Autonomous Sales Execution Layer

Turn Sales Data Into Closed Revenue.

Klozr is the AI Sales Engine that scores your best prospects, writes personalized outreach, guides follow-up, and helps your team close faster — with humans in the loop at every step.

SOC 2-aligned controls
Human-approved outbound
CRM-native sync
Bring-your-own model
app.klozr.com / workspace / acme-revops

Top-scored prospects

Live
DM
Dana Morales
VP Sales · Northwind Capital · $42M ARR
Tier A · 92
RP
Ravi Patel
Director RevOps · Helix Manufacturing
Tier A · 88
SK
Sara Keller
CRO · Bridgepoint SaaS
Tier B · 74

Sequence · "Q3 Ramp · Mid-Market"

Active
Step 1 · Intro email
Sent · opened 2x
2d ago
Step 2 · Value follow-up
Scheduled · reply detection on
in 3h
3
Step 3 · Call task
Auto-creates task for owner
+2d

Pipeline · this quarter

$8.4M
Discovery
$2.1M
Evaluation
$1.8M
Proposal
$2.6M
Commit
$1.9M

Contact intelligence

Synced
Strong fit — industry, revenue band, and historical conversion match Tier A profile.
Recent funding round + 14% headcount growth in revenue org.
Engaged with pricing page twice in last 7 days.
0
Contacts scored across pilots
0
Faster prioritization
0
Less manual research
0
AI-assisted execution
The execution gap

Your sales team does not need more data.
It needs direction.

Most revenue orgs already sit on more contacts, signals, and tools than they can use. The gap is execution — knowing who to call first, what to say, and what to do next, every day, across every rep.

!

Prospect lists are messy

Duplicates, stale titles, and missing fields make even good lists unusable.

!

Reps don't know who to call first

Without scoring, every contact looks equal — so reps default to the loudest, not the best.

!

CRM data is incomplete

Half the fields rep care about are blank, and managers can't trust the dashboard.

!

Outreach is generic

Templates feel like templates. Open rates fall and reply rates flatline.

!

Follow-up is inconsistent

Pipeline leaks at step 2. Reps forget. Sequences stall. Replies go unread.

!

AI spend is opaque

Tools fire off tokens with no visibility into cost, ownership, or business impact.

Platform

An execution layer, not another point tool.

Klozr sits between your data sources, your reps, your AI models, and your CRM — turning every step of the sales motion into prioritized, measurable revenue action.

Contact Intelligence

Unified, enriched profiles for every contact and account in your pipeline.

AI Lead Scoring

Tier A/B/C scoring with explainable rationale, tuned to your conversion patterns.

Personalized Email Generation

Drafts grounded in real signals — funding, hiring, product usage, role context.

Brand Voice Templates

Lock tone, structure, and disclaimers across reps, regions, and product lines.

Human Approval Queue

Nothing leaves the building without a human in the loop. Bulk approve, edit, reject.

Automated Sequences

Multi-step cadences with branching, throttling, and per-rep send windows.

Reply Detection

Auto-pause sequences on real replies, OOO, or unsubscribes — keep reps trusted.

Call Prep Briefs

Talking points, objections, and next-best actions generated before every meeting.

Deal & Case Tracking

Stages, values, owners, and AI-flagged risk on every open opportunity.

CRM Sync

Two-way sync with HubSpot, Salesforce, and your system of record — no migration.

Multi-Tenant Workspaces

Isolated tenants for portfolio companies, brokerages, BUs, and regions.

AI Cost Attribution

Token-level visibility per workspace, model, and campaign — no surprise bills.

Workflow

From messy data to close-ready pipeline.

Ten steps, one system. Every interaction is logged, attributed, and human-approved before it touches a customer.

01

Import

Pull contacts from CRM, CSVs, SharePoint, and operational systems.

02

Normalize

Dedupe, enrich, and standardize fields across every source.

03

Score

Tier each contact with explainable AI rationale.

04

Prioritize

Surface today's call list, top accounts, and ICP fit.

05

Generate

Draft personalized outreach grounded in real signals.

06

Approve

Humans review, edit, and approve drafts in bulk or one-by-one.

07

Sequence

Multi-step cadences with reply detection and auto-pause.

08

Engage

Call briefs, talking points, and next-best actions for every rep.

09
$

Convert

Track deals, cases, and revenue through close.

10

Analyze

Attribution, cost visibility, and tuning across the whole motion.

Live product

A revenue command center, not a dashboard.

Switch between scoring, outreach, sequences, call prep, and pipeline. Every surface is built for the people actually closing the deal.

AI Lead Scoring with explainable rationale.

Every prospect gets a Tier A / B / C score backed by signals you can audit — not a black box.

