Clozo
Some are Born Closers.Rest have Clozo.
The AI platform for sales & marketing

Everything You Need to
Close More Deals

Your reps burn half the day switching between a CRM, a dialer, a phone system, Gong, Outreach and a social tool — and deals still slip. Clozo brings every one of those into a single platform: CRM & pipeline, a built-in cloud phone with power dialer & IVR, conversation intelligence, email & social marketing, and one AI that re-scores every deal the moment a call finishes transcribing, puts the right script on screen before your rep dials, and forecasts your revenue from your live pipeline.

1
Platform, one bill
6
Social networks
6
Channels, one timeline
100%
Configurable
Settings gear icon - Clozo platform features

Configurable AI Closing Engine

An AI Co-Pilot that puts stage-specific, psychology-based scripts on screen before your rep dials — no memorization needed.

Your Rep Sees Exactly What to Say — Before They Dial

Clozo doesn't just store contacts. Before the rep dials, the AI Co-Pilot has already written the exact script for that prospect and stage and put it on screen — psychology-based and industry-configurable. It regenerates itself after every recorded call.

  • On-Screen Script — The rep sees exactly what to say, on screen for the whole call and written before the phone rings. 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), each carrying your team's own rebuttal, trigger phrase and severity, already on screen before you dial.
  • Industry-Configurable — Customize scripts, stages, and psychology frameworks per company or industry. Your process, your rules.
Stage 3 — 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..."

Likely Objection

"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."

Pre-generated before the call
app.clozo.ai/sales-playbook

The Objection Library

Phone icon - Clozo power dialer

One Platform. Your Whole Stack.

Every tool your sales and marketing team needs — CRM, cloud phone, conversation intelligence, email & social marketing, forecasting — unified under one AI-powered platform instead of ten separate apps.

Power Dialer with AI Co-Pilot

As the rep dials, the screen displays the exact script for that prospect and stage — written before the phone rings. The Smart Queue (Scaler and up) loads up to 200 prospects a day in true priority order, and costs zero AI credits.

Learn more →

AI Deal Intelligence

Every recorded call is automatically transcribed and re-scores the deal — a 0-100 health score with probability, risk, momentum, champion strength and competitive position, plus deal risk signals computed continuously in SQL.

Learn more →

Unified Engagement

Calls, texts, WhatsApp, live chat, social comments and the emails you send — pulled into one chronological timeline per contact, automatically, with no copy-paste and no manual logging. Plus Smart Connections: Clozo recognizes the same person across channels and surfaces the match for a one-click merge.

See Unified Engagement →

Unified AI

One AI across all your data — calls, emails, deals, pipeline and social. Ask anything in plain English (it writes the query for you) and get instant answers, charts and drafted follow-ups. Free on every plan, including our permanent free one.

Explore Unified AI →

Revenue Forecasting

Four forecast views side by side — Commit, Best Case, Weighted Pipeline and a blended projection — computed in SQL from your real stage probabilities, FX-normalized, with accuracy tracked period over period. Scaler and up.

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AI Sales Coaching

Talk/listen ratio, longest monologue and questions per minute measured from real dual-channel segment timings — not guessed by a model — plus win-loss talk tracks showing what your winning calls say that your losing calls don't.

Learn more →

Email & Social Marketing

Run email marketing — campaigns, templates, merge tags, open and click tracking, one-click unsubscribe and automated email cadences — and social publishing across LinkedIn, X, Instagram, Facebook, YouTube & TikTok, with AI-generated captions and tracked short links. Sales and marketing in one place.

See Email & Social Marketing →

Conversation Intelligence

Every call recorded, PCI/SSN-redacted, transcribed by Whisper, AI-summarized and searchable — with objections, action items and competitor mentions extracted. Meeting capture (Scaler and up) brings your demo highlights into the same library, with full-text transcript search across your whole team.

See Conversation Intelligence →

Pipeline & Kanban

Visual drag-and-drop board with unlimited customizable stages, per-team pipeline overrides, post-close fulfillment tracking, and an audit trail recorded on every plan (readable from Scaler).

Learn more →

The Power Dialer That Briefs You First

Not just a dialer. An AI co-pilot that has already read this prospect's entire history — script, objections and next step on screen before the phone rings.

