Clozo
Platform Features

Everything You Need to
Close More Deals

Nine AI-powered modules, 40+ features, and a configurable closing engine — all unified in one platform built to make every rep your best closer.

9
AI Modules
40+
Features
13
Channels
100%
Configurable
CRM configuration settings - CRM features

Configurable AI Closing Engine

The only CRM with an AI Co-Pilot that displays stage-specific, psychology-based scripts on screen in real time while your rep is on the call — no memorization needed.

Your Rep Sees Exactly What to Say — Live on Screen

Clozo doesn't just store contacts. As the rep dials, the AI Co-Pilot displays the exact script for that prospect and stage right on screen — psychology-based and industry-configurable.

  • Real-Time Script Display — The rep sees exactly what to say on screen while talking to the prospect. No memorization, no guesswork.
  • Stage-Specific AI Scripts — AI generates call scripts tailored to the lead's pipeline stage, interaction history, and industry vertical.
  • Objection Handling Cards — Categorized by blame type (circumstances, other people, self) with AI-suggested responses surfaced in real time.
  • Industry-Configurable — Customize scripts, stages, and psychology frameworks per company or industry. Your process, your rules.
Stage 3 of 7 — Qualify

Call Script — Acme Corp

"Hi Sarah, I noticed you downloaded our ROI calculator last week. Most VPs in manufacturing tell us they lose 15% of pipeline to slow follow-ups..."

Objection Detected

"We already have a CRM."

Suggested: "That's great — most of our customers did too. Clozo doesn't replace your CRM, it makes your reps actually use it by embedding coaching right into the call flow."

AI Confidence: 87%
power dialer phone - CRM features

Nine Modules. One Platform.

Every tool your revenue team needs, unified under a single AI-powered roof.

Power Dialer with AI Co-Pilot

As the rep dials, the screen displays the exact script for that prospect and stage. Smart daily queue processes 200+ leads/day.

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AI Deal Intelligence

Every deal gets a 0-100 health score. AI monitors engagement, velocity, sentiment, and risk signals in real time.

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13-Channel Engagement

Email, WhatsApp, SMS, Telegram, LinkedIn, Instagram, Facebook, Twitter/X, YouTube, TikTok, Live Chat, Phone & Video — all from one unified inbox.

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Unified AI Intelligence

One LLM connected to every database. Ask any question in plain English about your entire sales funnel and get instant data-backed answers.

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Revenue Forecasting

4 simultaneous models — Commit, Best Case, Weighted, and AI Predicted — with accuracy tracking against actuals.

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AI Sales Coaching

AI-computed rep scorecards with actionable coaching on conversion rate, objection handling, talk ratio, and response time.

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Multi-Channel Social Media Marketing

Schedule, publish & track posts across Instagram, Facebook, LinkedIn, Twitter/X, YouTube & TikTok with AI-generated captions.

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Call Transcription & Analysis

Every call auto-transcribed by Whisper, summarized by AI, with objections, action items, and competitor mentions extracted.

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Pipeline & Kanban

Visual drag-and-drop board with customizable stages, full audit trail, and fulfillment tracking post-close.

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The Power Dialer That Coaches You Live

Not just a dialer. A real-time AI co-pilot that listens, transcribes, and suggests the perfect response mid-call.

Live Call — 03:42

Calling: David Kim, VP Sales at TechFlow

AI Transcript: "...we've been using spreadsheets and it's getting harder to track deals across the team..."

AI Suggestion

Pivot to pain point: "That's exactly what we hear from teams scaling past 10 reps. How many deals would you estimate fall through the cracks each quarter?"

Sentiment: Positive

Engagement score: 8.4/10 — Prospect is leaning in. Good time to propose next steps.

Every Call Is a Coaching Session

The Power Dialer integrates Twilio for enterprise-grade calling with AI analysis layered on top of every conversation.

  • Call Recording & Transcription — Every call automatically recorded and transcribed by AI for review.
  • Real-Time Sentiment Analysis — Know if the prospect is engaged, hesitant, or ready to buy.
  • Live AI Suggestions — Context-aware prompts appear in the side panel as the conversation unfolds.
  • Post-Call Summaries — AI generates action items, follow-up tasks, and deal updates automatically.