  • Industry fit, revenue band, geography, and historical conversion patterns.
  • Engagement signals from email, calls, and product usage.
  • Tunable scoring profiles per workspace, BU, or product line.
  • Auto-resurface decay and re-engage stale tier-A accounts.
DM
Dana Morales
VP Sales · Northwind Capital
92
Industry fit
Financial Services · Tier A
Revenue band
$25M – $100M ARR
Geography
North America
Past conversion
3.2× ICP baseline
Tier A · Strong fit. Industry, revenue, geography, and historical conversion patterns match top-converting cohort. Recent funding round + RevOps headcount growth suggest active buying window.

Personalized email, drafted in your brand voice.

Klozr writes the first version using real signals. Reps approve, edit, or reject — humans always control what hits the wire.

  • Tone controls: executive, consultative, warm, technical.
  • Context grounded in CRM, news, hiring, and intent signals.
  • Brand voice templates lock structure across the team.
  • One-click approve, edit, reject, or regenerate with a different angle.
To: dana.morales@northwind.com Tone: Executive
Subject: Two ideas for Q3 ramp at Northwind

Sequences that pause when a human replies.

Multi-step cadences with reply detection, throttling, and per-rep send windows — no robotic follow-ups after a real conversation starts.

  • Branching by reply type: positive, OOO, unsubscribe, no-reply.
  • Auto-pause on detected human reply across email and calls.
  • Send-window throttling per workspace, region, or domain.
  • Owner-aware task creation in CRM at every step.
"Q3 Ramp · Mid-Market Financial Services"
Step 1 · Intro email
Sent · opened 2× · clicked pricing
2d ago
Step 2 · Value follow-up
Scheduled · reply detection on
in 3h
3
Step 3 · Call task for owner
Auto-creates CRM task w/ brief
+2d
4
Step 4 · Case study email
Branches on Step 3 outcome
+5d
5
Step 5 · Breakup or recycle
Re-tier and route to nurture
+7d

Every meeting starts ready.

Klozr generates a tailored brief 30 minutes before each call: talking points, likely objections, and the next-best action.

  • Account context, recent activity, and stakeholder map.
  • Pain hypotheses tied to their stage and industry.
  • Objection responses sourced from your win library.
  • Recommended next-best action with one-click execution.
Call · 10:30 AM · Dana Morales · Northwind Capital
  • Tier A · 92 score · Discovery → Evaluation
  • Engaged with pricing 2× in the last 7 days
Talking Points
  • Q3 ramp goal: 30% lift in qualified pipeline
  • Compliance posture for client-facing outreach
  • Existing CRM (Salesforce) sync requirements
Likely Objections
  • "We already have Outreach" — pivot to scoring + brand voice
  • "Compliance review will take months" — point to RBAC + audit log
Next-Best Action
  • Send compliance one-pager + book technical follow-up with RevOps

Pipeline you can actually trust.

Cases and deals by status, value, and owner — with AI-flagged risk on every stalled opportunity.

  • Stage hygiene scoring on every open deal.
  • Auto-flag stalls, single-threaded accounts, and missing close plans.
  • Forecast deltas attributed to specific reps and motions.
  • One-click jump from a flagged deal to the next-best action.
Discovery $2.1M
Northwind Capital
$420K · Dana M.
Helix Manufacturing
$280K · Ravi P.
Evaluation $1.8M
Bridgepoint SaaS
$520K · Sara K.
Acuity Health
$310K · Marc L.
Proposal $2.6M
Crestline PE Co.
$880K · Dana M.
Vertex Logistics
$640K · Tomi A.
Commit $1.9M
Fairmount Wealth
$720K · Sara K.
Orion Steel
$510K · Ravi P.
AI Layer

AI that explains, drafts, prepares, and learns.

Klozr uses AI where it earns its keep — and gets out of the way everywhere else. Every output is grounded, attributed, and reviewable by a human.

Scoring rationale

Every Tier A/B/C score includes the signals that produced it. No black box.

Personalized outreach

Drafts grounded in funding, hiring, product usage, and stakeholder context.

Brand voice control

Templates lock tone, structure, and disclaimers per region or product line.

Call briefs & templates

Reusable briefs, talking points, and follow-up templates per industry.

Cost visibility

Token, model, and campaign-level cost attribution by workspace.

Bring-your-own model

Use Claude, OpenAI, Azure OpenAI, or your own — your keys, your control.

AI activity · this week▲ on track
0
Tokens used
$0
Spend (USD)
0
Drafts approved
Model: Claude Sonnet · BYO key Workspace: Acme RevOps
Industries

Built for any team with a list and a quota.

Klozr adapts to your industry's data shape, compliance posture, and sales motion — without custom code.

The problem

Advisors and brokers sit on thousands of cold contacts with stale titles, mismatched households, and unclear compliance status — and no consistent way to prioritize who to call.

