Your prospect DMs you on LinkedIn, replies by email, calls you, WhatsApps a question, then hops on a Zoom. Today that story is scattered across six apps. Clozo pulls every interaction — calls, texts, email, social, and video meetings — into one chronological timeline per contact. Open a deal and see the whole relationship in seconds.
Before every important call, a rep opens six tabs to reconstruct one relationship: LinkedIn for the first DM, Gmail for the thread, the phone log for the last call, WhatsApp for that one question, the calendar for the demo, a notes doc for what was said. It's fifteen minutes of hunting — and half the story is still missing.
LinkedIn, email, SMS, WhatsApp, the dialer, the video tool — each holds one slice of the truth. Nobody has the whole picture, so reps stitch it together by hand every single time.
"Remind me what you're trying to solve?" — after they explained it in a LinkedIn message three weeks ago. Repeating a buyer's own words back to them quietly kills trust.
An SDR passes a deal to an AE, or a rep goes on leave, and everything in their inbox, phone, and DMs walks out the door with them. The next person starts from zero.
Because your CRM, cloud phone, email, social, and video meetings all live inside Clozo, every message a contact sends lands on the same timeline automatically — no copy-paste, no logging, no missing pieces. Here's what one real relationship looks like:
"Saw your post on outbound — we're drowning in tools. Can you show me how Clozo pulls it together?"
Sent the one-pager + booked a 20-min walkthrough for Thursday. Opened 4×, clicked the demo link.
Daniel called back early. Rang out — voicemail transcribed: "Had a couple pricing questions, ping me on WhatsApp."
"Does the price scale per seat? We'd start with 12." Answered in the same thread — no channel-switching.
38-min demo — recorded, transcribed, AI-summarized. Next step: send security overview, loop in their CFO.
Five channels. Five apps, the old way. One scroll, in Clozo.
"Dan O." on WhatsApp, "Daniel Okafor" in your email, "@dokafor" on LinkedIn — a human eventually realizes it's one buyer. Clozo's AI does it for you. Smart Connections matches contacts across channels by name, email, phone, and social handle, then suggests merging them into one person.
Clozo captures the channels buyers actually use — so nothing falls through the cracks between apps.
LinkedIn, WhatsApp, Instagram, Facebook, X, Telegram, and YouTube — the DMs and replies where modern deals actually start.
Every email thread — inbound and outbound — with open and click signals attached, all inline on the timeline.
Placed, received, and missed calls from your built-in cloud phone — recorded, transcribed, and AI-summarized the moment they end.
Zoom, Google Meet, Microsoft Teams, and Webex calls captured as recorded, searchable conversations — not just a calendar entry.
Every text message from your business number — inbound and outbound — threaded on the same contact timeline.
Stage changes, tasks, and rep notes sit in the same stream as the messages — so activity and context are never separated.
Full relationship context in one view changes how every conversation goes.
Walk into a call cold and walk out looking like you never left. One glance at the timeline and you know the last touch, the open question, and the next step — no prep scramble.
Coaches and managers see the whole relationship for any deal without pinging the rep or sitting in on a call. Review, spot the risk, drop a note — the rep keeps selling.
SDR to AE, rep to rep, or covering a vacation — the new owner inherits every message, call, and note. The customer never repeats themselves and never feels the seam.
See the whole arc — first curious DM, warming email, pricing questions, decision-maker looped in. The timeline shows you exactly how ready a buyer is, and where they're stuck.
Sales, marketing, and support all read from the same shared record. Marketing sees the campaign that started it; support sees the deal behind the ticket. No more "who owns this?"
Because Clozo's AI sees the complete timeline — not one channel — it can summarize a relationship, flag a stalling deal, and draft the perfect next follow-up. Meet Unified AI →
The difference between juggling point tools and running one platform.
Gong sees your calls. An email tool sees your email. A social tool sees your social. None of them can build one timeline for a person, because they only hold one channel. Clozo can — because CRM, cloud phone, email, social, and video meetings all live in the same platform. There's nothing to integrate and nothing to miss.
Brilliant on the call itself — blind to the LinkedIn DM, the email thread, and the WhatsApp question that surround it. See the full Clozo vs Gong breakdown.
An email platform never sees the call; a social inbox never sees the deal. Every one leaves a gap that a human has to fill by hand, forever.
You can wire connectors to a legacy CRM — then pay an admin to keep them from breaking. Clozo has it built in. Compare Clozo vs Salesforce.
It's built into Clozo — the AI platform that runs sales and marketing. One login, one bill, the whole stack together.
Every call, text, email, social message, and video meeting with a person — in chronological order, automatically, with zero manual logging.
AI recognizes the same buyer across channels and merges them on your confirm — so you work one clean record, not four fragments.
A real business number, calls and texts inside the app, and smart inbound routing — so every conversation is captured at the source.
Calls and meetings recorded, transcribed, and AI-summarized — a permanent, searchable record. Explore it →
Campaigns, templates, sequences, and social publishing across LinkedIn, X, Instagram, Facebook, TikTok, and YouTube. See marketing →
Ask questions in plain English, get deal scores, forecasts, risk alerts, and drafted follow-ups — over your complete data. Meet Unified AI →
Everything about the timeline, the channels, Smart Connections, and getting started.
Stop hunting across six apps for one relationship. Put every call, text, email, DM, and meeting on a single timeline — and pick up any deal like you never left. No charge for 30 days, cancel anytime.
