Lead Management

Every Lead. Every Deal.
One Pipeline.

Leads slip through spreadsheets. Deals stall with no warning. Follow-ups never get sent. Clozo puts every lead, contact, and deal on one visual pipeline — unlimited on every plan, including Free — with AI that re-scores every deal the moment a call finishes transcribing, flags the ones going quiet, and drafts the next follow-up for you to approve. Your CRM core, cloud phone, email & social marketing, and revenue forecasting, together in one platform.

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app.clozo.ai/leads
Lead Management
Settings gear icon - lead and pipeline management

Your Leads, Organized

Every lead captured, scored, and routed to the right rep the moment it lands — so nothing sits in a spreadsheet and no contact goes cold.

  • Lead-capture forms, public booking pages, and a live-chat widget that drop new contacts straight onto the pipeline
  • Deal health scoring — every recorded call re-scores the deal, grounded in what was actually said (from Launcher)
  • Unlimited leads, contacts, deals, and tasks — no record caps on any plan, including Free
  • Duplicate detection with one-click merge — nothing is ever combined behind your back
  • One-click migration from Salesforce, HubSpot, and Pipedrive, plus CSV, XLSX, JSON, and vCard import with AI column mapping
  • Unified Engagement timeline — every call, text, WhatsApp message, chat, and social reply on one contact, in order, plus the emails you send
Try It Free →
Clozo leads table showing 10 leads with deal values, statuses, and AI scores
app.clozo.ai/pipeline
Pipeline Kanban
Sales funnel icon - lead and pipeline management

Drag. Drop. Close.

A visual pipeline that gives your team instant clarity on every deal in motion. Drag cards between stages, and every transition is tracked for stage-activity reporting and forecasting.

  • 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
  • Per-team pipelines — one company stage set with cascading team and rep overrides
  • Deal risk signals — going dark, no next meeting booked, single-threaded, stalled in stage
  • One-click stage transitions, with 30-day trash recovery across 24 record types if you undo one
Start Building Your Pipeline →
Analytics
Analytics chart icon - lead and pipeline management

Dashboards That Drive Revenue

Live dashboards computed as true SQL aggregates across your entire workspace — and a Unified AI you can ask anything in plain English. No more end-of-quarter surprises, no more hand-built reports. Analytics and custom dashboards are free on every plan, including Free.

  • Pipeline value, conversion rates, and time-in-stage at a glance
  • Per-rep pipeline, conversion, and call-volume breakdowns straight from your live data
  • Commit, best-case, and weighted-pipeline revenue forecasting on Scaler and above
  • Lead source and campaign analysis — see which channels actually close
  • Composable custom dashboards you can build just by asking the AI
  • Export to CSV or JSON any time, or pull the same data through the REST API
See Your Data in Action →
Clozo dashboard showing pipeline stats, revenue charts, and team performance metrics
By The Numbers
AI brain icon - lead and pipeline management

Facts That Speak for Themselves

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Cost to Start — Free Forever, 3 Seats
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Leads, Contacts & Deals on Every Plan
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Record Types With 30-Day Recovery
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One-Click CRM Migrations Built In
Data Ownership

Your CRM Data is Yours. Forever.

Most SaaS contracts put your data on a clock after you cancel. We don't. Here's why that matters for your business.

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Eternal Retention

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

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Free Data Export

Lead export as CSV is free on every plan, including Free. Full export of calls, messages, social, activities, and invoices in CSV or JSON on Scaler+. No export fees. No credit charges.

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Instant Reactivation

Let a subscription lapse and your workspace drops to the permanent free plan instead of locking you out. Resubscribe and it's exactly how you left it. Zero re-onboarding.

Most SaaS contracts put your data on a clock after you cancel — a retention window, an export tier, or credits to download your own contacts. We don't do any of that. Clozo keeps your data available — 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 on a monthly allowance of outbound actions for your whole workspace, with simple prepaid pay-as-you-go beyond it. And with built-in conversation intelligence, every call is recorded, transcribed, PCI/SSN-redacted, and AI-summarized automatically — on every plan, including Free. No separate dialer, no second login, no extra phone bill.

