The pipeline number your CRM can't give you.
Stage and close date are things a rep types in. Risk, sentiment, and real commitment are things only the call reveals. ClioIQ captures the call, scores what it means for the deal, and puts both in front of the people who need them.
Nothing happens off the record.
Every customer conversation runs through ClioIQ — scheduled, ad hoc, or dropped in after the fact. If a call happened, there's a record of it — not a rep's best recollection an hour later.
Built-in video, with consent-based recording
Schedule a call, send the invite, join by link — customers need no account and nothing to install. Link the meeting to a contact or deal up front, and the transcript, summary, and risk score land on that record automatically the moment the call ends.
Learn moreJoins Zoom & Meet on its own
Connect your calendar and the Notetaker joins scheduled external calls without anyone sending it an invite. Paste a one-off link for anything ad hoc. If it can't get in — wrong link, integration not connected — it tells you immediately instead of silently producing nothing.
Learn moreOne channel per customer
A dedicated thread per account for the whole deal team — reps, managers, solutions engineers — plus internal-only channels for your org. Files, quick calls, and context live next to the deal instead of scattered across email and personal DMs.
Learn moreRecording is disclosed, not assumed
Every call opens with a recording notice, and the transcript is retained under your org's record-keeping policy — built with SEBI/RBI-aligned practice in mind for regulated teams that need every customer interaction on file.
P. Shah · Rep
D. Cho · Globex
A. Novak · Globex
ClioIQ Notetaker
The Notetaker sits in the call as a silent participant — no separate bot invite, no extra step for the rep.
Every call scored for what it means to the deal.
A transcript tells you what was said. This tells you the risk score, the forecast impact, and what changed since the last call — without anyone re-reading a 40-minute recording.
A live risk score per deal, not a rep's gut feel
Sentiment shift, stalled timelines, and unconfirmed budget roll up into one number — recalculated after every call, not once a quarter. A score that jumps from 54 to 82 overnight is the signal to review the last call before the deal goes cold.
Learn moreA fitness tracker for sales conversations
Talk ratio, question rate, and objection-handling trend lines for a rep or the whole team, plus a leaderboard. Managers see who's improving without sitting silently in every call to find out.
Learn moreChat with your call history
"What did they say about pricing?" — ask one meeting or all of them, and every answer cites the exact transcript line it came from. No more digging through a recording to confirm what you already half-remember.
Learn moreRisk scores and rep performance recalculate after every logged call — this is a live read, not a report someone had to build.
Copilot: the one place all of this becomes an action.
Not a dashboard you have to go check — ask it a question in global chat for pipeline-wide answers, or drop into a specific customer for answers scoped to just them. It reasons over data already captured on the platform, not a fresh guess.
Learn more"Who should I focus on today?"
Answers come back as ranked cards — risk score, next meeting, what's overdue — so a rep opens their day already knowing where to start instead of scrolling a pipeline view deciding for themselves.
"What did they say about pricing?"
Every answer quotes the exact call it came from, with a link back to the transcript — global across all customers, or scoped to one. If Copilot can't cite it, it doesn't claim it.
Drafts, logs, and updates — on your confirmation
Ask for a follow-up email, a status change, or a CRM sync, and Copilot shows exactly what it's about to do — the fields, the values, the destination — before it does it. Nothing writes to your CRM without a confirm.
No activity in 12 days — deal at risk.
Send the multi-year proposal before the Aug 1 renewal deadline.
Every card is a live link back to the deal it's describing — not a static summary that goes stale the moment something changes.
Built-in CRM, or the one you already run.
Copilot's answers and every conversion are only as good as the record they write to. ClioIQ gives you a full CRM out of the box, or keeps your existing one in sync so nothing about this requires a migration.
Learn moreLeads, deals, accounts & contacts — ready to use
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.
A profile that updates itself
Person, company, deal, and product insight — risks, commitments, and a recommended next step, rolled up from every interaction instead of assembled by hand before a QBR.
Learn moreSame Copilot, team-wide lens
Managers and admins ask about team performance, coaching, and pipeline risk — broken down per rep, not just per deal. "Who's stalling this month?" is a question, not a spreadsheet.
The right view for the role
Reps see today's meetings and follow-ups due. Managers and admins see the whole pipeline, per-rep performance, and what's stalling — no separate BI tool to maintain.
Learn moreClioIQ CRM writes are instant. External CRMs sync on a schedule you set, with a full log of exactly what moved and when.
Walk through a real filed record.
We'll show you a transcript become a CRM entry, end to end.