IVR & Smart Inbound Routing

Never Miss a Lead Again.
IVR + Smart Routing, Built In.

Every missed call is a deal handed to your competitor. Clozo greets every caller, plays your press-1 menu, respects your business hours, and routes each call to the exact right rep — the last person on the deal, the owner, round-robin, or by skill. Screen-pop shows you who's calling before you say hello. Voicemail, recording, and AI summaries on every call.

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app.clozo.ai/inbound/setup
Greet → menu → business hours → the right rep — configured visually
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Of Callers Won't Leave a Voicemail
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Leads Dropped to a Dead End
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Rungs on the Smart Routing Ladder
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Of Calls Recorded & AI-Summarized
Visual IVR Builder
visual IVR menu builder

Build Your Phone Menu Without Code

Greet callers with a professional message, then let them press a number to reach the right team. Drag, drop, done — no PBX to configure, no phone company to call, no developer required.

  • Record or type a greeting, then add press-1 menu options in seconds
  • Route "Press 1 for Sales, 2 for Support" to different teams or numbers
  • Business hours built in — open-hours behavior versus after-hours, your rules
  • Change the whole flow anytime, visually, and it's live instantly
Build Your IVR →
Clozo visual IVR builder with greeting, press-1 menu options, and business hours
Clozo smart routing ladder sending an inbound call to the right rep
Smart Inbound Routing
smart inbound call routing to the right rep

Every Call, To the Right Rep

Clozo doesn't just ring a random line. It follows an intelligent ladder so a returning caller reaches the person who already knows their deal — and a new caller still gets answered fast.

  • Last rep on the deal — the caller reaches the person they already know
  • Lead owner — falls through to whoever owns the account
  • Round-robin — spreads new callers evenly across the team
  • By skill — routes to reps matched to the caller's need or language
See the Phone System →
Screen-Pop & Capture
screen pop caller info and AI call summaries

Know Who's Calling Before You Answer

The moment a call comes in, the caller's full story appears on screen — who they are, their deal stage, recent activity, and notes. Your rep picks up already warm. And nothing gets lost: every call and voicemail is captured.

  • Screen-pop surfaces the caller's identity, deal, and history instantly
  • Voicemail captured, transcribed, and turned into a follow-up task
  • Call recording with AI summary — next steps, sentiment, and deal risk
  • Missed calls never vanish — every attempt lands as a trackable record
Explore Call Intelligence →
Clozo screen-pop showing caller context with AI call summary and next steps
How Routing Decides

The Smart Routing Ladder

When an inbound call arrives, Clozo tries each rung in order until someone picks up — so no lead ever hits a dead end.

1

Last rep on the deal

The caller is instantly connected to the rep who last worked their deal — the person who already knows the story.

2

The lead owner

No answer? The call falls through to whoever owns the account, so it stays with someone accountable.

3

Round-robin across the team

A brand-new caller or an unowned lead is spread evenly across available reps — fair, fast, and never dropped.

4

By skill

Route to the reps best matched to the caller's need, product line, or language — the right expertise, every time.

✓

After hours or all busy → voicemail

Outside business hours or when everyone's on a call, the caller hears your custom message and drops to voicemail — captured, transcribed, and turned into a follow-up task automatically.

Everything On Inbound
complete inbound calling toolkit

Every Inbound Call, Fully Handled

Six capabilities that turn your phone number into a lead-capture machine — included on every paid plan.

Visual IVR Builder

Greet callers and build press-1 menus with no code. "Press 1 for Sales, 2 for Support" routes to the right team in seconds.

Business Hours

Define open-hours and after-hours behavior. Calls route to reps when you're open and to voicemail with a custom message when you're not.

Smart Routing

An intelligent ladder — last rep on the deal, then owner, then round-robin, then skill — connects every caller to the right person fast.

Screen-Pop

The caller's identity, deal stage, and history appear before you answer, so every conversation starts warm instead of cold.

Voicemail

Missed a call? Voicemail is captured, transcribed, and turned into a follow-up task — so a missed call is never a lost lead.

Recording + AI Summaries

Every inbound call is recorded, transcribed, and AI-summarized with next steps, sentiment, and deal risk — automatically.