Call Recap — 03:42

Called: 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

Opener for the next call: "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. Deal re-scored automatically the moment the transcript landed.

Every Call Is a Coaching Session

The Power Dialer runs on your company's own business number — free with every paid plan, extra numbers for more reps or markets at $4.99/mo each — with enterprise-grade calling built right in and AI analysis layered on top of every conversation.

  • Call Recording & Transcription — Every call automatically recorded and transcribed by AI for review.
  • Measured Call Metrics — Talk/listen ratio, longest monologue and questions per minute, computed from real dual-channel segment timings rather than guessed by a model.
  • Pre-Call AI Brief — The script, the objections this prospect is most likely to raise, and the battlecard for the competitor on this deal, on screen before you dial.
  • Post-Call Summaries — Clear next steps and a suggested stage, waiting on the deal the moment the call ends. One click turns any of them into a task.
app.clozo.ai/hotline

Smart Queue & Pre-Call Brief

A complete business phone system, inside Clozo

Most CRMs give you a dialer and stop. Clozo gives you the whole phone company: get a real number in about a minute, call & text, route inbound calls with IVR, record everything — no second bill, no phone provider to wrangle. The inbound side is free on every plan, including Free. Explore the phone system →

📞 Your own number, free

Pick a country + area code, one click, live in about a minute — free with every paid plan. Extra numbers for more reps or markets are $4.99/mo each. Or verify a number you already own — even your mobile — as your caller ID.

🎛️ IVR + smart routing

Greetings, press-1 menus, business hours, and auto-route to the right rep — with a screen-pop before you answer. See IVR →

💬 Calls, texts & recording

Browser dialer, SMS & WhatsApp, every call recorded, transcribed & AI-summarized. 200 to 2,500 outbound actions a month for your whole workspace; international and anything beyond is simple prepaid pay-as-you-go.

app.clozo.ai/phone-system

Your Phone System, Built In

Deal Intelligence That Sees Around Corners

Clozo's AI reads the full communication history, funnel velocity, objection patterns and pricing on every deal — then surfaces the ones about to go quiet, before they do.

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 recorded call re-scores the deal on probability, risk, momentum, champion strength and competitive position, with the reasoning shown.
  • Win Probability — A 0-100 score grounded in what was actually said on the call, so you focus on the right deals.
  • Deal Risk Signals — Going dark, no next meeting booked, single-threaded, stalled in stage — computed continuously across your whole pipeline. Every competitor named on a call is tagged automatically the moment it ends.
  • Draft with AI — One click turns the whole conversation history into a channel-aware follow-up, ready for you to review and send. The AI proposes; you approve.
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
Deal Risk Signal

Deal going cold: GlobalTech hasn't replied in 12 days and its deal score just dropped from B to C. Recommend re-engaging before it stalls out.

app.clozo.ai/forecasting

Forecast From the Live Pipeline

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
One platform — CRM, cloud phone & dialer, conversation intelligence, email & social marketing, and AI, in one system
A separate CRM, conversation-intelligence tool, sequencer, phone system and social tool, stitched together with integrations
AI Insights
Unified AI — connected to your leads, pipeline, tasks, invoices, campaigns and social; ask anything in plain English. Free on every plan
No AI insights — manual reports, siloed data across tools
Call Scripts
AI Co-Pilot puts stage-specific, psychology-based scripts on screen before the rep dials — no memorization
No scripts — reps wing it or read from static PDFs
Sales Coaching
Measured call metrics — real talk/listen ratio, longest monologue and questions per minute from dual-channel timings, plus win-loss talk tracks
Quarterly reviews based on gut feeling
Deal Scoring
0-100 health score re-computed on every recorded call, with deal risk signals running continuously in SQL
No deal scoring — managers guess which deals are at risk
Channel Coverage
One timeline per contact — calls, SMS, WhatsApp, live chat, social comments and the emails you send
Email and phone only — prospects missed on every other channel
Revenue Forecasting
Four forecast views side by side (Commit, Best Case, Weighted Pipeline, blended projection) computed in SQL, with accuracy tracked period over period
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
Compose, schedule and publish to 6 platforms with AI-generated captions, posting-streak leaderboards, and tracked short links that tie posts back to closed-won revenue
No social selling — separate tools with no CRM connection
Pipeline Visibility
Visual Kanban board with unlimited customizable stages, per-team overrides, post-close fulfillment tracking, and an audit trail recorded on every plan
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
About 10 minutes to your first call, under an hour for the whole team
Weeks of configuration across multiple tools

Frequently Asked Questions

Real questions about Clozo — the platform, pricing, data, and the built-in phone system — answered honestly.

