CRM

Built-in CRM

No Salesforce license required. Run your whole pipeline on ClioIQ CRM from day one — leads convert to deals with fields pre-filled from the call that qualified them, not re-typed from memory.

Or keep what you have

Connect Salesforce, HubSpot, or Zoho instead, and every AI capability — Notetaker, Copilot, risk scoring — still runs on top. Nothing about switching to ClioIQ requires switching your system of record.

How sync actually works

ClioIQ CRM reads and writes instantly — there's no sync delay because there's nothing to sync. An external CRM stays current on a schedule you control, with a full log of exactly what moved and when, so a change is always traceable back to a call.

Confirm before it writes

Whichever CRM you use, Copilot's confirm-before-write behavior applies the same way — you see the exact fields and values before anything updates, every time.