CLIO IQSales reps
"Tell me what I need to know, right now." A brief before every call, a draft follow-up after it, and a daily list of who to prioritise.
Before the call
Open a contact five minutes before a meeting and see the last conversation, open objections, and what was promised — without digging through a CRM, a call recorder, and a notes app to reconstruct where things stand.
After the call
AI Notetaker has already written the summary and filed it. A draft follow-up email is ready to send, not something to write from scratch at the end of a long day.
Every morning
A ranked list of who to prioritise today — deals going quiet, follow-ups overdue, meetings scheduled — the same answer Copilot gives when asked "who should I focus on today?"
What it replaces
Four screens become one: the call recorder, the notes app, the CRM, and the mental list of who to call back. A rep's actual job — talking to customers — gets more of the day.
Three questions, one answer source — the calls already on file.
Walk through a real filed record.
We'll show you a transcript become a CRM entry, end to end.