Email & Social Media Marketing Built Into Clozo

The Problem

Your Marketing and Your Sales Are Two Different Companies

Your email campaigns live in Mailchimp. Your nurture flows live in HubSpot Marketing. Your social sits in Sprout or Hootsuite. And none of it talks to your CRM. So the moment a lead opens an email or comments on a post, sales never knows — and the follow-up either never happens or shows up cold. That's not a marketing problem or a sales problem. It's a "two systems that don't talk" problem, and it costs you deals every single week.

Four bills, four logins, zero handoff

Mailchimp for email. Sprout for social. Your CRM for deals. A spreadsheet to glue them. You pay four vendors to keep four copies of the same customer — and they never agree.

The context vanishes

A prospect opens your campaign three times and likes two posts. Your marketing tool knows. Your rep, staring at a cold CRM record, has no idea — so they pitch a warm buyer like a stranger.

Manual work, forever

Someone exports a list, uploads it to the email tool, tags it, copies replies back into the CRM by hand. Every week. The busywork eats the hours you should spend closing.

Email Marketing

Send Campaigns That Know Your Pipeline

Build a campaign, choose a template, personalize it with merge tags, and hit send — the same way you would in a standalone email tool. The difference: your list is your CRM. You send to your eligible contact list without exporting a single CSV, and because the email lives here, every open and click lands right on the contact's timeline the moment it fires.

Campaigns built from reusable, on-brand templates with merge-tag personalization
Send to your eligible contact list straight off live CRM data — no exports, no re-uploads
Send through your own Gmail, Outlook, SMTP, or SendGrid account — no per-mailbox fee, and your domain reputation stays yours
RFC-compliant one-click unsubscribe, suppression lists, spam scoring, and daily send limits
Open and click tracking ties back to the exact deal it belongs to

Start Sending Free →

clozo.ai/email/campaigns

Q3 Product Launch

Sent · 2,418

Subject: The upgrade your team asked for

Template: Product Announcement · Segment: Scaler-tier trials

Open rate

61.4%

Click rate

18.9%

Replies

Opens synced to 1,484 contact timelines

Your reps now see who's warm

Auto

app.clozo.ai/email/campaigns

Campaigns, Sequences & Newsletters

clozo.ai/sequences

New Lead Nurture

Active · 214 enrolled

Day 0 · Welcome email

Sends when lead enters "New"

68% open

Day 2 · Wait for open

Branch: opened → call task for rep

Rule

Day 4 · Case-study email

Skips anyone already in "Negotiation"

41% open

Day 7 · Personal check-in from owner

Sends from the rep who owns the deal

Live

Automated Email Cadences

Nurture on Autopilot — Tied to the Deal Stage

Set up a multi-step cadence once and a cron-driven engine runs it every five minutes. A new lead gets a welcome email, waits for an open, then a case study, then a personal note from the rep who owns the deal. Anyone who replies exits the cadence automatically — so nobody gets a "just checking in" email the day after they answered you.

Multi-step email + wait + branch flows, no code required
Enroll leads into a cadence from a form, or just by asking the AI
Branch on real behavior — opened, clicked, replied, or went quiet
Auto-exit on reply or unsubscribe, with a hot-lead handoff task for the owner
Send-time optimization picks the hour this prospect is most likely to engage
1 active cadence on Free, 5 on Launcher, 20 on Scaler, unlimited on Conqueror and Closer

See the Pipeline It Runs On →

Social Media Marketing

Schedule, Publish & Engage Across Six Platforms

Plan a week of content on one calendar and publish to LinkedIn, X, Instagram, Facebook, TikTok, and YouTube — no more copy-pasting into six apps. Every post carries a tracked short link, so clicks land on the contact record and Clozo reports the closed-won revenue each post produced. That's the question every social tool ignores: which posts drove real deals? Connect each network with your own developer app; publish to 1 platform per post on Free and all 6 at once on every paid plan.

clozo.ai/social

One Composer, Six Platforms

clozo.ai/social/calendar

This Week

9 scheduled

6In · Post

7X · ThreadIG · Reel

8YT · Short

9In · PostFB

10TikTok

12In · Post

One calendar, six networks

Compose once, schedule to LinkedIn, X, Instagram, Facebook, TikTok, and YouTube, and see your whole week at a glance. No tab-juggling, no double entry.

Analytics that reach the deal

Tracked short links attribute clicks and closed-won revenue back to the post that started them. Something a standalone social tool can never show you.

Posting-streak leaderboard

Turn social selling into a game your reps actually play. A posting-streak leaderboard gamifies consistency across the team — the hardest part of social selling.

Why It's Different

One Platform Means Marketing Actually Feeds Sales

A bolted-together stack passes files between tools. Clozo passes nothing — because the email, the social post, the CRM record, and the deal are all the same database. Here's what that unlocks.

Market from live CRM data

Your campaign audience is your live contact list, not a stale CSV — and Unified AI can answer "which deals have gone quiet for 14 days?" in plain English off the same database. No exporting a list and re-uploading it into a separate tool that's already out of date.

Every touch lands on the timeline

The moment a contact opens your campaign, clicks a link, or clicks the tracked link on one of your posts, it appears on their timeline — right next to their calls, texts, and notes. Your rep opens the record and sees the whole story, warm signals included.

Marketing signals become sales tasks

When a prospect replies, the cadence exits them and hands the lead straight to the owning rep as a task. No CSV, no "did anyone follow up?" The handoff happens inside the same system, automatically.

The AI sees all of it

Because email opens, social touches, calls, and deals live together, Clozo's AI can answer questions no point tool can — like "which campaign sourced the most closed revenue?" — and coach reps on full context. Ask it in plain English on the Unified AI page.

