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What is Management OS?

Management OS is a digital platform tailored to boost revenue intelligence and management for entrepreneurs, Chief Revenue Officers, and sales executives. By aggregating data from CRM systems, emails, calendars, and dialogues, it uncovers deal vulnerabilities, forecasting indicators, contextual insights for accounts, coaching opportunities, and recommended subsequent actions. Leaders are equipped with alerts and daily summaries, leverage conversational AI for in-depth pipeline exploration, prepare for client engagements, and utilize generated strategies and research for impactful follow-ups. The platform features collaborative workspaces that enhance revenue discussions, facilitate seller training, and support regular operational practices for B2B sales teams. Additionally, Management OS seamlessly integrates with a range of CRM, communication, calendar, meeting, and automation tools, providing functionalities such as voice interaction, organizational memory, and proactive action recommendations. Offered as a hosted Software as a Service (SaaS), it presents various plans that include an AI agent alongside the complete application, as well as usage-based credits, ensuring adaptability and growth potential for users. By doing so, Management OS strives to optimize workflows and elevate results for sales organizations, ultimately leading to a more effective sales strategy.

What is Clio IQ?

Clio IQ functions as a cloud-based revenue intelligence platform specifically designed for sales professionals and revenue leaders. This innovative tool records and transcribes virtual meetings, producing summaries, action items, and briefs both before and after discussions, while also organizing crucial conversation details such as objections, budgets, timelines, and commitments. With integrated CRM capabilities, it manages leads, contacts, accounts, and deals, utilizing AI to create customer profiles, pinpoint deal-risk factors, deliver coaching insights, and forecast pipeline activities, which empowers teams to evaluate their performance and prioritize follow-ups more effectively. In addition, Clio AI can respond to questions about calls and the sales pipeline, craft follow-up messages, and prepare updates for CRM systems subject to user approval. Teams can choose to use its built-in CRM or connect it with popular platforms like Salesforce, HubSpot, or Zoho, and its note-taking feature is compatible with Zoom, Google Meet, and Microsoft Teams, enhancing functionality across various meeting formats. Moreover, it supports internal communications and includes its own video conferencing service, further facilitating seamless collaboration among team members. Ultimately, Clio IQ not only streamlines sales processes but also fosters improved teamwork and efficiency.

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Integrations Supported

Google Meet
HubSpot CRM
Salesforce
Zoho CRM
Zoom
6sense
Apollo
Box
Claude Duet
Codex CLI
Dropbox
Fireflies.ai
Hermes Agent
Microsoft Outlook
Notion
OpenClaw
Reevo
Slack
SugarCRM

Integrations Supported

Google Meet
HubSpot CRM
Salesforce
Zoho CRM
Zoom
Microsoft Teams

API Availability

Has API

API Availability

Has API

Pricing Information

$149/month
The Agent plan is $149/month for one leader and includes 150 credits/month. Agent Team is $119/user/month for at least 3 users, with annual options also offered. Full-app packages start at $1,250/month, or $1,000/month billed annually for the Leader package covering the leader plus up to 3 managed people; larger packages cost more, and Enterprise pricing is custom. Agent Access add-ons are $40 per desk/month or $400 per desk/year. One-time credit packs start at $100 for 100 credits. A free trial is available. Viewers and limited conversation and daily-brief access are free.
Free Trial Offered?

Pricing Information

$19/rep/month
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 Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Management OS

Date Founded

2026

Company Location

United States

Company Website

mgmt-os.ai

Company Facts

Organization Name

CognixAI Hub

Company Location

India

Company Website

www.clioiq.com

Categories and Features

Revenue Intelligence

Not specified

Categories and Features

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