Sales & Marketing Productivity

Your Reps Lose Half the Day to Busywork.
Take It Off Their Plate.

Run social media marketing across 6 platforms, email campaigns and automated cadences, a sprint task board built for revenue teams, and calendar scheduling with public booking pages — together on one platform. Because it all lives in one place, the AI drafts your follow-ups and your captions, the cadence engine sends on schedule every five minutes, and the touches you owe land on the right rep's task list — so your team spends its hours closing, not copy-pasting between apps.

app.clozo.ai/social-media
Settings gear icon - sales productivity tools

Six Platforms. One Dashboard.

Stop juggling six browser tabs and a scheduling spreadsheet. Run your entire social media marketing — LinkedIn, X, Facebook, Instagram, TikTok, and YouTube — from one command center, with tracked links that tie posts to revenue and a streak leaderboard that keeps reps posting.

  • 6-Platform Publishing — LinkedIn, X, Facebook, Instagram, TikTok, and YouTube from one composer, connected with your own developer app. 1 platform per post on Free, all 6 on every paid plan.
  • One Content Calendar — Queue and schedule posts across every connected channel and see the whole week at a glance.
  • Posting Streaks — Build momentum with streak tracking that rewards consistency and keeps reps accountable.
  • Tracked Short Links — Every post carries a tracked link, so clicks land on the contact record and Clozo reports the closed-won revenue each post produced.
  • Comment Engagement — Reply to Facebook and Instagram comments in-app, and track keywords across the comments and messages on your own accounts.
Clozo social media dashboard showing 6-platform scheduling, streaks, and tracked links
sales pipeline funnel - sales productivity tools

Notion-Style Tasks. Built for Sales.

A powerful task manager designed for revenue teams. Sprint Kanban, configurable sprints, and deep pipeline integration so nothing falls through the cracks.

  • Sprint Kanban — plus Current Sprint, Next Sprint, Backlog, Done, and All-Tasks views, as a board or a table.
  • Configurable Sprints — Weekly, bi-weekly, 10-day, or manual sprint cycles that adapt to your team's rhythm.
  • Categories & Labels — Organize tasks by deal, account, priority, or category with color-coded labels.
  • Drag-and-Drop — Move tasks across stages, reassign ownership, and reprioritize with intuitive board interactions.
  • Pipeline-Linked Tasks — One click turns any next step from a call summary into a task on the right rep's list.
analytics dashboard - sales productivity tools

Multi-Step Cadences. They Send Themselves.

Every lead your reps forget to follow up with is revenue handed to a competitor. Build multi-step cadences where the emails send themselves on schedule — a cron engine runs every five minutes — and the call, SMS, and social touches drop onto the right rep's task list at exactly the right moment. Clozo's AI drafts the messages, and send-time optimization picks the hour this prospect is most likely to engage.

  • Multi-Step Cadence Builder — Chain emails, waits, and branches, with call, SMS, and social steps as tasks for the owning rep.
  • Behavior Branching — Branch on opens, clicks, and replies, and auto-exit anyone who answers, with a hot-lead handoff task.
  • Enroll in a Click — Enroll leads from a form or just by asking the AI.
  • Send-Time Optimization — Picks the hour each contact is most likely to engage, based on their engagement history.
  • Per-Step Analytics — Track open and reply rates step by step to continuously improve your cadences.
  • Cadence Templates — Start from cold outreach, post-demo follow-up, nurture, or re-engagement, or build your own.
Clozo cadence builder showing multi-step email sequences with branching and task steps
AI intelligence - sales productivity tools

Every Touchpoint. One Timeline.

See every call, meeting, follow-up, and deadline in one built-in calendar, with public booking pages that let prospects self-schedule into real availability. Pair it with Unified Engagement and every conversation with a prospect — calls, texts, WhatsApp, live chat, social replies, and the emails you send — lands in one chronological timeline per contact.

