Clozo Scaler
Some are Born Closers.Rest have Clozo.
Scaler — $199/mo per user

Your Reps Run Demos on Zoom.
Nobody Remembers What Was Said.

That changes today. Scaler records, transcribes and AI-summarizes every call, and captures your demos on Meet, Zoom and WebEx into the same library — so nothing said on the phone is ever lost again. It gives your whole team — 5, 25 or 100 reps — one platform for the whole job: a CRM core and visual pipeline, a cloud phone with power dialer, conversation intelligence, email and social media marketing, automated email cadences, deal scoring on every recorded call, and revenue forecasting you can defend in a board meeting. One AI reads all of it and tells your reps which deals are moving and what to say next — the kind of edge point tools can't give you, because each only sees one slice. At $6.63 a day per user, Scaler pays for itself the first time it saves a deal.

Start Free Trial → See the Full Value Stack
3
Forecast Views Side by Side
0–100
Deal Score on Every Recorded Call
∞
Seats, Priced Per User
$6.63
Per Day Per User
The Problem
Coins icon - Scaler growth plan

Your Team Runs 50 Demos a Week. And Most of What Was Said Is Gone by Friday.

These six problems are bleeding revenue from every growing sales team. If even three of these sound familiar, the fix is not more effort — it is a system that captures every conversation.

Demo Amnesia Kills Deals

Your rep just crushed a 45-minute demo on Zoom. The prospect said "send the proposal." Two hours later, nobody can remember the 3 objections raised, the competitor they mentioned, or the budget they hinted at. The follow-up email is generic. The deal dies.

Video Lives in One Tab, CRM in Another

Your team runs demos on Zoom, then manually logs notes into the CRM. Half the intel never gets entered. The other half is wrong. You are paying for a CRM and a video tool that do not talk to each other.

No Deal Scores. No Forecast. Pure Guesswork.

Which of your 200 open deals will actually close this quarter? Without deal scoring and revenue forecasting, your pipeline is a wish list. Your board deck is fiction. Your reps chase dead deals while hot ones go cold.

Hundreds of Prospects. Zero System to Work Them.

Your team needs fresh pipeline but the contacts are scattered across spreadsheets, inboxes, and sticky notes. No sequences. No automation. No follow-up cadence. Deals rot while your reps manually copy-paste emails one at a time.

Your Best Closer Quit. Their Knowledge Left Too.

No captured demos. No transcribed discovery calls. No playbook. Their entire process — every objection response, every pricing conversation, every closing move — walked out the door. Every new hire starts from scratch because nothing was captured.

Competitors Record Every Call. You Take Handwritten Notes.

The team across town transcribes every conversation, scores every deal the moment the call ends, and forecasts revenue from real pipeline data. Your team scribbles on notepads and updates the CRM three days later. They are not better salespeople. They just have better tools.

The Offer

Here Is Everything You Get Inside Scaler ($199/mo)

Everything in Launcher — PLUS the four things that change how a team forecasts and coaches: meeting capture on your own Meet, Zoom or WebEx account, weighted-pipeline revenue forecasting computed in SQL, scored AI roleplay coaching, and Smart Queue. Add SAML single sign-on, a readable audit log, full data export and a read-only REST API across 27 resources. Here is the full value stack.

app.clozo.ai/forecasting

Next Quarter, Forecast From the Live Pipeline

Category 1

Deal Intelligence — Every Recorded Call Re-Scores the Deal

$1,500/yr value
An AI deal scorer that reads every conversation on the deal, not just the fields — worth $1,500/yr
One agent reads the full communication history, funnel velocity, objection patterns and pricing on every deal, then returns a close probability, a risk level, momentum, champion strength and competitive position — every score traceable to what was actually said on the call. It refreshes the moment a call finishes transcribing, so prioritization comes from real data, not gut feelings.
Deal risk signals that surface the deals about to go quiet
Going dark, no next meeting booked, single-threaded, stalled in stage — deterministic risk signals computed in SQL across your whole pipeline, so reps see what needs attention before it turns into a loss. Per-team and per-user pipeline overrides give each team or rep their own stages, playbook and scripts, cascading from the company default.
Win-loss talk tracks — the language that actually correlates with closing
Clozo compares the language on your won deals against your lost ones and shows which questions, framings and objection responses correlate with closing. A live deals-at-risk board sits next to it, so managers can intervene at the right moment instead of finding out at the forecast call.
Category 2