Live in 10 Minutes

Set Up IVR & Routing in Four Steps

No PBX, no phone company, no developer. Configure it visually and it's live instantly.

1

Build your menu

Add a greeting and press-1 options in the visual IVR builder.

2

Set business hours

Define open-hours routing and after-hours voicemail behavior.

3

Pick your ladder

Choose last rep → owner → round-robin → skill for inbound calls.

4

Turn on capture

Enable screen-pop and recording so every call is context-rich and summarized.

Start Free Trial →

IVR, routing, screen-pop, voicemail, and recording are included on every paid plan — Launcher, Scaler, Conqueror, and Closer. There's no add-on fee for the routing engine.

No PBX or phone company required. The whole system is built into Clozo's phone system — configure it in your browser and inbound calls ring straight to your reps in the app. Already have your own number? Connect it and route it through Clozo.

Live Voice-to-Voice AI on calls is a Closer-tier feature. Every tier gets the full IVR and routing stack; the AI that can talk live on a call is included on Closer.

FAQ
frequently asked questions about IVR and call routing

IVR & Routing FAQ

Everything you need to know about menus, routing, screen-pop, and voicemail.

IVR stands for Interactive Voice Response — the automated menu that greets callers and lets them press a number to reach the right place. Yes, Clozo includes a visual IVR builder on every paid plan. You drag in a greeting and press-1 menu options, set business hours, and callers are guided to the right team automatically. No code and no separate phone company required.
Clozo follows a routing ladder and tries each rung until someone answers: first the last rep who worked the deal, then the lead's owner, then round-robin across the team, then by skill. A returning caller reaches the person who already knows their deal, and a brand-new caller still gets picked up fast instead of hitting a dead end.
Screen-pop shows the caller's full context — who they are, their deal stage, recent activity, and notes — on your screen before you even say hello. Your rep answers already knowing the story, so the conversation starts warm instead of cold.
Yes. Business hours routing lets you define exactly what happens when you're open versus closed. During open hours, calls route to your reps through the smart ladder. After hours, callers hear a custom message and drop to voicemail — which is recorded, transcribed, and turned into a follow-up task automatically.
Every inbound call can be recorded, transcribed, and AI-summarized — with next steps, sentiment, and deal risk surfaced automatically. Voicemails are captured and transcribed too, so nothing gets lost between a missed call and a follow-up.
No. The IVR and routing engine are built into Clozo's phone system. There's no PBX to install, no desk phones, and no separate carrier to wire up. You configure everything visually in your browser, and inbound calls ring straight to your reps in the app. Already have your own number? Connect it and route it through Clozo.
Every paid tier — Launcher, Scaler, Conqueror, and Closer — includes the IVR builder, smart routing, screen-pop, voicemail, and call recording. Higher tiers add larger included calling buckets, and Closer adds live Voice-to-Voice AI that can talk on calls.
The Math
IVR value stack

You're Not Buying an IVR.
You're Getting One Free.

A standalone auto-attendant or IVR tool runs $20–$50 per user per month on top of your CRM and phone bill — and you still have to wire it up. Here's the entire inbound stack Clozo builds in, free on every paid plan:

The Inbound Stack — Included

Everything that turns your number into a lead-capture machine

  • Visual IVR & press-1 menu builder — no code$15/mo
  • Business-hours routing — open vs. after-hours$8/mo
  • Smart routing ladder — last rep → owner → round-robin → skill$12/mo
  • Screen-pop — the caller's full context before you answer$8/mo
  • Voicemail + call recording, transcription & AI summary$7/mo
A standalone auto-attendant runs $20–$50/user/mo
$0 — included on every paid plan
IVR, smart routing, screen-pop, voicemail, and recording ship on Launcher, Scaler, Conqueror, and Closer. No add-on fee for the routing engine.
Start Free Trial →
Clozo

Stop Sending Leads to Voicemail

Give every inbound call a warm, instant answer from the right rep. Start your risk-free start, build your IVR in minutes, and never miss a lead again.

Start Free Trial → See Plans & Pricing
30 days free — cancel anytime
Launcher $79/mo
Scaler $199/mo
Conqueror $499/mo
Closer $999/mo
Start Free Trial