CLIO IQCustomer Intelligence
A profile that updates itself. Person, company, deal, and product insight — rolled up from every interaction instead of assembled by hand before a meeting.
What's on the profile
Every contact and account carries a live view: risks flagged from recent calls, commitments made and by whom, and a recommended next step — not a static bio that goes stale the week after it's written.
Where it comes from
Nothing here is manually maintained. Each field is rolled up from the transcripts, activity, and deal history already captured by AI Notetaker and logged interactions — the profile reflects what actually happened, not what someone remembered to update.
Why it matters before a call
A rep opening a contact five minutes before a call sees what was promised last time, what's still open, and what to bring up — instead of scrolling through old emails trying to reconstruct the relationship.
Why it matters before a QBR
Account risk, commitment history, and open items are already there. No one spends the night before a business review assembling a summary by hand — the summary already exists.
Globex Systems
Updated after every call — never a manual field to fill in.
Walk through a real filed record.
We'll show you a transcript become a CRM entry, end to end.