RIO records and transcribes every sales call, scores leads on BANT/MEDDIC, tracks deal health in real time, and flags churn risk after the sale — one unified timeline from first call to renewal.
Record every marketing and sales call. Let AI qualify leads, score deals, flag churn risks, and surface expansion opportunities — all in one unified pipeline.
Most revenue intelligence tools analyze sales calls and stop at closed-won. In most orgs, a lead's history doesn't travel with it — it gets re-typed, summarized from memory, or lost entirely at every department boundary.
Marketing qualifies a lead, then sales gets a name and a guess — the call that actually happened is gone.
Sales closes the deal, then CSM starts from a blank account with no idea what was promised or what worries the customer raised.
Leadership sees three disconnected tools and has to manually stitch together one customer's journey to understand why a deal stalled or a customer churned.
RIO is a connective layer across the entire revenue org, built on one shared contact record that travels through every stage — same lead score, same call history, same notes — instead of being re-entered into a different tool at each handoff.
Call recorded, transcribed, and scored live
AI recommends MQL with a reason
Deal tracked, live coaching, win probability
Health score, churn risk, expansion signals
Audit trail: Every stage transition is logged with who, from, to, and why — a permanent audit trail of how a lead became a customer.
Not call analytics — a shared spine connecting marketing, sales, and customer success.
Marketing → Sales
AI scores live calls on BANT, pain points, sentiment, talk ratio, and competitor mentions — then recommends MQL with a reason and pushes a handoff object into an MQL queue. Sales accepts or holds with a reason, so marketing sees why a lead wasn't taken. No black hole.
See lead qualification →Sales → CSM
After closed-won, the same AI pipeline keeps running on CSM calls, feeding a health score with churn risk and risk reasons. CSMs see exactly what sales promised, what pain points and competitors came up — on the same record. Customer 360 shows the health trajectory over time, so churn is caught as a trend, not a surprise.
See customer health monitoring →Every call, every stage — not post-call grading
Per-product, per-stage checklists with AI hints. The AI checks items off in real time as reps cover them, and configurable nudges fire mid-call if required items are missing. Transcript streams segment-by-segment, so analysis doesn't wait for the call to end.
See live call coaching →Four steps from first conversation to customer success
A bot joins your Zoom/Meet call and records + transcribes with speaker diarisation
Claude API scores the lead on BANT, extracts pain points, and recommends next action
Rep gets deal intelligence, call coaching nudges, and win probability in real time
Post-sale, AI tracks customer sentiment, flags churn risk, and surfaces expansion signals
Most revenue intelligence tools start at the demo call, once a lead is already in your CRM. RIO starts at the very first conversation — capturing intent, qualifying leads, and tracking deal health all the way through to renewal.
Capture buying signals from the very first marketing call, not just the demo.
Real-time AI coaching during calls — missed BANT questions, competitor mentions, talk-time balance.
One unified timeline per contact, from first touch to renewal — no CRM blind spots.
Spend less time on call notes and CRM updates. RIO transcribes, scores, and summarizes every call automatically, so reps can focus on the conversation.
Get a single, unified view of pipeline health — from lead quality to deal risk to customer churn signals — without chasing reps for updates.
Team goals connect to real call, MQL, and deal data flowing through the same pipeline — not a spreadsheet someone updates on Friday. Because everything shares an org ID and links to the same contact record, a manager can trace one customer's entire arc end to end.
Every organization's data is isolated at the database level — your transcripts, deals, and configs are never visible across orgs, and not even to us by default.
Read the full security model →Most tools analyze sales calls and stop at closed-won. RIO is a connective layer across marketing, sales, and customer success — one shared contact record travels through every stage instead of resetting at each handoff, with a permanent audit trail of how a lead became a customer.
No. RIO sits alongside your CRM as the system that captures and structures what actually happened on each call — lead scores, deal health, coaching, and churn signals — so your CRM stays accurate without reps manually re-entering data.
AI scores live calls on BANT, pain points, sentiment, talk ratio, and competitor mentions, then recommends MQL with a reason and pushes it into an MQL queue. Sales accepts or holds with a reason, so marketing always sees why a lead was or wasn't taken.
The same AI pipeline keeps running on CSM calls, building a health score with churn risk and risk reasons on the same contact record sales built — so CSMs see exactly what was promised and what concerns came up, and churn shows up as a trend instead of a surprise.
No — RIO checks off per-stage, per-product checklist items in real time as reps cover them during the call, and can fire a configurable nudge mid-call if a required item is missing, instead of grading the call after it's already over.
Every organization's data is isolated with row-level security by org_id. AIDTD's own super-admin only ever sees aggregate stats — seats, call counts, MRR — never transcripts, deals, or configs. Any support access to real data requires your approval and is automatically time-boxed to 24 hours.