Use cases by industry

Shaped around how your industry sells and serves

The same two products, set up differently for each industry's customers, channels and rules.

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SaaS

Turn trials and demos into revenue without losing track of a single deal

Sign-ups arrive around the clock, demo calls pile up, and by the time a rep updates the CRM the buyer has already cooled off or moved on to a competitor.

HubSpotSalesforceZoomGoogle MeetGmailSlack
ClioIQ
  • Pre-briefs before every demo and discovery call
  • Call summaries, objections and next steps filed to the deal
  • Follow-up emails drafted from what the buyer actually said
  • Deal risk flagged when a deal goes quiet
  • Works with HubSpot, Salesforce or Zoho, or Clio CRM
CognixAI Workflow
  • Score and route new sign-ups and demo requests instantly
  • Nudge trial users by email or WhatsApp based on what they've done
  • Cold email sequences to target accounts
  • Weekly pipeline and trial reports sent automatically

IT services

Win more projects, and keep every client conversation on record

Enquiries come in from the website, email and referrals, proposals wait for follow-up, and project details agreed on calls live in one person's notes.

EmailLinkedInJiraSlackTeamsCRM
CognixAI Workflow
  • Qualify inbound enquiries and route them to the right practice lead
  • Chase sent proposals with timed follow-ups
  • Cold email and LinkedIn outreach to target accounts
  • Triage client support requests and escalate with context
  • Scheduled project and account status reports
ClioIQ
  • Requirements, scope and commitments captured from discovery calls
  • Summaries shared across sales and delivery teams
  • See which proposals and renewals are at risk

Insurance

Turn policy documents into clear advice, and keep disclosures on record

Advisors spend a long time reading policy documents before each client meeting, and months later nobody can say exactly what a client was told.

Knowledge baseWhatsAppEmailCRM
CognixAI Workflow
  • Read policy PDFs and pull out cover, premiums, waiting periods and exclusions
  • Create client-ready advisory reports
  • Answer policy questions on WhatsApp or email
  • Push report details into your CRM
ClioIQ
  • Keep a searchable record of what was disclosed on each advisory call
  • Find past conversations with a customer in seconds

Real estate

Reply to every property enquiry, and remember every buyer conversation

Buyers message at all hours and expect an answer before they contact the next agency. A single sale then runs over months of calls between sales, home loans and interiors.

WhatsAppTwilioPostgreSQLMeta lead adsClaude
CognixAI Workflow
  • Reply to WhatsApp enquiries in English, Hindi or Hinglish
  • Match buyers to available listings from your property database
  • Send agents a daily list of leads to follow up
  • Create property comparison reports on request
  • Pick up leads from Meta ads and reply within minutes
ClioIQ
  • Keep budget, loan status and possession timelines from every call
  • Hand a buyer from sales to loans to interiors without repeating questions
  • See which buyers have gone quiet

Customer

Prime Properties uses CognixAI Hub for WhatsApp enquiry replies, listing search, follow-up reminders and property reports.

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Looking by team instead?

MarketingCold email, WhatsApp, LinkedIn and Meta automation.Sales intelligenceFollow-ups, call intelligence and a CRM that stays current.Customer supportTriage, answers from your documents, clean escalation.ReportingScheduled reports, data questions and pipeline analytics.

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