CLIO IQBuilt around whoever is reading the record.
A rep needs a memory. A manager needs a pattern. A CEO needs a minute of confidence. Same record, three lenses.
What each seat actually asks for.
Same record, read three different ways — a rep needs the next move, a manager needs the pattern across the team, a CEO needs the number without a status meeting.
"Tell me what I need to know, right now."
A brief before every call — last conversation, open objections, what was promised — a draft follow-up after it, and a daily list of who to prioritise. No digging through a CRM, a call recorder, and a notes app to reconstruct where things stand.
Learn more"Show me where the team is stuck — before I have to ask."
Coaching signals per rep — talk ratio, question rate, objection handling — deals at risk, and overdue follow-ups across the whole team, without sitting in on every call to find out who needs help.
Learn more"Give me confidence the team is on top of things."
Pipeline health, conversion, and revenue at risk, checked in under a minute — not chased down in a status meeting or assembled by hand before the board call.
Learn moreSame Copilot, same underlying data — the question just changes with who's asking.
Where the conversation itself is the compliance record.
In regulated and high-trust sales, what was said on the call isn't a nice-to-have — it's the record a regulator, a customer, or a dispute can ask you to produce.
Built for SEBI/RBI-era scrutiny
Every advisory conversation is filed, timestamped, and searchable — not scattered across Zoom, WhatsApp, and personal notes. When a regulator or client asks what was disclosed, the answer is a search, not a memory.
Learn moreAdvisory calls, on file
What was disclosed, what was promised, and by whom — retrievable months after the call, not just remembered by the agent. Useful the moment a claim or a complaint asks "what were you actually told?"
Learn moreFrom site visit to closing
Every walkthrough, objection, and follow-up tracked against the unit and the buyer, not left in someone's notes app. When a deal moves from three agents to one closer, the history moves with it.
Learn moreEvery row here is a real call record, not a policy document someone has to keep updated by hand.
Tell us which seat you're in.
We'll show the brief, the dashboard, or the coaching view — whichever is yours.