Type a question. Clozo writes the query, runs it read-only against your live workspace, and hands you the answer.
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 the whole picture. Ask anything in plain English and get the answer, a chart, and the next move — on every plan, including the free one.
No charge for 30 days · cancel anytime · works across every plan
Type a question. Clozo writes the query, runs it read-only against your live workspace, and hands you the answer.
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.
Has your calls. Knows nothing about the deal, the emails, or the pipeline stage.
Has your emails. Can't see the call sentiment or the deal's win probability.
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.
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.
You don't write a query. You don't pick a chart type. You just ask — and Clozo does the rest in seconds.
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:
"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.
The AI understands your workspace — the tables, the relationships, the stages — and writes the exact query needed. It reaches across your pipeline, deals, tasks and campaigns at once, because they all live in one platform.
The query executes read-only against your own workspace in real time. Your data is never modified, never written to, and never shared with another customer — and if you'd rather your data never touch a shared model at all, connect your own AI key and inference runs entirely on your account.
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.
This isn't a chatbot bolted on the side. The same AI that answers your questions re-scores the deal the moment a call is transcribed, drafts the reply in your inbox, and briefs you every morning.
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.
A live deals-at-risk board surfaces going dark, no next meeting booked, single-threaded and stalled in stage — computed continuously from your real pipeline, so nothing high-value slips through. (Launcher and up.)
Every recorded call is automatically transcribed and re-scores the deal — probability, risk, momentum, champion strength and competitive position, with the reasoning shown. The number moves the moment the conversation does. (Launcher and up.)
Commit, best-case and weighted-pipeline forecasts computed in SQL from your real stage probabilities and deal values — by rep, by team, by stage — with accuracy tracked period over period. Auditable, and identical every time you load it. (Scaler and up.)
Before your rep dials, the AI Co-Pilot is already on screen — a script written for that exact prospect at that exact pipeline stage, the objections they're most likely to raise, and your best rebuttal for each. It regenerates itself after every recorded call.
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. The AI proposes; you approve.
Same AI, same data, different job — depending on where you sit.
Stop pinging RevOps and waiting two days for a dashboard. Ask "which deals are at risk this quarter?" or "how is each rep's pipeline tracking?" and get the answer live — in the meeting, not after it. Ask for a dashboard and you get a real, persisted one you can keep.
"Who should I call first today?" Smart Queue ranks your entire pipeline — expected value, buying signals, momentum, staleness and follow-up overdue — and every position comes with the reason it's there. Transparent scoring, and it costs no AI credits. (Scaler and up.)
The deals-at-risk board catches the six-figure deal that's gone quiet, the champion who stopped replying, the negotiation that's dragging — and a morning brief lands in your notification tray at 8am your time with what moved, what's overdue and what's gone silent. You see it while there's still time to save it.
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.
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.
Here's what actually changes on a Tuesday afternoon when your VP asks a hard question.
Suggested questions to get you started, a plain-English input, and answers grounded in your live workspace. Unified AI is built into every plan — including the permanent free one — not a separate add-on invoice.
Ask in Plain English, Answered From Live Data
Give one AI your whole picture — pipeline, deals, campaigns, and every call and message — and let it answer, score, forecast, coach, and draft. Everything a point tool wishes it could do, in one platform, free on every plan.
No charge for 30 days · no credit card required · cancel anytime
Calls & transcripts
Engagement timeline
Social & campaigns
