Everything a UK payment consultant needs, in one app

Postcode-mapped pipeline

Every lead, deal and live merchant pinned to a UK postcode. Plan visits the smart way.

AI statement scanner

Drop in any merchant statement. Fees parsed, savings calculated, switch case ready.

Residuals you can see

Every live merchant. Every monthly payment. Spot churn before it costs you.

Follow-ups that chase you

Tasks tied to every deal. Overdue burns red. No deal slips through silence again.

Built by payment industry insiders UK-hosted & GDPR compliant Stripe-secured payments Cancel any time

If this sounds familiar…

You're leaving money on the table, and you know it.

Every consultant we talk to has the same four leaks. Each one is a deal you should have closed.

You forgot to follow up. Deal gone.Three days of silence and your lead signs with the next caller.

Your pipeline lives in a spreadsheet.Half the rows are out of date and you can't see what's actually moving.

You don't know what's in your territory.You drive past 12 potential merchants on the way to one meeting.

You're guessing your commission.No clear view of which live merchants are paying you what each month.

The operating system

Why Closerr closes the deals other tools miss.

Generic CRMs were built for SaaS sales. Closerr is built for the way payment consultants actually work. Every lead, deal and merchant tied to a postcode, with follow-ups enforced by the system itself.

Postcode pipeline

Every lead, deal and merchant lives on the map. Work your patch like a pro.

Lifecycle tracking

Lead → opportunity → live merchant. One record, full history.

Residual income

See exactly what each live merchant is paying you, every month.

Field intelligence

"What's near me" + route clustering. Make every drive count.

Follow-ups enforced

No deal sits silent. Tasks chase you, not the other way round.

How Closerr works

One connected workflow from first knock to first payout.

Six steps, one record. A street lead becomes an activated merchant with no duplicate entry between lead, deal and merchant — and commission that follows automatically.

Capture

Add a merchant lead in seconds — scan a business card, drop a postcode, pull a Google Business Profile or type it in. Pinned to the map, assigned to a rep.

Qualify

Log calls, visits and notes on one record. Upload the current statement and let the scanner read the fees, so you know the deal before you quote.

Propose

Build the savings case and proposal straight from the parsed statement. Send it, track it, and keep every version against the merchant.

Onboard

Convert to a merchant and run onboarding — application, hardware order and delivery, setup visit — without retyping the business once.

Activate

Track activation against your threshold — first transaction, 1p to £500 or custom. The moment it goes live, the deal is done.

Pay

Activation confirms commission. It flows into rep earnings and owner payables automatically — no month-end reconciliation.

Lead, deal and merchant records stay linked Visits create calendar events and follow-up tasks Statements parsed and attached to the merchant Commission moves from pending activation to payable

Old way vs Closerr

Stop running merchant sales from scattered tools.

Notebooks, spreadsheets, WhatsApp threads and "has it activated yet?" texts. Here's what changes when it all lives in one place.

The old way

✕Leads scattered across a notebook, your phone and three WhatsApp threads
✕Statements emailed around and lost before you can quote
✕Hardware orders tracked in your head
✕"Has it activated yet?" chased over text
✕Commission worked out in a spreadsheet at month end
✕Owners with no real view of the team's pipeline

With Closerr

✓Every lead, deal and merchant on one map-pinned record
✓Statements uploaded, parsed and attached to the merchant
✓Hardware ordered, shipped and delivered with live status
✓Activation tracked automatically against your threshold
✓Commission calculated the moment a merchant goes live
✓Owners see the whole team's pipeline, activation and payables

See it in action

Real screens. Real workflow. No mockups.

These are the actual screens your team works in every day — captured straight from the app, not a designer's impression.

Pipeline

Every deal, by stage

Move deals through your stages and see exactly what's progressing and what's stuck.

Lead record

One record, full history

Calls, notes, visits and details on a single lead — nothing scattered across apps.

Tasks & follow-ups

Follow-ups that chase you

Every task lands on a day, so overdue work is obvious and nothing slips through silence.

Calendar

Visits and tasks in one view

Booked visits and due follow-ups on one calendar, syncable with Google, Outlook and iOS.

Area intelligence

Work your postcodes

Search a postcode and surface the leads and live merchants in your patch before you drive.

Dashboard

Your day at a glance

Tasks due, upcoming visits and pipeline — a daily command centre, not a static screen.

Try the live demo →

Closerr proposal builder showing a merchant savings breakdown

Proposals & savings

Turn a statement into a savings case.

Build the proposal straight from the merchant's current costs, show the saving in black and white, and keep every version against the record.

✓Lay current fees against your proposed rates side by side
✓Show the monthly and annual saving the merchant walks away with
✓Keep the proposal attached to the merchant, ready to revisit or resend

What you actually get

The merchant journey, handled end to end.

Not a blank CRM you have to bend into shape. Every screen is built around how merchant-services deals actually move in the field.

Capture a lead any way you meet it

Scan a business card on the doorstep, pull a Google Business Profile, drop a postcode or type it in. It lands pinned to the map and assigned to a rep.

Business card scanGoogle Business ProfilePostcodeManual entry

Book a visit, it lands on the calendar

Every visit creates a calendar event and a follow-up task, synced to Google, Outlook and iOS. Overdue follow-ups chase the rep — not the other way round.

Google / Outlook / iOS syncAuto tasks

Onboarding that tracks every stage

Convert a deal to a merchant and run it through application, hardware order and delivery, setup visit and go-live — without retyping the business details once.

