Your reps forget the follow-up, miss the buying signal, and wing the objection. Clozo's AI won't. It answers plain-English questions across your live data, transcribes and analyzes every recorded call, re-scores the deal the moment the call ends, builds the rep's script and objection cards before they dial, forecasts revenue from your real pipeline, and drafts the follow-up — because it reads YOUR playbook, not a generic script. It's built into every plan, including the free one, and it never sends anything on your behalf without your approval.
Most AI tools generate cookie-cutter scripts. Clozo is different. It ingests your company's unique sales methodology and makes it operational.
Every company sells differently. Clozo's AI reads the pipeline stages you've configured, the objection categories you've defined (circumstances, other people, self), and the closing principles your top performers swear by.
Instead of replacing your sales process with a generic framework, Clozo makes your existing process smarter. The AI generates scripts, coaching, and follow-ups that sound like your best rep — because they're built from your playbook.
Configure once. Every rep benefits instantly. Update your playbook, and the AI adapts everywhere it coaches — deal scoring, call scripts, objection cards, roleplay simulations and every plain-English answer it gives you.
Step 1
Your pipeline stages, 3 objection categories, custom closing principles, industry-specific scripts
Step 2
Clozo's AI reads your config + lead history + call transcripts + deal signals
Step 3
Dynamic scripts, pre-call coaching cards, tailored follow-ups, and objection responses — all in YOUR voice
The Playbook the AI Reads
Each part of the AI handles a different piece of the revenue cycle — from first touch to closed deal to the next campaign. Together they form one intelligent layer across your entire sales and marketing platform.
Ask Unified AI anything about your CRM data in plain English. "Show me all deals over $50K stuck in negotiation for more than 2 weeks" — and get instant SQL-powered answers, charts, and insights. Ask for a dashboard and you get a real, persisted one. Free on every plan, including Free.
Learn more →Every recorded call re-scores the deal 0 to 100 the moment it's transcribed — and the deals-at-risk board surfaces going-dark, single-threaded, no-next-meeting and stalled deals continuously from your live pipeline, so you rescue them before they die. (Launcher and up.)
Learn more →Every phone call recorded, transcribed, PCI/SSN-redacted and AI-summarized, with meeting capture bringing your demo highlights into the same library. Sentiment tracking, objection detection (raised and handled), competitor mentions, and a talk-to-listen ratio measured from the actual audio channels — not estimated. Free on every plan.
Learn more →A 12-signal AI deal scorer reads the call transcripts, the engagement history, the stage timeline and the stakeholder map, and returns a probability with the reasoning attached — momentum, risk, champion strength and competitive position, every one of them explainable.
Learn more →Revenue forecasting by rep, by team or across the entire pipeline — Commit, Best Case and Weighted Pipeline computed in SQL from your real stage probabilities and deal values, so the number is auditable and identical every time you load it, with accuracy tracked period over period. (Scaler and up.)
Learn more →A morning brief in your notification tray every day at 8am your time — what moved, what's overdue and what's gone quiet — plus a live deals-at-risk board that flags going-dark, single-threaded and stalled deals the moment the signals turn.
Learn more →One click turns the whole conversation history — calls, texts, WhatsApp, live chat, social replies and the emails you've sent — into a channel-aware follow-up, ready for you to review and send. The AI proposes; you approve. Never let a lead go cold because someone forgot to follow up.
Learn more →AI drafts emails, social captions, sales scripts and competitor battle cards — the scripts grounded in your own playbook and the battle cards in your real win-loss record and the competitors your reps actually hear named. Free on every plan, including Free.
Learn more →A prospect-specific script and the objections they're most likely to raise, on screen before the rep dials, with your rebuttal already written. Post-call scoring against your framework. Win-loss talk tracks that compare the language on your won deals against your lost ones — which questions, framings and objection responses actually correlate with closing.
Learn more →Ask Unified AI Anything
Four steps from your playbook to a personalized, stage-aware script on your rep's screen before they dial.
Pipeline stages, objection categories, closing principles, and scripts you've configured.
Contact history, deal signals, call transcripts, email threads, and engagement metrics.
Clozo's AI processes playbook + data together, applying your methodology to this specific deal.
Personalized scripts, coaching cards and follow-up drafts, on screen for the right rep before they dial.
Where the AI Output Lands
Side by side, the gap is obvious. One-size-fits-all can't compete with AI that knows your business.
❌ Same scripts for every company, every industry
❌ No awareness of your pipeline stages or methodology
❌ Generic objection responses that feel robotic
❌ Coaching based on general best practices only
❌ Follow-ups disconnected from deal context
❌ Forecast numbers you can't audit or explain
❌ Requires reps to learn a new sales framework
❌ AI operates in a silo, separate from CRM
✔ Scripts generated from YOUR configured playbook
✔ Deeply aware of your pipeline stages and transitions
✔ Objection handling mapped to your 3 blame categories
✔ Coaching scored against YOUR closing framework
✔ Follow-ups built from call notes + deal history
✔ Commit, best case and weighted pipeline computed in SQL — auditable every time
✔ Amplifies the process your team already knows
✔ AI is native to the CRM — embedded in every workflow
Stop replacing your sales process with generic AI. Start amplifying it. One AI across your whole workspace — sales and marketing — built around your playbook, and free on every plan.