  • Month, Week & Day Views — Calls, meetings, and tasks in one integrated calendar.
  • Public Booking Pages — Prospects self-schedule into your real availability, with atomic slot claiming so two people can never take the same slot. Free on every plan.
  • Lead-Capture Forms — Turn a booking or a form fill straight into a contact on the pipeline.
  • A Morning Brief — An in-app notification at your local 8am: what moved, what's overdue, what's gone quiet.
  • Meeting Capture — On Scaler and above, generate a link on your own Zoom, Google Meet, or Webex account and capture the session from Clozo. No bot joins your call.
deal scoring target - sales productivity tools

Track Products. Close the Loop.

Manage your product catalog, drop items onto an estimate or invoice, and send it with a secure customer portal link — without leaving Clozo. Invoicing and estimates with true multi-currency are free on every plan, including Free.

app.clozo.ai/invoices

From Estimate to Invoice to Paid

Product Catalog

Maintain a searchable catalog of products and services with pricing tiers, descriptions, and categories. Drop them onto an estimate or an invoice as line items, in any currency you sell in.

Clozo product catalog with pricing tiers and invoice line items

Cadence Templates

Pre-built outreach cadences for common sales scenarios: cold outreach, new lead nurture, re-engagement, and post-demo follow-up. Customize a template or build your own from scratch.

Clozo multi-step sales sequence templates with email, call, and social touchpoints
Clozo

Ready to Run Your Whole Day in One Tab?

Start your free 30-day trial today — no credit card required. Social media, tasks, cadences, and calendar, all included from day one. If you don't subscribe, your workspace moves to our permanent free plan instead of locking you out.

Frequently Asked Questions

Yes. Clozo lets you schedule and publish across LinkedIn, X, Instagram, Facebook, TikTok, and YouTube — connected with your own developer app — and reply to Facebook and Instagram comments in-app. Every post carries a tracked short link, so clicks land on the contact record and Clozo reports the closed-won revenue each post produced.
Yes. Automated email cadences send themselves on schedule — a cron engine runs every five minutes — with merge-tag personalization, branching on opens, clicks and replies, and auto-exit the moment a prospect answers. The call, SMS, and social touches drop onto the right rep's task list at exactly the right moment, and one click turns any next step from a call summary into a task.
Yes. Clozo includes a built-in calendar and public booking pages that let prospects self-schedule into your real availability, with atomic slot claiming so two people can never take the same slot. It is free on every plan, including the permanent free one.
Yes. Tasks run as a Sprint Kanban board or a table, across Current Sprint, Next Sprint, Backlog, Done, and All-Tasks views, with configurable sprint cycles. One click turns any next step from a call summary into a task, so reps always know what's next on every deal.
For social publishing, yes — Clozo covers scheduling and publishing across six platforms plus Facebook and Instagram comment replies, and because it's in your CRM, tracked links show you the closed-won revenue each post produced, which standalone social tools can't.
Six: LinkedIn, X, Instagram, Facebook, TikTok, and YouTube — with scheduling, publishing, tracked short links, a posting-streak leaderboard, and Facebook and Instagram comment replies. Connect as many accounts as you like on any plan; Free publishes to 1 platform per post and every paid plan publishes to all 6 at once.
Yes. You can schedule posts across all six platforms in advance, manage them on a content calendar, and let AI draft the captions — then watch the tracked link on each post attribute clicks and revenue back to it.
Yes — as automated email cadences. Build a multi-step cadence once and the emails send themselves every five minutes on schedule, with merge tags, behavior branching on opens, clicks and replies, auto-exit on reply, and send-time optimization. Call, SMS, and social steps land as tasks on the owning rep's list. Active cadences: 1 on Free, 5 on Launcher, 20 on Scaler, unlimited on Conqueror and Closer.
Social publishing is on every plan, including the permanent free one — Free publishes to 1 platform per post, and every paid plan publishes to all 6 at once. It's included in the per-user price rather than sold as a separate social suite.
Clozo removes busywork: calls, texts, WhatsApp messages, chats, and social replies log themselves onto the contact timeline, cadence touches land as tasks, AI drafts the messages and the scripts, and everything a rep needs lives in one place — so reps spend their day in conversations, not data entry.
30 days free — cancel anytime
Launcher $79/mo
Scaler $199/mo
Conqueror $499/mo
Closer $999/mo
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