Hotline — Your Own Business Number, 500 Outbound Actions/Mo

$3,000/yr value
500 included outbound calls or texts per month + your own business number, free
Your company’s own business phone number is live in about a minute, free with your plan — extra numbers for more reps or markets are $4.99/mo each. 500 outbound actions are included per month for your whole workspace: one call of any length, one text or one WhatsApp message each count as one. Metered call time also draws on a 500-minute-per-seat monthly allowance. International, and anything beyond either allowance, draws from a transparent prepaid wallet (pay-as-you-go, daily spend cap, no surprise bills). Top up once or turn on auto-refill so nobody runs out mid-call.
Smart inbound routing (IVR) with screen-pop & team routing
Greet callers, run press-1 menus and business hours, then auto-route every inbound call to the right rep — whoever last spoke to that lead → the lead owner → round-robin. A screen-pop shows who’s calling before anyone answers. A full inbound phone system for your whole team, built in.
Business texting from your number — SMS and WhatsApp from the same 500 outbound actions
SMS and WhatsApp straight from each rep’s business number, one-to-one. Texts draw from the same 500 included outbound actions each month, so there is no separate texting plan to buy; anything beyond that is simple prepaid pay-as-you-go. 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.
Bring your own number — even your mobile
Already have numbers your buyers know? Verify them in a click as caller IDs — per rep, per team or company-wide, all managed in one place. Everyone keeps their SIM.
Power dialer with Smart Queue prioritization
Smart Queue ranks your entire pipeline — not a sample — on expected value, engagement, momentum, staleness and overdue follow-ups, then builds each rep’s dial list, up to 200 prospects a day in true priority order. Transparent scoring, no black box, and it costs no AI credits.
One-click dial with automatic call recording for every rep
Click a contact, start talking. Every phone call across your entire team is recorded, logged, and tied to the deal record for review and coaching.
AI call transcription, action points & email summarizer on 10,000 shared credits/mo (inherited from Launcher)
Every phone call is recorded, PCI/SSN-redacted, transcribed and analyzed the moment it ends. Key objections, action items, and next steps are extracted — managers see everything without listening to hours of recordings. It draws from the same 10,000 monthly AI credits as every other AI action, or stops being metered entirely when you connect your own OpenAI or OpenRouter key.
Post-call notes, outcome tracking, and keyboard shortcuts
Log outcomes, tag dispositions, and advance to the next prospect — all from the keyboard. Zero mouse dependency. Your reps stay in flow state.
Category 3 — SCALER EXCLUSIVE — THE GAME CHANGER

Meeting Capture, Unlimited Captures & AI Transcription — Filed Straight to the Deal

$4,800/yr value
Meeting capture for Google Meet, Zoom & WebEx (NEW — Scaler exclusive)
This is what separates Scaler from Launcher. Generate a meeting link on your own Meet, Zoom or WebEx account straight from the deal card, then capture the session from Clozo — recording, transcript and summary land on the deal record. No bot joins your call. No separate transcription subscription. Your deal card and your script sit next to the meeting the whole time.
Unlimited meeting capture from every deal record (NEW)
One click from any deal card to a meeting link on your own provider, with the recording, transcript and summary filed back to the deal automatically. No per-meeting fees. No caps. Your team captures as many demos as they want. Clozo’s own calendar and public booking pages handle the scheduling, with atomic slot claiming so two people can never take the same slot.
Conversation intelligence — transcription & AI insight extraction (NEW)
This alone is worth the upgrade. Every phone call is recorded, transcribed, AI-summarized and searchable, with objections, buying signals, budget mentions, competitor references and action items extracted straight onto the deal record the moment it ends. Meeting capture brings your demo highlights into the same library. And because calls are recorded on separate channels, talk-to-listen ratio, longest monologue and questions per minute are measured from the actual audio rather than guessed by a model. It does what Gong does for calls — record, transcribe, AI summaries, deal intelligence — plus a prospect-specific script and their likely objections on screen before you dial, plus it lives in the same platform as your CRM and dialer. Managers review any conversation in 90 seconds instead of rewatching the recording.
Category 4

