How RIO Works
RIO is built on a single shared contact record that moves through marketing, qualification, sales, and CSM — 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.
A bot joins the marketing call and records and transcribes it with speaker diarisation. RIO scores it live on BANT, extracts pain points, tracks sentiment and talk ratio, and flags competitor mentions — all attached to one contact record from the very first conversation.
RIO recommends MQL with a reason and pushes a handoff object into an MQL queue. Sales accepts the lead or holds it with a reason of their own. That decision — and the reason behind it — is written to the record, so marketing always sees why a lead was or wasn't taken.
Every sales call streams into the same pipeline. Reps get live coaching nudges against per-stage checklists, while RIO tracks deal health, competitor mentions, and win probability — updated automatically as new calls come in, on the same record qualification built.
After closed-won, the record moves to CSM with everything sales knew — what was promised, what pain points came up, what competitors were mentioned. The same AI pipeline keeps running on CSM calls, building a health score with churn risk and risk reasons, visible as a trend on Customer 360.
Every transition between stages is logged: who moved the record, from which stage, to which stage, and why. A manager can trace any customer's entire arc — first call to renewal — without pulling three reports from three tools, because everything shares an org ID and links to the same contact record.