Yes — every paid plan includes your own business phone number, free. Pick a country and area code and it's live in about a minute. Extra numbers for more reps or markets are $4.99/mo each. During the 30-day trial and on the Free plan, numbers are bought from your prepaid telephony balance. Already have a number you love, even your personal mobile? Verify it as your caller ID and keep your SIM.
Your plan includes a monthly allowance of outbound actions for your whole workspace — 200 on Launcher, 500 on Scaler, 1,200 on Conqueror, and 2,500 on Closer. One call of any length, one text, or one WhatsApp message each count as one. Metered call time also draws on a per-seat minute allowance. International, and anything beyond either allowance, is transparent prepaid pay-as-you-go from your telephony wallet — top up from $10, set a daily spend cap, turn on auto-refill. Published rates for the US, Canada, UK and Australia, a conservative flat rate everywhere else. No mystery phone bill.
Yes — full smart inbound routing on every plan, including Free. Greet callers, build press-1 menus, set business hours, and auto-route each call to the right rep (whoever last spoke to that lead → the lead owner → round-robin). A screen-pop shows you exactly who's calling before you pick up, and every call is recorded, transcribed, and AI-summarized.
Yes — send SMS and WhatsApp straight from your business number, one-to-one or as campaigns, on every paid plan, drawing from the same monthly outbound-action allowance as your calls. Inbound texts arrive in your unified inbox on every plan, including Free. One honest note: to text US numbers, US carriers require a one-time A2P 10DLC brand and campaign registration. Bring your own registered Twilio or Telnyx messaging profile and connect it in Settings — calling works the moment your number is live.
No. Clozo is your phone system — a business number, browser dialer, smart IVR, SMS and WhatsApp texting, call recording with AI summaries, and worldwide calling, all on one bill. There's no separate phone vendor to wire up and no extra subscription.
Clozo's AI re-scores every deal 0–100 the moment a call finishes transcribing, puts a prospect-specific script and their likely objections on screen before your rep dials, forecasts revenue in SQL across four views, drafts follow-ups for you to approve, transcribes and summarizes every call, writes sales scripts, hooks, competitor battlecards and social captions, and answers questions across all your data in plain English. The full AI assistant is free on every plan, including our permanent free one. Because your calls, emails, deals, pipeline and social all live in one platform, the AI sees everything — so it can do what point tools like Gong and Clari can't.
Yes, on every plan including Free. Calls are recorded, PCI/SSN-redacted, transcribed automatically and AI-summarized, with objections, competitor mentions and action items extracted — metered from your monthly AI credits. Want it genuinely uncapped? Connect your own OpenAI or OpenRouter key on any plan and AI stops being metered at all.
Clozo supports social publishing on 6 platforms: LinkedIn, X, Facebook, Instagram, YouTube, and TikTok, connected through your own Meta, LinkedIn, X, TikTok or Google developer app. Compose, schedule and publish from one calendar in the same workspace where you manage deals — with tracked short links that attribute clicks and closed-won revenue back to the post that started it. Free publishes to 1 platform per post; every paid plan publishes to all 6 at once.
Yes, from Launcher up: campaigns, templates, merge-tag personalization, open and click tracking, one-click unsubscribe and suppression lists — sent through your own Gmail, Outlook, SMTP or SendGrid account, so your domain reputation stays yours. You can also run automated email cadences — 1 on Free, 5 on Launcher, 20 on Scaler, and unlimited on Conqueror and Closer.
Clozo is an AI-powered revenue platform that unifies CRM and pipeline, a built-in cloud phone with power dialer and IVR, conversation intelligence, email and social marketing, and AI deal scoring and forecasting — all in one platform on one bill. It replaces the CRM, dialer, business phone, conversation-intelligence and outreach tools you buy separately — one platform, one login, one bill.
No — Clozo is an AI-powered revenue platform, not just a CRM. It does everything a standalone CRM does (contacts, pipeline, deals) plus a built-in business phone system, call recording and transcription, a pre-call AI Co-Pilot, revenue forecasting, and email and social marketing — so you don't buy and stitch those together separately.
