One AI across all your data

One AI Across
All Your Sales Data.

Your calls are in one tool. Your emails in another. Your deals in the CRM. So your "AI" only ever sees one slice — and you're back to building reports by hand. Clozo runs your whole sales & marketing stack in one platform, so one AI sees everything. Ask anything in plain English and get the answer, a chart, and the next move.

No charge for 30 days · cancel anytime · works across every plan

clozo.ai/ask-ai
Clozo Unified AI — ask any question about your calls, emails, deals and pipeline in plain English

Type a question. Clozo writes the query, runs it across every table, and hands you the answer.

fragmented data silos

Your Data Is Trapped in Silos

Every tool holds a piece of the truth and hands you none of the picture. So the answers you need most live in the gaps between apps — and nobody's AI can reach across them.

Call tool

Has your calls. Knows nothing about the deal, the emails, or the pipeline stage.

Email tool

Has your emails. Can't see the call sentiment or the deal's win probability.

The CRM

Has your deals. Doesn't know what was said on the call or written in the thread.

So when the VP asks "which big deals are quietly stalling?" — you export three CSVs, paste them into a spreadsheet, and spend your Friday building a report that's stale by Monday. There has to be a better way. There is.

unified AI brain across all data

Because Everything Lives Here, One AI Sees It All

Clozo isn't a call tool bolted onto a CRM bolted onto an email app. It's one platform where your calls, emails, deals, pipeline, sequences, and social already live together. So the AI doesn't have to "integrate" across silos — it reads straight from one connected source of truth.

  • One AI grounded in your calls, emails, deals, pipeline, and engagement
  • Ask anything in plain English — no SQL, no report builder, no waiting on ops
  • Answers you can trust because they're pulled from your real, live data
  • Every insight comes with a chart and a suggested next action
  • The same AI scores deals, forecasts revenue, and coaches reps live
Put Your Data to Work
Clozo Unified AI
connected to every table in your workspace
Calls & transcripts
Emails & replies
Deals & stages
Pipeline & forecast
Engagement timeline
Social & campaigns
One question, one answer. No stitching, no exports, no "which tool has that again?"
natural language search

Ask in Plain English. Get the Answer, a Chart, the Next Move.

You don't write a query. You don't pick a chart type. You just ask — and Clozo does the rest in seconds.

clozo.ai/ask-ai
Show me deals over $50K stuck in negotiation for 2+ weeks

4 deals worth $612K have sat in Negotiation for 14+ days. Meridian Corp ($124K) is the oldest at 23 days with no reply to your last email. Here's the exposure by deal:

Meridian Corp · 23 days$124K
Hyperion Systems · 19 days$168K
Northwind Ltd · 16 days$205K
Aster Retail · 14 days$115K
Next move: Draft a re-engagement email to Meridian Corp →

You ask, like you'd ask a colleague

"Which reps are slipping on follow-up?" "What's my forecast if the top 5 deals close?" "Where did last month's leads come from?" Type it in plain English. No fields, no filters, no formulas.

Clozo writes the query for you

The AI understands your workspace — the tables, the relationships, the stages — and writes the exact query needed. It reaches across calls, emails, deals, and pipeline at once, because they all live in one platform.

It runs read-only on your live data

The query executes securely and read-only against your own workspace in real time. Your data is never modified, never leaves your tenant, and is never shared with anyone else.

You get the answer, a chart, and the next action

Not a raw table — a written answer, the right visualization, and a suggested next step you can act on with one click. Follow up with another question to go deeper anytime.

AI capabilities

One AI, Six Jobs — All Grounded in Your Real Data

This isn't a chatbot bolted on the side. The same AI that answers your questions is working across your pipeline around the clock.

Ask anything, instantly

Query your entire operation in plain English — leads, calls, deals, revenue, rep performance, social. The AI writes the query and returns an answer plus a chart in seconds.

Proactive risk alerts

You don't even have to ask. Clozo watches for deals going quiet, slipping stages, or losing momentum and flags them before they die — so nothing high-value slips through.

Deal scoring (0–100)

Every deal gets a live health score from engagement, velocity, and risk signals — so managers know which deals to save and reps know where to spend their hours.

Revenue forecasting

Win-probability and multi-model forecasts built from your actual pipeline behavior — not a rep's gut feel in a spreadsheet. See best case, worst case, and most likely at a glance.

Live on-call coaching

During the call — not after — the AI surfaces the right objection-handling script and next line on screen. Because the phone system is built in, coaching happens in real time.

Drafted follow-ups

Ask for a follow-up and the AI writes it — grounded in the real conversation history, the deal stage, and what was actually said on the last call. You review and send.

use cases

Real Ways Teams Use Unified AI Every Day

Same AI, same data, different job — depending on where you sit.

Managers get answers, not report requests

Stop pinging RevOps and waiting two days for a dashboard. Ask "which deals are at risk this quarter?" or "how's each rep tracking to quota?" and get the answer live — in the meeting, not after it.

Reps get the next best action

"Who should I call first today?" The AI ranks your list by deal score, momentum, and freshness — so reps spend their day on the deals most likely to move, not the loudest one in the inbox.

