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.
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Type a question. Clozo writes the query, runs it across every table, 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 calls, emails, deals, and pipeline at once, because they all live in one platform.
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.
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 is working across your pipeline around the clock.
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.
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.
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.
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.
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.
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.
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's each rep tracking to quota?" and get the answer live — in the meeting, not after it.
"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.
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.
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 — not a separate add-on invoice.

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.
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