Three 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 Copilot tells your team exactly which accounts need attention — and drafts the next move — before deals are reported lost in next week's forecast call.
P. Shah · Rep
R. Doyle · Globex
A. Novak · Globex
ClioIQ Notetaker
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.
It 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.
No activity in 12 days — deal at risk.
Discovery call scheduled today.
Send the multi-year proposal before the Aug 1 renewal deadline.
Two-way, on your schedule — not a nightly export.
ClioIQ CRM reads and writes instantly. Connect an external one and it stays current on a schedule you control, with a full log of what moved and when.
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.
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.
Four things that were sitting in the data. Copilot found all of them.
Pulled from a live pipeline, not a hypothetical — this is what "revenue intelligence" actually looks like on a Tuesday.
Michael Torres talks on 71% of every call. Sarah Chen talks on 52%.
Copilot 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. Copilot 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?" Copilot answers without being chased.
Vandelay Industries had a recurring sync call with nothing logged — Copilot caught the gap, and separately flagged a duplicate contact and account record sitting in the CRM.
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.
See your own pipeline statement. Live.
30 minutes, on a real call — not a slide deck.