CLIO IQThree deals just went quiet. Here's the $265,600 reason why.
ClioIQ listens to every sales call, scores deal risk the moment sentiment shifts, and its Clio AI tells your team exactly which accounts need attention — before deals are reported lost in next week's forecast call.
Nobody on your team does any of this.
No invite, no rep pressing record — Zoom, Meet and Teams
Budget, timeline and sentiment, tagged in the language spoken
A live risk number per call, not a rep's gut feel
Into ClioIQ CRM, or Salesforce, HubSpot and Zoho
of calls transcribed, tagged and risk-scored — not a sample
how often Salesforce, HubSpot and Zoho re-sync, both ways
notes a rep has to type for any of it to work
modules on one unbroken record, first hello to closed won
CognixAI Hub
Your CRM says the deal is on track.
Your calls say something else.
Northwind Traders — Stage: Negotiation.
Next step: Contract review. Status: On track.
Risk score 74. Sentiment down for 2 consecutive calls.
Budget owner never confirmed. Deal has gone quiet for 9 days.
Four things happen to every call. None of them need you.
Pick any stage and watch what the platform actually produces — capture, scoring, Clio AI, and the number leadership sees.
Every call, tagged as it's spoken.
The note-taker joins your Zoom or Meet automatically — no invite, no rep pressing record. Objections, budget, timeline and sentiment shift are marked the moment they're said.
- Joins Zoom, Meet and Teams on its own
- Transcribes in the language the call was spoken
- Summary, minutes and action items the second it ends
A live risk score, per deal, per call.
Not a rep's gut feel and not a stage in a dropdown. Every deal carries a score that moves the moment the signals under it move — and a manager hears about it the same day.
- Scored on budget, timeline, sentiment and silence
- Flags deals with no bad news on record but poor odds
- Alerts before the renewal date, not after
Renewal at risk
Sentiment down for 2 consecutive calls
$52,200 · closes Aug 1It doesn't just answer questions. It acts on them.
Ask it anything about your pipeline or one customer — it answers from data already captured on the platform, cites the call it came from, and can draft, log, or update on your say-so.
- Answers from your own calls, not a generic model guess
- Cites the date, account and speaker behind every claim
- Drafts, logs and CRM writes wait for an explicit yes
No activity in 12 days — deal at risk.
Discovery call scheduled today.
Send the multi-year proposal before the Aug 1 renewal deadline.
Not a meeting summary. A statement of pipeline.
The same numbers your VP of Sales would pull together for a board update — current the moment a call ends, not the night before the meeting.
- Pipeline value and forecast confidence, always current
- Every at-risk account, with the reason attached
- Visible without asking anyone to report in
From call to boardroom, with nothing typed in between.
Call recorded
Built-in video, or the note-taker joins your Zoom/Meet automatically.
Transcribed & tagged
Objections, budget, timeline, and sentiment shift — marked as they're said, in-language.
Risk scored
Every deal gets a live risk score and a forecast confidence, not a rep's gut feel.
Filed to CRM
ClioIQ CRM or HubSpot/Salesforce/Zoho — synced automatically, logged either way.
On the dashboard
Leadership sees the statement of pipeline before anyone has to report in.
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.
Four things that were sitting in the data. Clio AI found all of them.
Pulled from a live pipeline, not a hypothetical — this is what "sales intelligence" actually looks like on a Tuesday.
Michael Torres talks on 71% of every call. Sarah Chen talks on 52%.
Clio AI flags the imbalance on its own — 3.2 questions per call against Sarah's 8.4, a 34-day average cycle against her 21, a 46% win rate against her 68%. Managers see who needs coaching before the quarter ends, not in the post-mortem.
Layla Haddad just confirmed a $40,000/yr budget.
Brightfield Studio is evaluating ClioIQ against Notion. Clio AI scores the lead Qualified (76) and surfaces the now-overdue proposal task before the rep has even opened their CRM this morning.
Harborcrest Logistics has no bad news on record. It's still High Risk.
A 40% close probability is enough on its own to flag the $24,000 deal at risk score 60 — no waiting for a rep to write a worried note before the system notices.
"What have I missed?" Clio AI answers without being chased.
Vandelay Industries had a recurring sync call with nothing logged — Clio AI caught the gap, and separately flagged a duplicate contact and account record sitting in the CRM.
See your own pipeline statement. Live.
30 minutes, on a real call — not a slide deck.
Book a demo No card required · Setup in under a day