Unified Engagement Hub — Every Conversation on One Timeline

$3,600/yr value
✉ Email (send + threads)
💬 Built-in SMS
📲 WhatsApp
📷 Instagram comments
👥 Facebook comments
💼 LinkedIn publishing
🐦 X publishing
✈ Website live chat
🎬 TikTok publishing
▶ YouTube publishing
📞 Phone calls (power dialer)
🎥 Meeting capture
Unified Engagement — every message from every channel in one thread per contact
Every channel your reps actually work — phone calls, meeting captures, live chat, SMS, WhatsApp, social comments and the emails you send — consolidated into one scrollable timeline per contact, automatically. No copy-paste, no manual logging. Smart Connections recognizes the same person across channels and surfaces the match for a one-click merge — nothing is ever combined behind your back. Your team never loses context, and no prospect ever gets asked the same question twice.
Category 5

Workspace-Wide AI — 10,000 Credits/Mo to Power Your Entire Team

$6,000/yr value
10,000 AI credits/month — 4x what Launcher includes
10,000 credits a month for your whole workspace, shared across your entire team — enough for thousands of AI queries, script generations, call analyses and transcriptions. When an allowance runs out, Clozo stops the action and tells you; it never bills you a surprise overage. Top up with a flat-priced credit pack, or connect your own OpenAI or OpenRouter key on any plan and AI stops being metered entirely.
Unified AI: one AI across all your data — calls, emails, deals, pipeline & social
"Show me all deals over $50K that haven't had activity in 10 days." Ask anything in plain English and get answers, charts and drafts back across every rep's pipeline — no SQL, no filters. It is connected to your leads, pipeline, tasks, invoices, campaigns, sequences and social, with conversation content routed through a separate, permission-filtered search so nobody reads what they shouldn't. And it never sends anything on its own: every outward action arrives as an approval card that needs a human "Approve & run" click, executed under the approver's own permissions. The full assistant is free on every plan, including our permanent free one.
AI Call Analysis: sentiment, objections, and action items from every recorded call
The moment a call finishes transcribing, see what the prospect pushed back on, which competitors were named, the topics and intent, a suggested stage, and clear next steps waiting on the deal. Meeting captures land in the same library, so nothing slips through.
AI Script Generation, Meeting Briefer, Task Suggestions & Social Captions
Stage-specific scripts on screen before you dial, with the objections this prospect is most likely to raise and your rebuttal already written. Pre-meeting briefing docs before every demo. Draft with AI turns the whole conversation history into a channel-aware follow-up for you to review and send. Social captions written for your team. All of it available on every plan, including Free.
Measured call metrics on every recorded conversation — not inferred
Real talk/listen ratio, longest monologue and questions per minute, computed from dual-channel segment timings rather than guessed by a model. Pair them with win-loss talk tracks and you can coach a whole team on evidence instead of opinion — without hiring more managers.
AI Coaching Simulation: 1 scored roleplay session per workspace each month
Practice cold calls, discovery, and objection handling against an adversarial buyer persona built server-side from that prospect's real call and email history — not a generic archetype — and get scored across skill dimensions, without burning a real prospect. Need more reps practicing? Conqueror includes 10 sessions a month and Closer is unlimited, with MEDDIC, SPIN or BANT scoring on every session.
Category 6 — NEW IN SCALER

