Access all your CRM content and see the full context on your sales cycle - with CRM, mails, calls, invoices, ERPs. Clio shows you the full picture on what is going on with every account
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The all knowing Oracle for your company.
Intelligent Search across 300+ apps. Get a demo today.
Overview
Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, and customer service activities. With Clio AI, you can index and search through your Salesforce data, including contacts, accounts, leads, and more, enabling you to find relevant customer information quickly.
Features
Clio AI integrates with Salesforce plugin to index customer data, including records, activities, notes, and attachments. It can search through the indexed data, allowing for semantic search capabilities within Salesforce.
Benefits
Improved sales and customer service effectiveness by quickly accessing relevant customer information.
Enhanced productivity by efficiently finding specific records or notes within Salesforce.
Find answers to questions like "How much do I spend to sign a prospective customer?"
Find what you need across all your apps
Supercharge your company's productivity, spend time on synthesizing insights, not searching for documents.
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Integrations
Extensible Integrations
Powerful self-serve API helps you extend your integrations to internal products, website knowledge base, and others.
Internal Data Sources
Add custom internal data sources into Clio AI, and you can use our API to index them, and enable periodic sync.
Native Plugins
For prominent use cases, we build native plugins to index data on a consistent basis. You can request them via email or account manager
Data from websites
Connect other sources of company knowledge - internal websites, dashboards, tableau, or main website, and we will index that too.
Custom API endpoint
Using Clio's APIs, you can also build integrations into your favorite apps, and enable one app to sync, query, and show results. (eg: for Slack, Gmail, or Hubspot)
Integrations
Clio AI integrates with 300+ business apps
Search across all apps at once, or just bring content from app to another. Clio AI maximizes your productivity by making it easy to find content across apps.
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.
