CLIO IQSales managers
"Show me where the team is stuck — before I have to ask." Coaching signals per rep, deals at risk, and overdue follow-ups across the team, without sitting in on every call.
Coaching without sitting in
Coaching signals — talk ratio, question rate, objection handling — are available per rep and team-wide, so a manager knows who needs help before a deal is lost, not after.
Deals at risk, ranked
Every deal's risk score rolls up to a team view. A manager opens the day already knowing which three deals need a check-in, instead of asking each rep how things are going.
Overdue, not just open
Follow-ups that were promised and haven't happened surface automatically — not buried in a rep's personal task list where a manager has no visibility.
One-on-ones with actual data
Walking into a 1:1 with a rep's real talk ratio, win rate, and stalled deals means the conversation is about what to fix, not "how's it going" — a very different meeting.
The team view a manager used to have to piece together manually.
Walk through a real filed record.
We'll show you a transcript become a CRM entry, end to end.