Use Cases

What Teams Actually Do With It

Real workflows that only work when marketing and sales share one system.

Nurture leads on autopilot

Enroll a new lead into an email cadence that warms them up over days — and quietly pulls them out the moment they reply. Nobody falls through the cracks and nobody gets nurtured after they've answered you.

Run social campaigns that close

Launch a coordinated push across all six networks, then look at the closed-won revenue each post's tracked link produced. Double down on what sources revenue, not just likes.

Align sales & marketing on one view

Marketing and sales stop arguing over whose numbers are right because there's only one set. Everyone sees the same contact, the same touches, the same pipeline.

Re-engage cold deals

Ask the AI which deals have gone quiet for 30 days, then enroll them into a win-back cadence — without exporting anything. When one replies, the cadence exits them and the owner gets a task the same minute.

Launch a product across every channel

Fire a launch email to your contact list, schedule the social rollout on all six platforms, and watch opens, clicks, and tracked-link visits flow onto the timelines of the leads who matter most.

Prove marketing's ROI

Ask the AI which campaign or post sourced the most closed-won revenue. When email opens, tracked social links, and deals live in one database, attribution stops being a guessing game.

The Old Way vs Clozo

Replace the Marketing Stack, Keep the Context

A standalone email tool and a standalone social tool each do one job well — and then leave your CRM out of the loop. Clozo does both jobs and connects them to everything else you sell with.

Area

With Clozo Recommended

Point tools (Mailchimp · HubSpot Mktg · Sprout)

Where your list lives

Your live CRM — send off real pipeline data, no exports

A separate copy you sync by CSV — stale the moment you upload it

Email marketing

Campaigns, templates, merge tags, automated multi-step cadences, open & click tracking, one-click unsubscribe and suppression lists

Full email — but blind to your calls, deals, and social

Social marketing

Schedule and publish across LinkedIn, X, Instagram, Facebook, TikTok, YouTube — with tracked links, Facebook and Instagram comment replies, and a posting-streak leaderboard

A whole separate subscription with no idea who's in your pipeline

Where the data goes

Every open, click & tracked-link visit lands on the contact's timeline, next to calls & texts

Trapped in the marketing tool — sales never sees the warm signal

Sales handoff

A prospect who replies exits the cadence and becomes the owner's task, in the same system

Manual — someone has to notice, export, and notify

Attribution & AI

Ask in plain English which campaign or post sourced closed revenue

Vanity metrics only — no line to closed-won deals

The rest of your stack

CRM core, power dialer, phone system, conversation intelligence & forecasting all included

You still buy those separately and glue them together

Bills & logins

One login, one bill, transparent per-user pricing

Two-to-four marketing vendors on top of your CRM

Clozo vs Sprout Social → Clozo vs HubSpot →

FAQ

Email & Social Marketing FAQ

Everything you need to know about running marketing inside Clozo.

Is Clozo really a marketing platform, or just a sales CRM?

Both. Clozo runs full email marketing — campaigns, reusable templates, merge-tag personalization, automated multi-step cadences, open and click tracking, one-click unsubscribe and suppression lists — and full social media marketing — schedule and publish across LinkedIn, X, Instagram, Facebook, TikTok, and YouTube, with tracked short links that attribute clicks and closed-won revenue back to the post. It does all of that in the same platform as your CRM, power dialer, and pipeline, so sales and marketing finally work off one set of data instead of two systems that don't talk.

What does Clozo replace for marketing?

For most teams Clozo replaces the standalone email tool and the standalone social scheduler you buy separately, and folds them into the same login and bill as your CRM and dialer. You stop paying for and stitching together separate marketing point tools, and you stop losing context every time a lead crosses from one to another.

Which social platforms can I publish to?

Six: LinkedIn, X, Instagram, Facebook, TikTok, and YouTube. Connect each with your own developer app, then schedule and publish from one content calendar instead of six separate apps, reply to Facebook and Instagram comments in-app, and track the clicks and closed-won revenue each post produced. Free publishes to 1 platform per post; every paid plan publishes to all 6 at once.

Can I automate email follow-up based on pipeline stage?

Yes. Build automated multi-step email cadences that nurture leads over days or weeks, run by a cron engine that fires every five minutes. Enroll leads from a form or just by asking the AI, branch on real behavior like opens, clicks and replies, and automatically exit anyone who replies or unsubscribes — so the right message goes out at the right moment without anyone remembering to send it. The number of active cadences scales with your plan: 1 on Free, 5 on Launcher, 20 on Scaler, unlimited on Conqueror and Closer.

Do I need to connect my own email to send marketing?

Yes — and that is deliberate. You send through your own Gmail, Outlook, SMTP or SendGrid account, so your domain reputation stays yours and there is no per-mailbox fee. Clozo automatically adds RFC-compliant one-click unsubscribe, maintains your suppression list, scores your message for spam signals, and enforces a daily send limit.

How does this connect to the rest of Clozo?

Deeply. Email marketing and social sit in the same platform as your CRM, visual pipeline, power dialer, phone system, conversation intelligence, and forecasting. Every marketing touch appears on the contact's unified timeline, feeds Clozo's AI so you can ask cross-channel questions in plain English, and a reply hands the lead to the rep who owns the deal as a task. That's the whole point — marketing that actually feeds sales.

Do I need a credit card to start the free trial?

No credit card is required to start the 30-day free trial. You get every feature of the plan you choose on starter allowances across 3 seats, you are not charged during the 30 days, and you can cancel anytime with no exit fee. If you don't subscribe, your workspace moves to the permanent free plan. Nothing is deleted — lead export as CSV is free on every plan, and full export in CSV or JSON is on Scaler and above.

Your Marketing and Your CRM,
Finally in the Same Place.