Revenue Forecasting & Team Analytics — Stop Guessing, Start Knowing

$4,800/yr value
Deal scoring — every recorded call re-scores the deal (inherited from Launcher)
Every recorded call is transcribed and analyzed, then re-scores the deal it belongs to — probability, risk, momentum, champion strength and competitive position, with the reasoning shown. Your reps know which deals are hot, which are dying, and which need one more touch to close. No more gut-feel prioritization.
Revenue forecasting with commit, best-case and weighted views (NEW)
Commit, best-case and weighted-pipeline forecasts computed in SQL from your real stage probabilities and deal values, broken out by stage and by rep, FX-normalized across every currency you sell in, with accuracy tracked period over period. Deterministic means it is identical every time you load it, with no hallucination risk. Walk into every board meeting with a forecast you can actually defend — and show the arithmetic behind it.
Executive dashboard with live team performance metrics
See conversion rates, revenue trends, pipeline health and stage velocity for the whole team on one screen — every headline figure computed as a true SQL aggregate across your entire workspace, FX-normalized across currencies. Never ask "how's your pipeline?" again.
Per-rep pipeline, conversion and call-volume breakdowns
Know who is crushing it and who needs coaching — per-rep pipeline, conversion and call-volume breakdowns straight from your live data, with role-scoped visibility so managers see the whole team and reps see their own.
Win/loss analysis with AI-generated insights
Understand why you win and why you lose. Clozo compares the language on your won deals against your lost ones — which questions, framings and objection responses actually correlate with closing — so your team can replicate what works and eliminate what does not.
Category 7

Full CRM & Pipeline — Total Team Visibility

$2,400/yr value
Role-based access and team-wide visibility for your entire organization
Managers see every deal and every call across the entire team. Reps see their own pipeline. SAML single sign-on lets your team sign in through your existing identity provider, and per-relationship communication grants — enforced inside the database itself — keep a rep's conversations private until access is explicitly granted.
Visual Kanban pipeline with deal scores and revenue forecasting built in
See every deal at a glance. Drag cards between stages. Each card shows its deal score, last interaction, and next step. Weighted pipeline value recomputes as deals move, FX-normalized in SQL before it is summed.
Competitor tracking and battlecard integration
Every competitor named on a call is tagged automatically the moment it ends. AI builds competitor battlecards — strengths, weaknesses, talking points, and objection rebuttals — from your own win/loss history, ready in your call copilot so reps are never caught off-guard.
Unified timeline, semantic conversation search, and custom pipeline configuration
Every interaction — calls, meeting captures, messages and the emails you send — on one timeline per contact, with full-text transcript search and semantic conversation search across your history. Add, rename and reorder as many stages as your motion needs, per team, per product line, per rep.
Category 8

20 Active Engagement Sequences — Your Follow-Up Runs on Autopilot

$2,400/yr value
20 active automated cadences — email sends automatically, calls and texts land as timed rep tasks
Build multi-step cadences for every scenario: cold outreach, post-demo follow-up, nurture, re-engagement, and more. Emails send themselves on schedule with merge-tag personalization and behavior branching on opens, clicks and replies; call, SMS and social steps drop onto the right rep's task list at exactly the right moment, and anyone who replies exits the cadence automatically. No deal ever dies in silence again.
Task management with sprint planning and team assignment
Organize your team's day, week, and month. Assign tasks to individual reps, track completion, and run team-wide sales sprints toward monthly targets.
Daily brief, notifications, and built-in calendar & booking pages
A morning brief lands in your notification tray at 8am your time — what moved, what's overdue, what's gone quiet. Clozo's built-in calendar and public booking pages let prospects self-schedule into real availability, with atomic slot claiming so two people can never take the same slot.
Category 9

