Clozup Documentation
Everything you need to automate your outbound sales with AI — from first setup to advanced workflows.
New to Clozup?
Start with our 5-minute Quickstart Guide to create your account and launch your first campaign. Or read Core Concepts to understand how Clozup works under the hood.
What is Clozup?
Clozup is an AI-powered outbound sales automation platform designed for B2B teams that want to close more deals without hiring more SDRs. It combines intelligent lead management, multi-channel sequences, call intelligence, and real-time AI insights into a single platform.
Whether you're a solo founder doing outreach or a sales team of 50, Clozup helps you prospect smarter, engage faster, and close predictably. The built-in AI assistant acts as your co-pilot — drafting emails, analyzing conversations, scoring leads, and surfacing the deals that matter most.
Key Capabilities
- AI-First Sales Assistant — Chat with Clozup's AI to get instant answers, generate campaigns, analyze pipeline health, and automate repetitive tasks.
- Multi-Channel Sequences — Orchestrate email, SMS, LinkedIn, and voice outreach in automated sequences with A/B testing and smart delays.
- Lead Enrichment & Scoring — Import leads from CSV, enrich them with company and contact data, and let AI score them based on fit and engagement.
- Deal Pipeline Management — Drag-and-drop Kanban board with customizable stages, value tracking, and probability-based forecasting.
- Call Intelligence — Make and receive calls through Telnyx or Twilio, with automatic recording, AI transcription, and sentiment analysis.
- Automation Builder — Create trigger-action workflows that run 24/7 — from auto-assigning leads to escalating stale deals.
- Smart Inbox — Unified conversation view across email, SMS, and calls. Never miss a reply.
- Revenue Analytics — Track conversion funnels, daily metrics, team performance, and revenue projections in real time.
Explore Features
AI Assistant
Chat with AI to manage your sales pipeline
Lead Management
Import, enrich, and score your leads
Campaigns
Create multi-channel outreach campaigns
Deal Pipeline
Track deals through your sales funnel
Sequences
Automate email and SMS follow-ups
Automations
Build trigger-based automation workflows
Voice Calls
Make calls with AI transcription
Smart Inbox
Unified inbox for all conversations
AI Insights
Get AI-powered competitive intelligence
Performance
Track team quotas and leaderboards
Analytics
Revenue funnels and daily metrics
Getting Help
If you can't find what you're looking for in the docs, we're here to help:
- In-app chat — Click the chat bubble inside Clozup for instant AI-powered support.
- Email support — Reach us at [email protected] for account or billing issues.
- Feature requests — We actively build based on user feedback. Tell us what you need.
Ready to dive in? Start with the Quickstart Guide or explore any feature from the sidebar.