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, pick your audience, choose a template, and hit send — the same way you would in a standalone email tool. The difference: your list is your CRM. Segment by pipeline stage, deal value, industry, or last activity without exporting a single CSV. And because the email lives here, every open and click lands right on the contact's timeline.

Drag-and-build campaigns with reusable, on-brand templates
Segment straight off live CRM data — no exports, no re-uploads
Send from your own Gmail, Outlook, or SMTP for clean deliverability
Automatic unsubscribe links, bounce handling, and suppression management
Open and click analytics tie back to the exact deal they belong 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

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

Marketing Automation

Nurture on Autopilot — Tied to the Deal Stage

Set up a multi-step sequence once and it works every hour of every day. 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. Because the sequence reads your pipeline, it knows to skip anyone who already advanced — so nobody gets a "just checking in" email the day after they signed.

Multi-step email + wait + branch flows, no code required
Enroll leads automatically when they hit a pipeline stage
Branch on real behavior — opened, clicked, replied, or went quiet
Auto-exit anyone who advances, books a call, or unsubscribes
Hand warm leads straight to a rep as a task the moment they engage

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. Track what's actually working with per-post analytics and team leaderboards. And because it's the same platform as your CRM, you can finally answer the question every social tool ignores: which posts drove real deals?

clozo.ai/social

Clozo social media outreach and scheduling across LinkedIn, X, Instagram, Facebook, TikTok and YouTube

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

Track impressions, engagement, and channel performance — then trace which posts touched contacts that turned into pipeline. Something a standalone social tool can never show you.

Team leaderboards

Turn social selling into a game your reps actually play. Gamified leaderboards rank who's posting, engaging, and sourcing the most attention across the team.

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

Build a segment from your actual pipeline — "Scaler-tier trials that opened last week," "deals stuck in Negotiation over 14 days" — and email or enroll them instantly. 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 engages a post, 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

An automated sequence can hand a lead straight to a rep as a call task the instant they get hot. No Slack message, 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

Every new lead drops into a stage-aware email sequence that warms them up over days — and quietly pulls them out the moment a rep books a call. Nobody falls through the cracks and nobody gets nurtured after they've bought.

Run social campaigns that close

Launch a coordinated push across all six networks, then look at which posts actually touched contacts who became pipeline. 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

Segment every deal that's gone quiet for 30 days and drop them into a win-back campaign — without exporting anything. When one re-opens your email, the owner gets a task the same minute.

Launch a product across every channel

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

Prove marketing's ROI

Ask the AI which campaign or channel sourced the most closed-won revenue. When email, social, 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 — segment off real pipeline data, no exports

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

Email marketing

Campaigns, templates, automated multi-step sequences, open/click analytics, suppression management

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

Social marketing

Schedule, publish & engage across LinkedIn, X, Instagram, Facebook, TikTok, YouTube with analytics & leaderboards

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

Where the data goes

Every open & social touch lands on the contact's timeline, next to calls & texts

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

Sales handoff

A hot lead becomes a rep's call task automatically, in the same system

Manual — someone has to notice, export, and notify

Attribution & AI

Ask in plain English which campaign or channel sourced closed revenue

Vanity metrics only — no line to closed-won deals

The rest of your stack

CRM, 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, automated multi-step sequences, and open/click analytics with suppression management — and full social media marketing — schedule, publish, and engage across LinkedIn, X, Instagram, Facebook, TikTok, and YouTube with analytics and team leaderboards. 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 a standalone email tool like Mailchimp or HubSpot Marketing plus a social scheduler like Sprout Social or Hootsuite — 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 (Twitter), Instagram, Facebook, TikTok, and YouTube. You can schedule and publish posts, engage, and track per-post analytics and team leaderboards — all from one content calendar instead of six separate apps.

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

Yes. Build automated multi-step email sequences that nurture leads over days or weeks. Because email lives in the same platform as your pipeline, a sequence can enroll leads when they hit a stage, branch on real behavior like opens and clicks, and automatically exit anyone who advances or books a call — so the right message goes out at the right moment without anyone remembering to send it. The number of active sequences scales with your plan (3 on Launcher, 20 on Scaler, unlimited on Conqueror and Closer).

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

To send from your own address you connect Gmail or Outlook with a couple of clicks (OAuth) or your own SMTP. Sending from your verified domain protects deliverability and keeps you CAN-SPAM compliant. Clozo automatically adds unsubscribe links, handles bounces, and manages your suppression list, so you don't have to think about the compliance plumbing.

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 can trigger a follow-up task for the rep who owns the deal. That's the whole point — marketing that actually feeds sales.

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

A card is required to start the 30-day free trial — Stripe runs a $1 verification charge that is instantly refunded to validate the card and deter spam. You are not charged for your plan during the 30 days, and you can cancel anytime with no exit fee. Your data persists forever if you leave, and you can export everything by CSV, JSON, or API whenever you want.

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