Deal Intelligence That Sees Around Corners

GPT-4o analyzes every signal — emails, calls, CRM activity — to score deals, predict outcomes, and alert you before things go sideways.

Never Be Surprised by a Lost Deal Again

Deal Intelligence brings together every data point across your pipeline and turns it into actionable predictions.

  • AI Deal Scoring — Every deal gets a dynamic score based on engagement, timing, stakeholder activity, and historical patterns.
  • Win Probability — Machine learning models predict close likelihood so you focus on the right deals.
  • Smart Alerts — Get notified when a deal goes dark, a champion leaves, or competitor mentions spike.
  • Follow-Up Agent — AI automatically schedules and drafts follow-ups so nothing slips through the cracks.
Deal Intelligence Dashboard

Pipeline Health — Q1 2026

Acme Corp

Win Probability: 82%

Deal Score: A+

On Track

GlobalTech

Win Probability: 34%

Deal Score: C

At Risk
Smart Alert

Champion departed: Lisa Park (VP Ops) at GlobalTech changed roles on LinkedIn 2 days ago. Recommend re-engaging with new stakeholder.

The Clozo Transformation

See the before and after. Here's what changes when your team switches to Clozo.

Area
With Clozo Recommended
Without Clozo
Tech Stack
1 unified platform — CRM, dialer, AI, outreach, analytics all in one
10+ disconnected tools stitched together with integrations
AI Insights
Unified AI Intelligence — one LLM connected to every database, ask anything in plain English
No AI insights — manual reports, siloed data across tools
Call Scripts
AI Co-Pilot displays stage-specific, psychology-based scripts on screen during calls — no memorization
No scripts — reps wing it or read from static PDFs
Sales Coaching
Real-time AI coaching — scorecards on conversion rate, objection handling, talk ratio, response time
Quarterly reviews based on gut feeling
Deal Scoring
AI-powered 0-100 health score per deal with engagement, velocity, and risk monitoring
No deal scoring — managers guess which deals are at risk
Channel Coverage
13 channels unified — Email, WhatsApp, SMS, Telegram, LinkedIn, Instagram, Facebook, Twitter/X, YouTube, TikTok, Live Chat, Phone & Video
Email and phone only — prospects missed on every other channel
Revenue Forecasting
4 simultaneous models (Commit, Best Case, Weighted, AI Predicted) with accuracy tracking
Manual spreadsheet forecasts updated once a quarter
Call Analysis
Every call auto-transcribed by Whisper with AI summaries, objection extraction, and competitor mentions
No call recording or analysis — conversations vanish after hangup
Social Media
Schedule, publish & track across 6 platforms with AI-generated captions and team leaderboards
No social selling — separate tools with no CRM connection
Pipeline Visibility
Visual Kanban board with customizable stages, full audit trail, and post-close fulfillment tracking
Basic list views with no stage history or audit trail
Industry Playbooks
Pre-built configurable playbooks for SaaS, Insurance, Real Estate, Staffing, FinServ & more
One-size-fits-all — no industry-specific workflows
Setup Time
Minutes — import leads and start calling
Weeks of configuration across multiple tools

Frequently Asked Questions

How many AI engines does Clozo have?

Clozo has 9 AI engines: AI Closing Engine, Deal Scoring, Call Analysis, Win Probability, Revenue Forecasting, Smart Alerts, Follow-Up Agent, Content Engine, and AI Coaching. All work together to help your team close more deals.

Does Clozo have call recording?

Yes. Every plan includes unlimited AI call transcription and summarization. Calls are recorded through the built-in power dialer, transcribed automatically, and AI extracts action items from every conversation.

What social media platforms does Clozo support?

Clozo supports social selling on 6 platforms: LinkedIn, X (Twitter), Facebook, Instagram, YouTube, and TikTok. Schedule posts, track engagement, and manage your social presence from the same dashboard where you manage deals.

Does Clozo have email marketing?

Yes. Every plan includes email marketing with campaigns, templates, and analytics. You can also set up automated email sequences (3 on Launcher, 20 on Scaler, unlimited on Conqueror and Closer).

Clozo

Ready to Close More Deals?

Start your free 30-day trial today. Credit card required. See why teams close 20% more deals in 90 days with Clozo.