CLIO IQQuestions people actually ask.
Free trials, CRM options, compliance, pricing — the things you'd ask on a call, answered here instead.
Is there a free trial?
Yes — every plan starts with a 7-day free trial, no card required to see the product.
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 opens with a disclosed recording notice before capture starts — consent isn't assumed.
Is ClioIQ compliant with SEBI/RBI requirements?
ClioIQ is built with SEBI/RBI-aligned record-keeping practice — advisory calls are captured with disclosed consent, timestamped, and retained under your organization's own policy.
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 in India actually sell.
How is ClioIQ priced?
Per seat that talks to customers — Startup, Starter, Team, and Enterprise plans. Everyone else on the team, from support to leadership viewing analytics, is free. See the full pricing breakdown.
Can I start with just one module and add more later?
Yes. The Startup plan lets you begin with just CRM or just AI Notetaker + Copilot, and you can move to Team or add modules a la carte whenever you're ready.
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.
Still have a question?
Talk to the team building the product directly.