Audience
Sales teams, revenue leaders, recruitment agencies and B2B services firms that want to capture call commitments, spot deals at risk and forecast revenue
About Clio IQ
Clio IQ is a cloud-based revenue intelligence platform for sales teams and revenue leaders. It records and transcribes online meetings, creates summaries, action items and pre- and post-call briefs, and organizes conversation details such as objections, budgets, timelines and commitments. Its CRM tools manage leads, contacts, accounts and deals, while AI-generated customer profiles, deal-risk signals, coaching insights and pipeline forecasts help teams review activity and prioritize follow-up. Clio AI can answer questions about calls and pipeline, draft follow-ups and prepare CRM updates for user confirmation. Teams can use its built-in CRM or connect Salesforce, HubSpot or Zoho, and its notetaker works with Zoom, Google Meet and Microsoft Teams. It also supports internal meetings and a built-in video meeting service.
Other Popular Alternatives & Related Software
CallRail
CallRail is here to bring complete visibility to the marketers who rely on quality inbound leads to measure success. Our customers live in a results-driven world, and giving them a clear view into their digital marketing efforts is a first priority for CallRail. We see the opportunities in surfacing and connecting data from calls, forms, chat and beyond—helping our customers get to better outcomes.
Learn more about CallRail
Backstory
Backstory is an AI-powered sales pipeline intelligence platform designed to help revenue teams understand deal health, manage pipelines, forecast outcomes, and improve sales execution. The platform connects with CRM, email, calendar, meeting, and other sales systems to automatically capture calls, meetings, contacts, and account activity. Its AI analyzes engagement signals, historical performance, coverage gaps, risks, and opportunities to estimate close likelihood and explain why individual deals may be progressing or slipping. Stakeholder mapping helps teams identify the people involved in an opportunity and understand where important relationships or contacts may be missing. Backstory also provides deal-specific recommendations, AI sales coaching, renewal and retention insights, forecasting, and pipeline management tools.
Learn more about Backstory
Jiminny
Jiminny is the world’s most loved Conversation Intelligence platform. AI captures & analyzes all your critical go-to-market insights and automates the data instantly to your CRM. We empower your team to drive more revenue with actionable insights and informed decisions. Conversation intelligence designed to be used and enjoyed by your whole business.
Sell smarter, grow faster and win more deals.
Jiminny empowers revenue teams to capture and analyze critical go-to-market insights across video, voice, and email. It helps reps automate administrative tasks, giving them more time to sell and improve performance. Managers gain confidence with actionable insights to develop their teams, while Executives trust the CRM as a source of truth for data-driven decisions and the launchpad for revenue growth. With fast onboarding, a seamless user experience, and ROI in under six months, Jiminny delivers the ultimate platform to power revenue intelligence across your entire business.
Learn more about Jiminny
Apollo
Apollo is an AI-powered sales intelligence and engagement platform designed to help revenue teams find prospects, build pipeline, manage outreach, and close deals from one system. The platform combines a large B2B contact and company database with lead scoring, data enrichment, multichannel sales engagement, workflow automation, meeting scheduling, calling, and deal management. Outbound teams can identify target accounts, find verified contact information, create automated email and call sequences, and prioritize daily selling activities. Inbound capabilities help organizations identify website visitors, qualify leads, enrich incoming records, and route prospects to the appropriate sales representatives. Apollo also provides AI-assisted prospecting, meeting insights, conversation intelligence, sales coaching, analytics, and MCP connectivity for incorporating Apollo data and capabilities into supported AI workflows.
Learn more about Apollo
Pricing
Starting Price:
$19/rep/month
Pricing Details:
Plans start at $19 per user per month, billed annually. Monthly billing is available at a higher rate. A 14-day free trial is offered.
Free Trial:
Free Trial available.
Company Information
CognixAI Hub
India
www.clioiq.com
Videos and Screen Captures
Clio IQ forecast dashboard comparing closed revenue and weighted pipeline by expected close month.
Other Useful Business Software
Ship Agents Faster
Gemini Enterprise Agent Platform lets you rapidly build, scale, govern and optimize production-ready agents grounded in your organization's data. The platform enables developers to build custom or pre-built agents for virtually any use case. New customers get $300 in free credits.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Online
Clio IQ Frequently Asked Questions
Q: What kinds of users and organization types does Clio IQ work with?
Clio IQ works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Clio IQ support in their product?
Clio IQ supports these languages: English.
Q: What kind of support options does Clio IQ offer?
Clio IQ offers support via online.
Q: What other applications or services does Clio IQ integrate with?
Clio IQ integrates with: Google Meet, HubSpot CRM, Microsoft Teams, Salesforce, Zoho CRM, and Zoom.
Q: Does Clio IQ have an API?
Yes, Clio IQ has an API.
Q: What type of training does Clio IQ provide?
Clio IQ provides training in the form of documentation and live online.
Q: Does Clio IQ offer a free trial?
Yes, Clio IQ offers a free trial.
Q: How much does Clio IQ cost?
Pricing for Clio IQ starts at $19/rep/month.
