Lead Management

Every Lead. Every Deal.
One Pipeline.

Manage your entire sales pipeline from first touch to closed-won. Clozo gives you a unified CRM with AI-powered lead scoring, kanban pipelines, and real-time analytics — so nothing slips through the cracks.

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app.clozo.ai/leads
Lead Management
CRM configuration settings - CRM and lead management

Your Leads, Organized

Every lead captured, scored, and routed to the right rep. No more spreadsheets, no more lost contacts.

  • Smart lead capture from web forms, email, and social channels
  • AI-powered lead scoring that learns from your closed deals
  • Custom fields, tags, and segments for any sales process
  • Automatic duplicate detection and merge
  • Bulk import from CSV, Salesforce, HubSpot, or Pipedrive
  • Full activity timeline with every touchpoint tracked
Try It Free →
Clozo leads table showing 10 leads with deal values, statuses, and AI scores
app.clozo.ai/pipeline
Pipeline Kanban
sales pipeline funnel - CRM and lead management

Drag. Drop. Close.

A visual pipeline that gives your team instant clarity on every deal in motion. Drag cards between stages and watch AI update scores in real time.

  • Drag-and-drop kanban board with customizable stages
  • Deal cards with value, probability, and next action at a glance
  • Filter by rep, value range, close date, or AI score
  • Multiple pipeline views for different products or teams
  • Stale deal alerts when cards sit too long in one stage
  • One-click stage transitions with automated follow-ups
Start Building Your Pipeline →
Analytics
analytics dashboard - CRM and lead management

Dashboards That Drive Revenue

Real-time dashboards that show you exactly where your revenue stands. No more end-of-quarter surprises.

  • Pipeline value, conversion rates, and velocity at a glance
  • Rep performance leaderboards with AI coaching insights
  • Revenue forecasting with confidence intervals
  • Deal source attribution and ROI tracking
  • Custom report builder with drag-and-drop widgets
  • Export to PDF, CSV, or schedule automated email reports
See Your Data in Action →
Clozo dashboard showing pipeline stats, revenue charts, and team performance metrics
By The Numbers
AI intelligence - CRM and lead management

Results That Speak for Themselves

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Higher Close Rate
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Faster Pipeline Velocity
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Fewer Leads Lost
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Saved Per Rep Per Week
Data Ownership

Your CRM Data is Yours. Forever.

Other CRMs delete your data when you cancel. We keep it forever. Here's why that matters for your business.

∞

Eternal Retention

Every lead, contact, deal, call recording, email, note, and AI insight is stored permanently. Cancel, come back in 5 years — it's all there.

🔓

Free Data Export

CSV, JSON, and full API export on Scaler+. Download your complete CRM history whenever you want. No export fees. No credit charges.

🔄

Instant Reactivation

Resubscribe and your account is exactly how you left it. Same pipeline state, same AI training, same everything. Zero re-onboarding.

Salesforce gives you 30 days after termination. HubSpot archives your data. Apollo charges credits to export contacts. Clozo keeps your data forever — because you trusted us with it.

One System, Not Six Tools

Your CRM Comes With a Phone System

Your contacts, your pipeline, and the phone that reaches them all live in one place. Every lead in Clozo is one click from a real business number — call, text, and route inbound calls with included domestic minutes on every plan and simple prepaid international. No separate dialer, no second login, no extra phone bill.

Your Own Number

A real business number, live in 60 seconds — free with every plan. Or connect the number you already have, even your mobile.

Smart Inbound (IVR)

Greet callers, press-1 menus, business hours, and auto-route every inbound call to the right rep. Screen-pop shows who's calling before you answer.

Call the World

Included domestic minutes on every plan, plus transparent prepaid international — sound local in the US, UK, CA, AU, UAE, India and more.

Text & WhatsApp

Text from your business number — SMS and WhatsApp, one-to-one or campaigns — right beside the call in the same timeline. US texting includes a quick one-time verification we handle for you.
Clozo
deal scoring target - CRM and lead management

Ready to Own Your Pipeline?

Stop losing deals to disorganization. Get every lead, every deal, and every revenue signal in one AI-powered CRM. Start free today.

Start Free Trial → Talk to Sales
30 days free — cancel anytime
Launcher $79/mo
Scaler $199/mo
Conqueror $499/mo
Closer $999/mo
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