Your Own Number

Your own business number, free with every paid plan and live in about a minute. Already have a number you love, even your mobile? Verify it as your caller ID and keep your SIM.

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.

Dial Anywhere

Buy numbers in the US, Canada, UK, and Australia — and dial anywhere at transparent prepaid pay-as-you-go rates, with a daily spend cap so there is never a surprise bill.

Text & WhatsApp

Text from your business number — SMS and WhatsApp — right beside the call in the same timeline, drawing on the same outbound-action allowance. One honest note: to text US numbers, US carriers require a one-time A2P 10DLC brand and campaign registration.
Clozo
Target icon - deal scoring

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

Frequently Asked Questions

An AI CRM is a customer relationship management platform where artificial intelligence does the manual work — scoring deals, drafting follow-ups, forecasting revenue, and surfacing risks — instead of just storing contacts. Clozo is AI-native, so the intelligence is built in, not bolted on, and the full AI assistant is free on every plan, including the permanent free one.
Yes. Every Clozo plan includes a full CRM core with a visual Kanban pipeline, unlimited leads, contacts, deals and tasks, and activity history — plus an inbound phone system, the unified inbox, invoicing, and social publishing, even on the free plan. Outbound dialing, SMS, WhatsApp, and email sending unlock on Launcher.
Clozo is AI-native and unified: the CRM core, cloud phone, conversation intelligence, email, and social live in one platform with no admin overhead. Legacy CRMs sell the dialer, the AI, and the storage as separate line items and usually need a consultant to configure. Clozo is self-serve — about 10 minutes to your first call, under an hour for the whole team.
Yes. You can import contacts, companies, and activity history from Salesforce, HubSpot, Pipedrive, a spreadsheet, or a CSV in minutes — AI maps your columns, de-duplicates as it loads, and handles up to 25,000 rows a file. Your notes and history come with you, so your team starts selling on day one.
Yes. There is a permanent free plan — $0 forever, up to 3 seats, no credit card — and paid plans start at $79 per user per month with the CRM core, power dialer, business phone, email, and social all included. A small team gets the whole stack for one predictable price instead of stitching together five tools.
Clozo's paid plans run $79–$999 per user per month, and there is a permanent free plan at $0 for up to 3 seats. The CRM core, the unified inbox, the inbound phone system, invoicing, and full analytics are on every tier; deal scoring, the power dialer, and email sending start on Launcher. There are no platform fees and no setup fee, and paying annually gets you 2 months free.
Nothing — your data stays exactly where it is. If you cancel or let a subscription lapse, your workspace drops to the permanent free plan instead of locking you out, and nothing is deleted. Lead export as CSV is free on every plan; full export in CSV or JSON is on Scaler and above. Come back in a week, a year, or five years and it's where you left it.
Yes. Call recording, transcription, AI call analysis, IVR, queues, and inbound routing work on every plan, including the free one — buy a number and every inbound call is recorded and analyzed at no cost. The power dialer, with a prospect-specific script and their likely objections already on screen before you dial, unlocks on Launcher. Calls, texts, and their outcomes log automatically to each contact.
Yes. Add, rename, and reorder as many stages as your motion needs — per team, per product line, per rep, cascading from the company default. Deals move by drag-and-drop, and every stage change is tracked for reporting and forecasting.
Yes — 30 days free on any paid plan, no credit card required. You get every feature of the plan you choose, on starter allowances (200 AI credits, 15 outbound actions, 1 roleplay session) across 3 seats. Subscribe any time to unlock your plan's full monthly allowances; if you don't, your workspace simply moves to the permanent free plan — never locked out, and everything you've built is preserved.
About 10 minutes to your first call, under an hour for the whole team. A 16-step guided setup wizard configures your pipeline from an industry template, migrates Salesforce, HubSpot, or Pipedrive with AI column mapping, and provisions every seat you buy — no mandatory onboarding consultants, no multi-week implementations.
30 days free — cancel anytime
Launcher $79/mo
Scaler $199/mo
Conqueror $499/mo
Closer $999/mo
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