How Klozr helps

Klozr normalizes contact data, enforces brand-and-compliance voice on every draft, scores prospects against your historical book, and routes only approved outreach.

Revenue outcome

More qualified meetings per advisor, less time on list cleanup, and a defensible audit trail for every outbound communication.

$

Financial Services

Data problem
Stale titles, household duplicates, compliance gaps.
Klozr helps
Compliance-aware voice, audit-friendly logs, advisor scoring.
Outcome
More qualified advisor meetings; defensible outreach.

SaaS

Data problem
Free-tier noise, shallow CRM, weak intent signal use.
Klozr helps
PQL scoring, intent-grounded outreach, BYO model + cost caps.
Outcome
Higher PQL → SQL conversion, faster expansion motion.

Manufacturing

Data problem
Distributor lists in spreadsheets, long buying cycles.
Klozr helps
Account-based prioritization, structured re-engagement cadences.
Outcome
Reps focused on accounts that actually move the quarter.
+

Healthcare

Data problem
Fragmented systems, strict outbound compliance.
Klozr helps
Role-based access, approval queues, brand-locked templates.
Outcome
Defensible outreach across systems and clinical sites.

Professional Services

Data problem
Partner-led pipelines, inconsistent CRM hygiene.
Klozr helps
Per-partner workspaces, brief generation, light-weight tracking.
Outcome
Partners spend their time on relationships, not data entry.

Private Equity

Data problem
Portfolio companies with mismatched stacks and motions.
Klozr helps
Multi-tenant rollout, shared scoring profiles, central reporting.
Outcome
Faster value creation across every portco's revenue org.
Integrations

Connects to the systems you already run on.

No rip-and-replace. Klozr plugs into your CRM, your data sources, and your model of choice.

HubSpot
Two-way sync
Salesforce
Two-way sync
SharePoint
Document sources
SendGrid
Verified domains
Firebase
Auth & tenant infra
Anthropic Claude
Model provider
Postgres
System of record
Redis
Queues & cache
Custom APIs
Any system, any direction
Enterprise readiness

Designed for security, compliance, and scale.

Klozr was built from day one for regulated industries, multi-entity rollouts, and audit-friendly outbound.

Role-based access

Granular permissions across reps, managers, admins, and external collaborators.

Tenant isolation

Per-tenant workspaces with isolated data, keys, and AI cost ledgers.

Verified sending domains

SPF, DKIM, and DMARC management built into every workspace.

Workspace controls

Per-tenant settings: brand voice, throttles, model choice, cost caps.

Audit-friendly logging

Every draft, approval, edit, and send is logged with actor and reason.

Human approval before send

Default-on approval queue. Nothing leaves the building without a human.

Data provenance

Trace every contact, signal, and AI output back to its source system.

Cost tracking

Token, model, and campaign-level cost visibility — set caps and alerts.

Admin & Operations

Run a sales platform, not a stack of tabs.

Operators get a single console for tenants, members, scoring profiles, data sources, AI usage, and analytics.

Tenant management

Spin up isolated workspaces for portcos, BUs, brokerages, or regions in minutes.

Member roles

Reps, managers, admins, and external collaborators with scoped permissions.

Scoring profiles

Tune scoring per workspace, product line, or motion — without code changes.

Data sources

Plug in CRM, CSVs, SharePoint, and custom APIs as governed sources.

API usage dashboard

Tokens, spend, and approval throughput per workspace and per model.

Campaign analytics

Reply rates, meetings, pipeline, and revenue attributed end-to-end.

Workspace configuration

Brand voice, throttles, send windows, and approval policies per tenant.

Export & reporting

Scheduled CSV / API exports for finance, ops, and audit reviews.

Pricing

Built for teams ready to operationalize outreach.

Transparent tiers. Bring your own model keys. No surprise AI bills.

Starter

For early sales teams ready to prioritize and personalize.

$2,400/mo
  • Up to 5 seats
  • 1 workspace
  • AI scoring + draft generation
  • HubSpot or Salesforce sync
  • Standard approval queue
  • BYO model key
Talk to sales
Most popular

Growth

For revenue orgs scaling guided selling across the team.

$7,500/mo
  • Up to 25 seats
  • 3 workspaces
  • Advanced scoring profiles
  • Sequences with reply detection
  • Call prep briefs & pipeline risk
  • SSO + audit logging
  • Cost caps & alerting
Request Demo

Enterprise

For multi-entity rollouts, PE portfolios, and regulated industries.

Custom
  • Unlimited seats & workspaces
  • Multi-tenant orchestration
  • Private model deployment options
  • Custom integrations & APIs
  • Premium SLAs & named CSM
  • SOC 2 + DPA on request
  • Quarterly executive reviews
Contact sales

Give your sales team a closer.

Turn every contact list into a ranked, personalized, revenue-generating motion — with humans in the loop and AI doing the heavy lifting.

Request Demo