ApplicationHardware & deliveryActivation

Owners decide what reps see

Commission and residual figures are visible per role. Owners and managers see the full picture; reps see exactly what you choose to show them.

Role-based visibilityResidual book

Payables that reconcile themselves

When a merchant activates, commission is calculated and flows straight into rep earnings and owner payables — payslips and payday with a full audit trail, no month-end spreadsheet.

Auto commissionPayslipsPaydayAudit trail

More than field notes

Built for more than logging visits.

Activity tracking is table stakes. Closerr connects the field to the money — activation, commission and payables all run off the same records your reps update on the doorstep.

Field activity

Calls, visits, notes and route planning in one timeline on every merchant record.

Merchant activation

Track hardware, setup and activation thresholds from first transaction through to live.

Rep commission

See what each live merchant pays, with owner-controlled visibility per role.

Owner payables

Approved commission rolls into payslips and payday with a complete audit trail.

Why we built Closerr

Our story.

We've spent years in payments watching brilliant consultants lose deals to spreadsheets, missed callbacks and forgotten postcodes. The CRMs we tried were built for SaaS: too many fields, too few maps, no concept of a residual book. Closerr is the tool we wished we'd had on day one in the field: one screen for every lead in your patch, every follow-up that's actually due, and every live merchant paying you each month.

We're early. We're honest about it. If you're a UK payment consultant and something's missing, tell us. We build fast.

The Closerr team

Built in the UK · reach us anytime at hello@closerr.co.uk

Built for reps in the field

Designed for thumbs, not desks.

No tab-switching. No laptop. Open the app between meetings, log a visit in seconds, get back to selling.

✓

Thumb-first interface

Add a lead, log a visit, set a follow-up, all without leaving the screen you're on.

✓

Route clustering

See every lead in the postcode before you drive. Stack three visits into one trip.

✓

"What's near me"

Cancelled meeting? Tap once and see the closest leads to your current location.

✓

Fast, thumb-first updates

Log notes, photos and status changes in a couple of taps and get back to selling.

Closerr route planner — cluster nearby visits into one trip

For managers & owners

See how the team is really performing.

Per-rep performance and an org-wide leaderboard, split between field reps and callers, period by period — with rankings driven by the deals that actually close.

Performance

Per-rep performance

Track activity and commission per rep, with owner-controlled visibility over the figures.

Leaderboard

Field & caller boards

Separate leaderboards for field reps and callers, by period, ranked as deals close.

Honest answers

Three things you're already thinking.

I already use spreadsheets and they work.

Spreadsheets don't chase you. They don't ping you when a follow-up's due. They don't show you what's in your patch. Closerr does — so deals stop slipping through the cracks while you're out in the field.

CRMs are too complicated for what I do.

Generic CRMs are. Closerr was built for one job: payment consultants closing merchants. Five tabs total. No fields you don't need. You'll be using it the same day you sign up.

I don't have time to set anything up.

Two minutes. Add your postcodes, import your leads (or just start fresh), the app does the rest. You can be logging visits before your next coffee.

Integrations

Connected to the tools your team already runs on.

We're honest about what's live today and what's on the way. Live works now. In progress is being built. Planned is on the roadmap.

Communication

Email (Resend)Live

In-app callingIn progress

SMSPlanned

Calendar

Google CalendarLive

Outlook CalendarLive

Apple / iOS CalendarLive

Lead capture

Business card scanLive

Postcode & mapsLive

Google Business ProfileIn progress

Accounting

XeroPlanned

QuickBooksPlanned

Team alerts

Web pushLive

Email alertsLive

SlackPlanned

CRM sync

HubSpot (one-way)Live

Airtable (one-way)Live

Supabase (one-way)Live

Automation

Workflow rulesIn progress

Scheduled triggersPlanned

Live — available now In progress — being built Planned — on the roadmap

Trust & security

Built for teams that handle sensitive merchant data.

Merchant statements, customer details and commission figures are sensitive. Closerr keeps them isolated per organisation, controlled by role, and logged on the way out — that's Secure Data Mode.

Role-based access

Owner, admin, sales manager and rep roles. People see only what their role allows.

Owner-controlled rep visibility

You decide whether reps see commission and residual figures — per role, per org.

Secure document storage

Statements and onboarding documents live against the merchant, not in someone's inbox.

Audit trails

Secure Data Mode logs every export, share and integration push with actor, role, count and outcome.

Integration-ready architecture

One-way HubSpot, Airtable and Supabase destinations — we push out, never read your downstream data back.

Org data isolation

Multi-tenant by design — every record is scoped to your organisation. No cross-org leakage.

Secure Data Mode, in your control

Flip on Secure Data Mode to gate exports, sharing and integration pushes by role — and log every one with the actor, count and outcome.

✓Owner master switch with a per-role permission matrix
✓Every export, share and push recorded in an access log
✓One-way integrations — Closerr pushes out, never reads back

Pricing

Pricing that works for solo operators and growing teams.

Start on your own or roll Closerr out across your team. Clear pricing, clean upgrade path, built to grow with you.

Monthly Annual Save 30%

Solo

Starter

For independent reps and solo operators who want a simple system to track leads and never miss follow-ups.

£19/mo

after first month · 1 user, billed monthly

✓ 1 user
✓ Lead & pipeline tracking
✓ Task management with reminders
✓ Activity timeline (calls, notes, visits)
✓ Mobile-first CRM
✓ Up to 50 active leads

Start for £1

£1 for your first month. Renews at £19/month unless cancelled.

The field sales CRM for merchant services teams.