CLIO IQQuestions people actually ask.
Free trials, CRM options, compliance, pricing — the things you'd ask on a call, answered here instead.
What is ClioIQ?
ClioIQ (also written Clio IQ) is an AI sales intelligence platform built by CognixAI Hub.
Is there a free trial?
Yes. Every new account starts with a 14-day free trial: 120 notetaker minutes and 25 Clio AI credits, one seat, no card required.
Do I need to switch CRMs to use ClioIQ?
No. ClioIQ ships with its own built-in CRM, or you can connect Salesforce, HubSpot, or Zoho instead — every AI capability works the same either way.
Does ClioIQ record calls with consent?
Yes. Every call shows a recording indicator to all participants before capture starts — consent isn't assumed.
What languages does ClioIQ support?
ClioIQ captures and files calls in the language they're actually spoken in, not just English — built for how sales teams actually sell.
How is ClioIQ priced?
Per seat that talks to customers — Starter, Business and Enterprise plans, after a 14-day free trial. Everyone else on the team, from support to leadership viewing analytics, is free regardless of tier. See the full pricing breakdown.
What's the difference between ClioIQ's built-in CRM and syncing my existing CRM?
ClioIQ CRM writes instantly since there's nothing to sync. An external CRM like Salesforce, HubSpot, or Zoho stays current on a schedule you control, with a full log of what moved and when. See how CRM works.
Which plan do I need for external CRM sync?
The trial doesn't include external CRM sync — it's notetaking only. Starter offers it as an add-on. Business and Enterprise include it outright, syncing to Salesforce, HubSpot, or Zoho. The built-in Clio CRM itself is included on every paid plan, Starter and up. See the full pricing breakdown.
Where is call data stored, and how long is it kept?
Call recordings, transcripts, and CRM data are encrypted at rest and in transit, with access restricted to authorized personnel. Recordings and transcripts are retained for as long as your account is active, and your organization can request deletion at any time. Call content is never used to train models shared across other customers. Full detail in our privacy policy.
Can ClioIQ capture our business phone calls?
Yes, in early access. We switch phone call capture on for your organization and give you an Indian business number, provided through our telephony provider Plivo. Calls to it ring your team’s own mobiles, and each answered call becomes a transcript, summary and entry on the right lead or contact. It isn’t part of a self-serve plan yet — talk to us. See how phone calls work.
Do phone callers know they’re being recorded?
Yes. Every caller first hears “Thank you for calling. This call will be recorded and transcribed to help us serve you better.” Recording starts only when someone on your team answers, so the notice and the ringing aren’t recorded. On calls your team places from ClioIQ, “This call is being recorded and transcribed” is read to both sides as soon as the customer answers.
Can we keep our existing business number?
Phone call capture runs on a number ClioIQ provides. If you already have a number, forwarding it to your ClioIQ number is the usual route — we’ll test it with your carrier first, because whether the original caller’s number survives the forward depends on the carrier. Connecting other phone systems directly isn’t available yet.
What happens to captured calls if we switch phone call capture off?
They stay. Switching capture off stops new calls being recorded, and the calls already captured remain in your workspace until your organization deletes them or the retention period your admin set for them ends. A rep can delete a call they took, and an admin can delete every captured call at once — the recording, transcript and notes go with it. Recordings are stored in the United States. Full detail in our privacy policy.
Still have a question?
Talk to the team building the product directly.