Core Concepts

Understand the building blocks that power Clozup's sales automation engine.

Before diving into specific features, it helps to understand how Clozup's data model fits together. Every entity — from leads to deals to sequences — is connected, and understanding these relationships will help you get the most out of the platform.

Leads

A lead is a person or contact you want to reach. Every lead belongs to your organization and can be associated with a company. Leads are the starting point for all outbound activity in Clozup.

Each lead has a status (new, contacted, qualified, converted, lost) and an optional AI score based on fit and engagement signals. Leads can be imported from CSV, created manually, or added via the API.

• Lead 360 View — A unified profile showing contact info, company data, engagement history, notes, and AI-generated insights.
• Enrichment — Clozup can automatically enrich leads with company info, social profiles, and firmographic data using AI credits.
• Scoring — Leads receive an AI-powered score (0-100) based on profile completeness, engagement activity, and ICP fit.

Learn more in Lead Management.

Campaigns

A campaign is a coordinated outbound initiative targeting a specific set of leads. Think of it as a project that bundles your outreach efforts — email sequences, messaging, and tracking — under one umbrella.

Campaigns have a status (draft, active, paused, completed), assigned leads, one or more sequences, and aggregate performance metrics (open rate, reply rate, conversion rate).

• AI-Generated Campaigns — Describe your goal in natural language and Clozup's AI will generate the complete campaign including email copy, sequence steps, and scheduling.
• Manual Campaigns — Use the step-by-step wizard to build campaigns with full control over every detail.

Learn more in Campaign Management.

Sequences

A sequence is an ordered series of touchpoints (emails, SMS, calls, tasks) that are executed automatically over time. Sequences live inside campaigns and define the actual outreach workflow.

Each step in a sequence has a delay (e.g., wait 2 days), a channel (email, SMS, LinkedIn, call), and content (subject line, body, template variables). Sequences support:

• A/B Testing — Create variant steps to test different subject lines or messaging and automatically pick the winner.
• Conditional Logic — Skip steps or branch based on lead behavior (opened, clicked, replied).
• Multi-Channel — Mix email, SMS, and manual tasks in a single sequence.
• Smart Timing — Clozup optimizes send times based on engagement data and timezone detection.

Learn more in Email Sequences.

Deals

A deal represents a potential sale or revenue opportunity. Deals are created when a lead shows buying intent — typically when they reply positively to a campaign or are manually added by a sales rep.

Deals move through stages on a Kanban board (e.g., Discovery → Proposal → Negotiation → Closed Won). Each deal has a value, probability, expected close date, and an assigned owner.

• Pipeline View — Drag-and-drop Kanban board for visual deal management.
• Weighted Forecast — Clozup calculates weighted revenue based on deal value × probability per stage.
• Activity Timeline — Every interaction (email, call, note) is logged on the deal timeline.

Learn more in Deal Pipeline.

Credits

Credits are the currency for AI-powered actions in Clozup. Every plan includes a monthly credit allocation, and different actions consume different amounts of credits depending on complexity.

Credits are consumed by:

• AI Chat messages — 1-5 credits per message depending on the model tier (Fast, Balanced, Powerful).
• Lead enrichment — 1 credit per lead enriched.
• Campaign generation — 3-10 credits per AI-generated campaign.
• Call transcription — 2 credits per call transcribed.
• AI Insights — 5 credits per insight analysis.

Learn more in Credit System.

Organizations & Teams

Every Clozup account belongs to an organization. An organization is the top-level container that holds all your data — leads, campaigns, deals, sequences, and settings.

Within an organization, team members are assigned roles:

• Owner — Full access including billing and member management.
• Admin — Can manage settings, members, and all sales data.
• Member — Can use all sales features but cannot manage billing or organization settings.
• Viewer — Read-only access to dashboards and analytics.

Learn more in Organization Management.

How Everything Connects

Here's how the core entities relate to each other in a typical workflow:

1. Import Leads → Leads are created in your organization with contact and company data.
2. Create a Campaign → Select a subset of leads and define your outreach strategy.
3. Build Sequences → Add multi-step, multi-channel sequences to the campaign.
4. Launch → Clozup automatically sends messages, waits for replies, and tracks engagement.
5. Replies arrive in Inbox → Positive replies are flagged and can be converted to deals.
6. Deals move through pipeline → Track each opportunity from discovery to close.
7. AI Insights surface wins → Clozup analyzes what's working and recommends adjustments.