Email & Social Media Marketing — Clozo Is Sales AND Marketing

$1,200/yr value
Email marketing AND social media marketing in the same platform
Run email campaigns, templates and automated cadences with 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. Then schedule, publish and engage across LinkedIn, X, Facebook, Instagram, YouTube & TikTok with your own developer app for each. Your team markets in both places from one login — no separate email or social subscription.
Post scheduling, publishing, and team-wide content calendar
Schedule a week of posts for your entire team in one sitting. Consistent brand presence without daily manual effort from every rep.
Social attribution dashboard — tracked links that tie clicks and closed revenue back to the post
See which content actually drives pipeline. Every post carries a tracked short link, clicks land on the contact record, and Clozo reports the closed-won revenue each post produced — across all six platforms, for every rep on your team.
Social publishing leaderboard — gamify consistency across your team
A posting-streak leaderboard that ranks reps on consistency and rewards the ones who show up every week. Healthy competition drives consistent prospecting activity across the entire team.
Category 10 — NEW IN SCALER

Read-Only API, SSO/SAML Enterprise Auth & Data Export

$1,200/yr value
Read-only API access for data extraction and reporting (NEW)
Pull leads, pipeline, deals, invoices, call logs, messages and activity history across 27 resources into your existing tools. Build custom reports and dashboards that include Clozo data. Full read/write API arrives at Conqueror.
SSO/SAML enterprise authentication (NEW — Okta, Azure AD, Google Workspace, OneLogin)
Connect your existing identity provider with metadata import and attribute mapping, so your team signs in the way IT already expects. Pair it with granular role-based access control, multi-factor authentication and a full audit log. Everything is encrypted at rest and in transit, with multi-tenant row-level isolation so one customer can never see another's data.
Data export in CSV & JSON formats (NEW)
Export your calls, messages, social, activities and invoices in CSV or JSON, any time, with no export fee. Leads export to CSV free on every plan, including Free. Your data is always yours. No lock-in. No hostage-taking. Full portability.
Full audit log — readable from Scaler up
Every privileged action tracked, with actor, entity, before/after values, IP and correlation ID. Audit events are recorded on every plan, including Free, and become readable here — so nothing is lost while you evaluate. Outbound signed webhooks arrive at Conqueror.
Category 11

10 GB Storage — Proposals, Contracts, Decks & Training Materials

$600/yr value
10 GB document storage for your entire team
Upload proposals, contracts, sales decks, training materials, and playbooks. Access them from any deal record. Every rep on your team has the right document at the right time.
Full data import with auto-mapping from existing CRMs
Migrating from another tool? Import contacts, companies and activity history from Salesforce, HubSpot, Pipedrive, a spreadsheet or a CSV — one-click connectors for the first three, plus CSV, XLSX, JSON and vCard. AI maps your columns and de-duplicates as it loads, up to 25,000 rows a file, so you do not lose a single record.
Included in every plan

Full Invoicing & Billing Suite

$3,600/yr value
Unlimited invoices and estimates with a secure customer portal, printable invoice views and true multi-currency support
Turn closed deals into invoices in seconds, send an estimate that converts to a multi-currency invoice in one click, and give every document a secure customer portal link. Every revenue figure is FX-normalized in SQL before it is summed. Identical on Free and the $999 plan — included in every Clozo plan, from Free up.

Plus 3 Bonuses Worth $6,100 — Included Free

These are not upsells. They are not add-ons. They are included in your $199/mo Scaler subscription at zero extra cost.

BONUS #1: Guided Team Setup

A 16-step guided setup that configures your pipeline from an industry template, migrates your existing CRM — Salesforce, HubSpot or Pipedrive — in one pass with AI column mapping and duplicate merging, connects meeting capture, and provisions every seat you buy. You do not touch a single setting.

Value: $3,600/yr (typical CRM implementation costs $150–300/hour)

BONUS #2: Sales Playbook & Objection Library

A complete sales playbook with industry-specific scripts, blame-categorized objection cards carrying your team's own rebuttal, trigger phrase and severity for each, email templates for every pipeline stage, and pre-built cadence templates. Your entire team is productive from day one — no ramp-up period.

