognixAI Workflow makes sure no lead waits and no follow-up is missed.
Sound familiar?
Where the time goes today
- Meeting prep means digging through emails, notes and the CRM
- Call notes get written late, or never
- New leads wait while reps are busy on other deals
- Deals slip quietly and nobody notices until the forecast call
How it helps
Before, during and after every deal
Walk into every call prepared
A pre-brief with what was discussed last time, open questions and promises made.
- Last conversation at a glance
- Open objections and commitments
- Suggested points to raise
Leave every call with the work done
Summaries, action items and a follow-up draft as soon as the call ends.
- Works with Clio Meeting, Zoom, Google Meet and Teams
- Summary filed to the right deal
- Follow-up email ready to review
Answer every lead fast
New leads are scored, enriched and routed to the right rep automatically.
- Instant first reply by email or WhatsApp
- Routing by territory, product or score
- Reminders when a lead goes untouched
Catch deals before they slip
Managers see which deals are losing momentum and why.
- Deal risk updated after each conversation
- Overdue follow-ups across the team
- Pipeline and win-rate views
Common questions
Do we need to replace our CRM?
No. ClioIQ has its own CRM, but it also connects to HubSpot, Salesforce and Zoho. CognixAI Workflow can update whichever CRM you use.
Does the notetaker work with our meeting tool?
Yes. ClioIQ has built-in meetings, and its notetaker joins Zoom, Google Meet and Microsoft Teams calls in the same way.
Will reps have to change how they work?
Very little. Calls and emails are captured automatically; reps review summaries and follow-ups instead of writing them.
See your sales process with less admin
We'll walk through a real deal from first enquiry to follow-up, using ClioIQ and CognixAI Workflow together.