Nobody gets blindsided by a lost deal

Proactive alerts catch the six-figure deal that's gone silent, the champion who stopped replying, the negotiation that's dragging. You hear about it while there's still time to save it.

New reps ramp fast

The AI already knows your playbook, your stages, and your history. A new hire can ask "what usually works to close deals like this?" and get grounded answers from your own data on day one.

unified data advantage

Their AI Only Has Their Slice. Clozo's Sees Everything.

This isn't a knock on Gong, Clari, or Outreach — they're good at their one thing. But their AI can only reason over the data they hold. Ask a question that spans calls and emails and deals, and they simply can't answer it. Clozo can, because it all lives in one platform.

What you want to ask
Clozo Unified AI Recommended
Point tools (Gong / Clari / Outreach)
Scope of the AI
Sees calls, emails, deals, pipeline, engagement & social — one connected source of truth
Only sees its own slice — calls, or forecast numbers, or sequences
"Which big deals are stalling across calls AND emails?"
Answered in seconds — it reads both, plus the deal stage
Can't — it doesn't hold the other channels' data
Ask questions in plain English
Yes — writes the query for you, returns answer + chart + next action
Limited — mostly pre-built dashboards for its own metrics
Live coaching during the call
Yes — on-screen scripts in real time (the phone system is built in)
Post-call only — you learn after the deal's already lost
Deal scoring + forecasting + follow-up drafting
All from the same AI, on the same data, in one login
Different tools, different bills, stitched with integrations
Number of tools & bills
One platform, one login, one bill
A separate subscription for each slice

The Old Way vs The Clozo Way

Here's what actually changes on a Tuesday afternoon when your VP asks a hard question.

The old way

  • Export three CSVs from three tools
  • Paste, VLOOKUP, and reconcile IDs by hand
  • Your "AI" only sees one slice, so it can't help
  • The report is stale by the time it's done
  • At-risk deals die quietly — you find out at the QBR
  • New reps take months to learn what's in the data

The Clozo way

  • Type the question in plain English
  • One AI reads across every channel at once
  • Answer, chart, and next action in seconds
  • Always live — it's querying your real data
  • Proactive alerts catch at-risk deals early
  • New reps ask the AI and ramp on day one

This Is the Actual Ask-AI Screen

Suggested questions to get you started, a plain-English input, and answers grounded in your live workspace. Unified AI is built into every plan — not a separate add-on invoice.

clozo.ai/ask-ai
Clozo Unified AI ask screen with suggested questions and a natural language input field
frequently asked questions

Frequently Asked Questions

Those tools each hold one slice of your data — Gong has your calls, Clari has your forecast numbers, Outreach has your sequences. Their AI can only reason over their own slice. Clozo runs your CRM, phone system, conversation intelligence, email, sequences and social in one platform, so a single AI sees all of it and can answer cross-cutting questions no point tool can touch.
No. You ask in plain English, like you'd ask a colleague — for example, "show me deals over $50K stuck in negotiation for 2+ weeks." The AI writes the query for you, runs it against your live data, and hands back a written answer, the right chart, and a suggested next action.
Yes. Queries run read-only against your own workspace, your data is encrypted at rest and in transit, and multi-tenant row-level isolation means one customer can never see another's data. We never sell your data, and you can export everything — CSV, JSON, or the full REST API — anytime (Scaler and up).
It proactively flags at-risk deals, scores every deal 0 to 100, forecasts revenue with multiple models, tells reps the next best action, coaches them live during calls with on-screen scripts, and drafts follow-up messages grounded in the real conversation history. Same AI, same data, many jobs.
Yes — AI is built into every paid plan with monthly AI credits (1,000 on Launcher, 5,000 on Scaler, 25,000 on Conqueror, unlimited on Closer). Bring your own LLM key to remove the cap entirely. There's no separate "AI add-on" line on your invoice.
Start a 30-day free trial with full feature access. A card is required to verify (a $1 charge that's instantly refunded to deter spam); there's no charge for your plan for 30 days, and you can cancel anytime with no exit fee. Your data persists forever if you ever pause and come back.
Unified AI is one AI that works across all your data — calls, emails, deals, pipeline, and engagement. You ask questions in plain English and get instant answers, charts, and next actions, because the AI sees everything, not one slice.
You can ask things like 'which deals over $50K stalled 2+ weeks?' or 'what did we discuss with Acme last quarter?' and Unified AI writes the query, returns the answer and a chart, and suggests the next step — no reports to build.
Point tools' AI only sees their own data — Gong's sees calls, Clari's sees forecasts. Unified AI sees calls, emails, deals, and engagement together, so it can answer cross-cutting questions and act on them.
Clozo

Stop Building Reports. Start Asking.

Give one AI your whole picture — calls, emails, deals, pipeline, engagement — and let it answer, alert, score, forecast, coach, and draft. Everything a point tool wishes it could do, in one platform.

No charge for 30 days · card required to verify ($1, instantly refunded) · cancel anytime

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