Value: $1,000

BONUS #3: 9 Industry Sales Playbooks

Instantiable stage maps, objection libraries and qualification criteria for your vertical, loaded into your workspace in one click. Pick the industry closest to your motion, then rename and reorder stages until the pipeline matches exactly how your team sells.

Value: $1,500

Total Value If You Bought All This Separately

$37,600/yr

Your Scaler Price

$199/mo

$6.63/day per user — less than your team's morning coffee

Annual: $166/mo ($1,990/year) — 2 months free

The Math That Makes This a No-Brainer

Every recorded call re-scores the deal it belongs to, and the forecast is computed in SQL from your real stage probabilities — so prioritization and the board number both come from evidence rather than opinion. At $6.63 a day per user, Scaler pays for itself the first time it saves a deal. And that does not count the buying signals your reps would have forgotten, the pipeline cleaned up by deal risk signals, or the coaching you can finally run on measured call metrics instead of opinion.

Start Free Trial →

No credit card required. No charge for 30 days, on starter allowances across 3 seats. Cancel anytime. An expired subscription drops you to the permanent Free plan instead of locking you out — nothing is deleted.

Perfect Fit

Is Scaler Built For Your Team?

Scaler is purpose-built for growing sales teams who run demos and need every conversation captured. Here is how to know if it is the right fit.

Scaler Is For You If...

You have a growing team running demos, discovery calls and closing meetings, and you need every one of them captured
You use Google Meet, Zoom or WebEx and want your demos captured, transcribed and filed to the deal automatically
You need deal scoring and revenue forecasting to stop guessing and start knowing which deals will close
Your IT team requires SAML single sign-on and you need read-only API access, a readable audit log, plus full data export (CSV & JSON)
You want deal scoring on every recorded call, 10,000 AI credits a month for your workspace, and a business number with 500 included outbound actions — calls, texts or WhatsApp, one of each counts as one (domestic; international is prepaid pay-as-you-go)
You believe $6.63/day per user is a no-brainer for a system that pays for itself the first time it saves a deal

Scaler Is NOT For You If...

You are a solo founder or freelancer with no team — Launcher at $79/mo is your perfect fit
You never run demos — you sell exclusively over phone and email, in which case Launcher already covers you
You need far more AI credits, 10 scored roleplay sessions a month, or the full read/write API — look at Conqueror
You need unlimited sequences, outbound signed webhooks, or SCIM user provisioning — Conqueror is built for you
You just want to start at $0 — Clozo's Free plan gets you going, and Scaler is here when you're serious about capturing every conversation
Getting Started

From Signup to First Captured Demo With AI Transcription

Getting your team on Scaler takes less time than your next Zoom call. Here is exactly what happens.

60 Seconds
1

Create Your Account & Invite Your Team

Enter your email and company name — no credit card required. Your 30-day free trial starts instantly with 3 seats, so you and two teammates can run it together from minute one. Add more seats whenever you're ready.

30 Minutes
2

We Set Up Everything For You

Guided setup configures your pipeline from an industry template, migrates your existing CRM with AI column mapping, connects meeting capture on your own Meet, Zoom or WebEx account, sets up SAML single sign-on, and provisions every seat you buy.

Day 1
3

Your Team Runs Their First AI-Transcribed Demo

Your pipeline and dialer are set up in 60 seconds. Meeting capture is connected. AI transcription is running. Your first rep runs a demo and watches the summary, objections and action items get filed automatically. The AI scores the deal. Revenue forecasting starts building. Your team is selling with intelligence.

30-Day Guarantee

30-Day Risk-Free Guarantee

Try Scaler for 30 days with every feature unlocked on starter allowances — meeting capture, AI transcription, deal scoring, revenue forecasting, all of it, across 3 seats. Subscribe any time to unlock the full monthly allowances. If it is not the right fit, cancel before the trial ends and you pay nothing. Zero. No questions asked.

