Your best rep closes. Everyone else wings it and loses deals you already paid to generate. Clozo turns your winning playbook into an AI closing engine — CRM, cloud phone, a pre-call AI Co-Pilot, and automated email cadences in one platform — so every rep opens every call with your top performer's script.
Four steps to transform how your team closes deals. No guesswork, no winging it — just a repeatable, AI-enhanced system.
Define your funnel stages from first touch to closed-won. Write custom scripts for each stage, set qualifying variables, and build the framework your team follows. Every deal moves through your process — no exceptions.
Categorize objections by blame type — circumstances, other people, or self — and write the rebuttal your best closer would give, with a trigger phrase and a severity for each. Clozo surfaces it on screen the moment that objection is likely.
Before every call — placed and answered right inside Clozo's built-in phone system, no separate dialer required — Clozo reads your playbook configuration and cross-references it with the lead's data, history, and pipeline stage. The AI writes a personalized script and the rebuttals for the objections that prospect is most likely to raise, and puts them on screen before the phone rings. Every call is then recorded, transcribed, and AI-summarized automatically by built-in conversation intelligence, so nothing is lost to memory — and the next script is regenerated from what was actually said.
Track what works across your entire team with one AI that sees all your data — calls, emails, deals, pipeline, and your email and social campaigns. Win-loss talk tracks compare the language on your won deals against your lost ones, the AI drafts your follow-ups for you to approve, and every script is regenerated from real outcomes. Your whole sales and marketing engine gets smarter every single week.
Step 4 — Learn & Improve: the funnel, and where it leaks
A single dashboard to manage your funnel, objections, and AI configuration. Drag, drop, and customize your entire sales process.
Inbound or outbound lead captured. Auto-assign to the right rep with per-team pipeline overrides.
Qualify the lead. Identify pain points, budget, and decision-makers.
Product walkthrough tailored to the prospect's specific use case.
Custom pricing and terms delivered. Follow-up cadence activated.
Handle objections, adjust terms, and align with stakeholders.
Deal signed. Trigger onboarding sequence and celebrate.
The Sales Playbook, Configured Once
See what changes when your team stops winging it and starts closing with a system.
Four inputs, one output: a personalized closing script pre-generated for every conversation — already on screen before you dial.
Your funnel stages, scripts, objection cards, company persona and selling framework feed into the AI as structured context.
Every interaction, email, call recording, deal stage, and behavioral signal is pulled straight from your live workspace.
Clozo's AI processes your playbook and the live lead context through your company persona and selling framework to generate the optimal approach.
A tailored script waits in the dialer side panel before you dial — complete with talking points, objection responses, and next-step suggestions.
The Script, Waiting in the Dialer
Here's what we won't do: delete your data, lock your exports behind a paywall, charge you credits to download your own contacts, or give you 30 days to grab your files before they vanish.
Here's what we will do: keep your data available for you. Cancel today. Resubscribe in 3 years. Your pipeline, your recordings, your AI insights, your deal history — exactly where you left it. An expired subscription drops you to the permanent free plan instead of locking you out, and nothing is deleted (and if you ever want it erased for good, just ask).
About 10 minutes to your first call, under an hour for the whole team. No charge for your 30-day free trial — cancel anytime.
