Clio AI for Sales Teams

AI to help sales teams bring in more revenue

Clio AI's search and workflow automation helps sales teams send out more proposals, set more meetings, win more deals, and accelerate your path to high revenue.
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Clio AI is trained on your business data to answer both qualitative and quantitative questions.
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Semantically Search across all your documents, business apps, discussions to locate what you need instantly.

SALES PIPELINE OPTIMIZATION

Accelerate Sales Pipelines

With Clio AI, sales teams can identify bottlenecks in the sales pipeline, track progress, and implement targeted strategies to eliminate friction and expedite the sales process. Maximize efficiency, improve conversion rates, and close deals faster.
PROSPECT QUALIFICATION

Identify High-Quality Leads with Precision

Clio AI enables sales teams to perform natural language queries on prospect databases, filtering out irrelevant leads and focusing on the most promising opportunities. Enhance lead qualification processes, improve conversion rates, and save valuable time.
CUSTOMER INSIGHTS

Understand Your Customers Inside Out

Clio AI enables sales teams to dive deep into customer data, uncovering valuable insights into preferences, behaviors, and pain points. Harness this information to tailor your sales approach, deliver personalized solutions, and build long-lasting customer relationships.

Workplace Search that actually works

Supercharge your company's productivity by harnessing the massive reservoir of untapped data and insights.
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Works with your most used tools

Connect your tools, connect your teams. With over 300 apps already available in our directory, your team’s favourite tools are just a click away.
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All integrations

Private, Secure and Compliant by design

Clio AI is built on foundations of keeping you company data private, secure, and compliant from day one. Built by an experienced team, we understand the constraints and enforce them rigorously
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Private Cloud Deployment

We can deploy models on your premises or your private cloud directly. That is, not even a single byte of data is shared with a third party.

Encrypted Models

All the models we deploy and APIs we expose are SHA256 encrypted (like WhatsApp/Signal) making any back and forth of data as secure as possible
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SSO + Admin Controls

Authenticating with your company Sign on gives rigorous controls on who can access what data.

Indexing Controls

Clio can build individual or team specific knowledge graphs. You control what data is indexed and available for which team. Right out of the box.

Why Clio AI?

Unlock the most obvious-yet-hidden-in-plain-sight growth hack - enable your employees to work on important things, and reduce their cognitive load and time to resolve blockers.

Fast, efficient, and in-context information to make every employee a super performer.

Simple Out-of-the-box solution

Provide true intelligent search to your employees. Anyone can find anything they need to complete their task, by just asking for it.
Like Every employee has an EA.

Grounded in your company and your people

Get direct answers, summaries, and citations, all personalized for who is asking the question, and from your company's knowledge. In 1/10 of the time. And no hallucinations.

Turnkey enterprise grade offering

A plug and play solution that enables enterprises to meet scaling and life-cycle management requirements easily and cost effective manner.

Spend time thinking not searching. Get a demo today.

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