An expired subscription drops you to the permanent Free plan instead of locking you out — the whole workspace keeps working, and nothing is deleted. Your contacts, pipeline data, call recordings, transcripts, playbooks and analytics stay exactly where they are. Come back in a week, a year or five years and it's where you left it.

Your Team Runs Demos Every Day. Start Capturing Every Word.

Meeting capture on your own Meet, Zoom or WebEx account — filed straight to the deal. Unlimited captures. AI transcription & insight extraction on every recorded call. Deal scoring on every one of them. Commit, best-case and weighted-pipeline forecasting. Scored AI roleplay coaching. SAML single sign-on. A readable audit log. Read-only REST API across 27 resources. All for $199/mo per user. At $6.63 a day per user, it pays for itself the first time it saves a deal. The only question left: how many deals is your team losing right now because nobody remembers what the prospect said?

Start Free Trial → Compare All Plans

No commitment. Cancel anytime. $6.63/day per user. Priced per user, with no seat cap.

Frequently Asked Questions

Scaler ($199/user/month) includes everything in Launcher plus revenue forecasting, meeting capture, SAML single sign-on, a readable audit log, full data export, a read-only REST API across 27 resources, 1 scored AI roleplay session a month for your workspace, 10,000 AI credits a month, and 500 outbound actions a month for your whole workspace.
Clozo Scaler is $199/user/month, or $166/user/month billed annually — $1,990/year, which is 2 months free. There is no setup fee, and you can add or remove seats anytime.
Scaler adds the revenue-intelligence layer on top of Launcher: commit, best-case and weighted-pipeline forecasting, meeting capture, SAML single sign-on, a readable audit log, full data export, a read-only REST API, and 1 scored AI roleplay session a month for your workspace — plus higher AI credit and outbound-action allowances. Launcher is the starter; Scaler is for scaling teams.
Scaler is best for growing teams that need to forecast, coach and prove it — weighted-pipeline forecasting, AI roleplay coaching, single sign-on, a readable audit log and full data export, without jumping to enterprise pricing or add-ons.
Yes. Scaler includes revenue forecasting with commit, best-case, weighted-pipeline and blended views, broken out by stage and by rep, computed in SQL from your real stage probabilities and deal values, with period-over-period accuracy tracking — so leaders can forecast with confidence and show their working.
Yes. Scaler and above include SAML 2.0 single sign-on — Okta, Azure AD, Google Workspace, OneLogin or any SAML provider, with metadata import and attribute mapping — plus role-based access control, so IT can manage access centrally.
Scaler includes 10,000 AI credits and 500 outbound actions a month for your whole workspace — one call of any length, one text, or one WhatsApp message each count as one. Metered call time also draws on a 500-minute-per-seat monthly allowance. International, and anything beyond either allowance, is transparent prepaid pay-as-you-go.
Yes. Scaler includes full export of calls, messages, social, activities and invoices in CSV or JSON, plus a read-only REST API across 27 resources. Your leads export to CSV free on every plan, including Free — we never hold your data hostage, and an expired subscription drops you to the permanent Free plan rather than locking you out.
Yes — start free for 30 days on Scaler, no credit card required. You get every feature of the plan on starter allowances (200 AI credits, 15 outbound actions, 1 roleplay session) across 3 seats. Subscribe any time to unlock the full monthly allowances. If you don't, your workspace simply moves to the permanent Free plan when the trial ends — you're never locked out, and everything you've built is preserved.
Yes. Scaler adds meeting capture: generate a meeting link on your own Zoom, Google Meet or Webex account straight from the deal card, then capture a screen recording from inside Clozo. No bot joins your call. Short segments come back transcribed and summarized on the contact's timeline, alongside your phone calls.
30 days free — no card required, cancel anytime
Launcher $79/mo
Scaler $199/mo
Conqueror $499/mo
Closer $999/mo
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