Clio IQ is an AI-powered revenue intelligence platform with a built-in CRM, built by CognixAI Hub. It captures decisions, requirements, concerns and commitments from sales calls, meetings and emails, and builds customer intelligence over time so nothing a client says gets lost.
Key capabilities:
- Meeting recording, transcription and AI summaries
- Automatic capture of client requirements, commitments and next steps
- Customer intelligence across calls, meetings and emails
- Deal and relationship risk alerts, plus emerging opportunity detection
- Revenue forecasting with recommendations based on past won and lost deals
- Sales coaching from real calls
- Automated follow-ups, reminders and CRM updates
- Leadership visibility into every client relationship without chasing updates
Use Clio IQ as your CRM, or alongside the one you already have. Built for sales, account management and revenue teams at growing B2B companies, including services firms and recruitment agencies.