Clozo costs $79 per user/month on Launcher, $199 on Scaler, $499 on Conqueror, or $999 on Closer, billed monthly or annually — annual is two months free ($790, $1,990, $4,990 and $9,990 a year). There's also a permanent Free plan: $0 forever, up to 3 seats, no credit card. There's no platform fee, no per-account minimum, and no seat cap — add or remove seats anytime and your bill adjusts automatically.
No — you can start Clozo's 30-day free trial without a credit card. You are not charged for your plan during the 30 days, and when the trial ends your workspace moves to Clozo's free plan unless you subscribe — never locked out.
Clozo replaces the CRM, dialer, business phone, conversation-intelligence and outreach tools you buy separately — plus a separate social scheduler. One platform, one login, one bill instead of five subscriptions.
Yes — Apollo, Clay and any MCP server plug straight into the AI assistant with your own credentials, one-way migration from Salesforce, HubSpot and Pipedrive is built in, and a public REST API across 27 resources lets you build the rest (read access on Scaler, full read/write on Conqueror and above). Because CRM, dialer, phone system, conversation intelligence and outreach are already built in, you need far fewer integrations than a point-tool stack that has to wire everything together.
Yes — Clozo works for solo closers and small teams as well as larger organizations. Start on the permanent Free plan — $0 forever, up to 3 seats, no credit card — with unlimited leads, contacts and deals, the full AI assistant, complete invoicing and a working inbound phone system. Paid pricing is per user with no minimum seat count and no seat cap, so a one-person business can move to Launcher at $79/month and add seats only as the team grows.
Yes — Clozo is month-to-month or annual with no multi-year lock-in and no cancellation or exit fee. If you cancel or let a subscription lapse, your workspace drops to the permanent Free plan instead of locking you out, and nothing is deleted. You can take your leads with you as CSV on any plan, or export everything to CSV or JSON on Scaler and above — and pull it through the REST API, read-only on Scaler, full read/write on Conqueror.
Clozo encrypts your data at rest and in transit and enforces multi-tenant row-level isolation, so one customer can never see another's data. It also offers SSO/SAML (Scaler and up) with Okta, Azure AD, Google Workspace and OneLogin, plus multi-factor authentication, 6 built-in roles with custom roles and per-user overrides, and per-relationship communication privacy grants enforced inside the database — all on every plan, including Free. Audit events are recorded on every plan and become readable from Scaler. You own your data — lead export (CSV) on every plan, full export on Scaler and above.
Yes — lead export (CSV) is available on every plan, including Free. On Scaler and above you can export everything — calls, messages, social, activities and invoices — as CSV or JSON any time, or pull it programmatically through the public REST API: read access on Scaler, full read/write on Conqueror and above. There are no export fees and no "contact support to get your data" hurdle, and your data stays available even after you cancel.
You get everything you bought Gong for — recording, transcription, AI summaries, objection and competitor detection, win-loss talk tracks — sitting next to your pipeline, your dialer and your inbox. Two differences worth knowing: Clozo writes the script and the likely objections before the call rather than reviewing it afterwards, and because calls are recorded on separate channels your talk-to-listen ratio, longest monologue and questions per minute are measured from the actual audio, not guessed by a model.
Clozo is built for sales teams across industries and ships pre-built, configurable playbooks for SaaS, insurance, real estate, staffing, financial services, solar, fitness, food export and marketing agencies. You can customize stages, scripts and scoring frameworks to match your own process rather than a one-size-fits-all workflow.
Clozo

Ready to Close More Deals?

Start your free 30-day trial today. No charge for 30 days — cancel anytime. See why teams close more deals with Clozo.

30 days free — cancel anytime
Launcher $79/mo
Scaler $199/mo
Conqueror $499/mo
Closer $999/mo
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