FOR SALES TEAMS
Clear pipeline. Confident forecasts.
Deal-level answers in plain English. Forecasts that update as deals move. Without filing a ticket to RevOps.
No credit card required
Sales teams like yours already benefit from Querio
Pipeline is defensible. Forecast is current. Reps get answers without queuing behind RevOps.
~$40K
saved per client per year
0 to $5M ARR
In 12 months after scaling a brand-new B2C meal service
20%
increase in paid customer conversion
A pipeline number that survives the CFO
Stage definitions, qualification rules, and the logic behind your forecast live inside Querio’s Context layer. Versioned and shared, so the dashboard, the QBR slide, and the agent’s answer all use the same definition. Change the qualification bar once and every place that uses it updates. Sales and finance stop arguing about what counts as pipeline.
A forecast that updates as deals move
Your forecast lives in a reactive Notebook. Cells recompute when deals shift stage, so the Monday board shows Monday’s pipeline. RevOps doesn’t have to rebuild the model every Friday; the model rebuilds itself as the data lands. Mark the forecast Board “verified” so the exec team knows what’s signed off.
Ask the deal question, get the answer
AEs, managers, and CROs ask Querio the questions they’d otherwise file as tickets: “show me my SMB coverage for next quarter”, “which deals slipped from last week”, “what’s our win rate at $50K+”. Querio returns the answer with the analysis behind it, so RevOps and finance can audit the math whenever they need to. AEs stop waiting on a queue; RevOps stops being a service desk.
Built for revenue teams
Plain-English Explore
Ask without SQL. AEs and managers get to the answer themselves.
Live Boards
Boards refresh on a schedule from a reactive Notebook. Pipeline, coverage, rep ramp, and forecast — current at the start of every meeting.
Embed where you work
Boards live on a URL. Embed in your CRM via iFrame, or drop in Slack on a cadence.
“Querio showed us exactly how much money we were losing every time a venue went offline. That's the kind of insight that makes the whole team move.”
Built for data teams that can't compromise on security.
SOC 2 Type II. Querio runs against your warehouse using your existing credentials. Customer data is never used to train models. RBAC and SSO.
Read our security review ›Your data is never used for training
Querio has read-only access to your data. We cache conversation previews so your past chats load fast — nothing else is stored, and nothing is ever used for training, on our side or our model providers'.
Your queries run inside your infrastructure
Querio's code execution environment — where credentials live and queries hit your database — can run on your own infrastructure. Your data never leaves your perimeter to be queried.
SOC 2, GDPR, and HIPAA ready
Compliance documentation ready for procurement. BAAs available for healthcare, full GDPR alignment for EU data.
Built for security reviews
Documentation, architecture diagrams, and security questionnaires ready to go. We've been through the review process — we know what your team needs.
Frequently Asked Questions
Does Querio work with Salesforce or HubSpot?
Querio runs against the warehouse where your CRM data lands. Sync Salesforce or HubSpot with Fivetran or Airbyte and Querio queries it like any other table.
Will my forecast be defensible?
Yes. The model is a real Notebook your RevOps and data team can read, version, and re-run. Finance can audit the math.
Do my AEs need to learn SQL?
No. AEs and managers live in Explore. RevOps drops into Notebook when a question needs more depth.
Can I embed a Querio Board in our CRM?
Yes. Boards live on a URL and can be embedded via iFrame.
How fast to start?
A free trial sets you up in minutes. A guided pilot with stage definitions and a forecast dialed in takes two to three weeks.