Clozio Demo

Emploai

Feb 23, 202612 views

This demo showcases Close.io, an affordable and user-friendly alternative to Clay.com. Learn how to upload and automate tables, enrich leads, integrate with various platforms, and utilize AI for data extraction and personalization. Close.io offers unlimited features like LinkedIn company enrichment and web scraping, with flexible integration options for a streamlined workflow.

Chapters

00:00

Introduction to Close.io

00:21

Table Features

Uploading and creating automated tables

01:21

Data Enrichment

Email and LinkedIn enrichment, custom APIs

02:36

Platform Integrations

Integrations with CRMs and other platforms

03:13

Advanced Features

Waterfall enrichment and web agent for data extraction

04:29

Data Transformation & AI

Transform data and use AI for formulas and personalization

05:37

AI Templates

Saving and using AI personalization templates

05:57

User Feedback & Support

Feedback and support options

Transcript

00:00

Welcome to this Close.io demo.

00:02

In this video, I'm gonna be walking you through the entire platform, how it works, and what you can actually use it for.

00:07

So as you probably know, we are trying to compete with clay.com and we're trying to build a solution where you can essentially use Close.io for most of the same things that you can use Clay for, but we want to make it a lot more affordable and a lot easier to use.

00:21

So let's just jump right into a table feature.

00:24

If you want to upload a file, then all you have to do is press new, then upload your CSV file., and it's automatically going to build a table for you.

00:32

But on the other hand, if you want to build an automated table, you can then build a new table here.

00:36

Let's just say this is a test table, then press create, and then it will create the table for you.

00:41

You'll get the webhook URL here, and then you can actually set up a webhook receiver.

00:46

So wherever you have something you want to send to a Close.io table, let's say that for example, you have a form.

00:53

Whenever somebody fills out a form, it sends a direct webhook response to Close.io, and then it adds the person to this table.

01:01

So then you will be able to then enrich the people automatically and then send them on to your CRM, for example.

01:07

So you can actually automate in your entire lead enrichment cycle with Close.io, which— this is something that Clay charges a minimum of $347 for.

01:17

So this you actually get on every single plan.

01:19

You can do it as much as you want.

01:21

Now let's go into a standard table.

01:23

So as you can see here, this is a list of test prospects that I've uploaded.

01:28

So as you can see, I've already been running email enrichment, and we actually have our own email enrichment feature which has one of the cheapest credits on the market.

01:37

And as you can see here, it actually found 17 out of 20 emails, which means we have a very high find rate.

01:45

But not only do we have email enrichment you can add any type of enrichment.

01:49

So let's say you want to use our email finder, then you can do that.

01:53

We also have unlimited LinkedIn company enrichment.

01:56

So whatever you want to find about a company, you can enrich anything from the LinkedIn simply by inserting the LinkedIn column up here for the company LinkedIn.

02:06

And then you can get all of this data for free, and you have that unlimited as much as you want.

02:11

So there's no limits to how much you can use that.

02:14

You can even do custom HTTP APIs.

02:18

So within these APIs, you can essentially integrate anything into your workflows in Close.io.

02:24

You can send an API call to any data provider, any platform, and then retrieve whatever you would like to retrieve, or just send leads into any platform or any database or whatever it may be.

02:36

But if you're not so tech savvy, we also built a lot of integrations that you can essentially just integrate very easily by only inserting your API key.

02:46

So for example, we have HubSpot, we have a lot more of the CRMs.

02:51

So we have Close, Pipedrive, Salesforce.

02:53

We have Airtable, Google Sheets, Notion.

02:56

We have Apollo, BetterContact, ContactOut, Dropcontact, FindyEmail, Full Enrich, Hunter.

03:02

We have almost any integration that you could possibly need.

03:06

And if you have any other integrations that you would like us to add, you can always request that and we'll be happy to look into adding more.

03:13

Then you have the possibility to do waterfall enrichment.

03:16

So let's say that you want to find emails from, all of these prospects, but you want to do it with a waterfall enrichment instead of only being able to, run one enrichment at, at once.

03:29

So let's say you wanted to test with find email first.

03:33

Then if it doesn't find the email on FindyEmail, then you wanted to test for, let's say Fullenrich, and then you can actually keep it going so that, it tests a lot of different providers to make sure that you find every single email from your list.

03:48

Now let's go back for a second and look at our web agent.

03:51

This is also unlimited.

03:53

This is similar to what Klai has, which is called their KlaiGen.

03:56

So this web agent will essentially extract any data from website that you would like it to.

04:02

So all you have to do is insert your OpenAI API key.

04:05

So we do not charge you anything for AI enrichment.

04:08

You can use that as much as you want, but it comes from your own API key.

04:11

And then you just build an extraction prompt here, which is just explaining what you would like the AI to extract from webpage.

04:18

And then you can press add agent column and it's going to run for every single, every single, lead inside of the list.

04:25

And actually find whatever you wanted to find from their website.

04:29

Then you have the transform feature.

04:31

So let's say you have a column of a website and you wanted to extract the domain, then all you have to do is press Apply Transform and it actually extracts the whole domain.

04:40

And you have a lot more transform features.

04:42

So let's say you want, remove the whitespace, you want to format a phone number, you want to strip the company name, make sure it's clean, then you can also do that.

04:52

So there's a lot of different features that you can use in terms of the transform as well.

04:55

And then we have the formula feature.

04:58

So you can essentially use AI to generate a formula just like you can in Clay.

05:02

So if you want to extract domain from an email, combine first and last name, makes text— make text uppercase, get text before add, or get text after add.

05:11

So there's a lot of different features that you can use.

05:14

And then also if you want to use AI, so for example, have AI do custom lines, then also We have 87 proven templates that we've been using in our own agency to build personalization for our lead lists.

05:26

So you can essentially just run those and that's a very plug and play and easy solution.

05:31

Or you could use your own prompts to then essentially build out your own AI personalization.

05:37

But let's say that you then have your own AI personalization and you want to bring it here, then we have the ability for you to actually save templates.

05:44

So as you can see, we have the system templates, which is the ones that we've preloaded.

05:48

There's 86 templates that we've used in our own agency, and then you can only use your own personal templates and actually add them here.

05:57

So there's a lot of different features inside of Close.io, and as we're developing, we're happy to take feedback from any user that actually comes on the platform.

06:05

And anything that you have— you would like to add to the platform, we're very open to hearing it, and we are very open to implementing it.

06:12

So I hope that you will get the most out of the platform, and if you have any questions, you can reach out to me on either LinkedIn or you can reach out to me on my email.

06:20

Wherever it may be, I'm happy to help you, and I'm happy to walk you through the entire platform on a personal demo.

06:25

That was everything for this demo video.

06:27

If you have any questions, anything, feel free to ask.

06:29

But then I hope you get the most out of the platform, and I hope that this helps you save a lot of money from— instead of using ClickFunnels.

Clozio Demo — Tella