Keep the CRM you have. We'll keep it up to date.
Use ClioIQ CRM, or connect the one your team already lives in — the record stays the same either way.
Use ClioIQ CRM, or don't switch at all.
ClioIQ CRM gives full read/write with no sync delay. Connect an external one and it syncs on a schedule, with a full log of exactly what moved and when — so nothing changes in your CRM that you can't trace back to a call.
Two-way sync of Accounts, Contacts & Opportunities
Connect via a Salesforce Connected App — OAuth 2.0, no CSV exports. Deal stage, amount, and close date sync both directions, so a change made in Salesforce shows up in ClioIQ and vice versa.
Learn moreContacts, Companies & Deals
Authorize with a Private App access token from Settings → Integrations in HubSpot. Copilot's confirm-before-write flow applies here too — you see the exact fields before anything updates.
Learn moreAccounts & Contacts, scheduled sync
OAuth via the Zoho API console — pull runs on your chosen interval, default every 15 minutes. Every sync is logged, so you can see exactly what changed and when if a record ever looks off.
Learn moreWhere the calls already happen.
The Notetaker meets your team where the calls already are — no new meeting link to send, no separate app for customers to install.
Note-taker joins automatically
Connect once; the bot is allowed into your meetings from then on. It joins silently, records with consent disclosed at the start, and files the transcript against the linked deal or contact.
Learn moreAuto-join & transcribe Google Meet
Sign in with Workspace — choose when the note-taker should join: every meeting, external only, or never. Internal-only syncs skip recording entirely if that's your policy.
Learn moreAuto-join & transcribe Teams calls
Sign in with Microsoft 365 — scheduled Teams meetings get the same automatic recording and transcript as Zoom and Meet, with no separate setup per meeting.
Learn more
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.