Per-merchant residual model
Track residuals at the merchant level — volume, BPS, share, processor — not as a generic recurring-revenue line.
ISO agent CRM, UK-native
The best CRM for ISO agents is the one built around residuals, not retrofitted to them.
Most CRMs treat a deal as a one-off close. ISO agents earn for years, on every merchant, with splits between super-ISO, sub-ISO and writing agent — and the moment a merchant attrits, the splits unwind. The best CRM for an ISO agent isn't a generic pipeline tool with custom fields bolted on; it's a product that models the whole economic shape of the business from day one. Closerr is that product, built UK-native for merchant services.
What you get out of the box
Independent sales organisations, sub-ISOs, agent offices and writing agents in the UK payments industry choose Closerr when they outgrow generic CRMs, residual spreadsheets and the home-built commission tools that worked at five merchants and broke at fifty.
Multi-level commission splits
Super-ISO → sub-ISO → writing-agent splits configured cleanly, scoped per merchant, with the right party seeing the right slice.
Clawback automation
Attrited merchants reverse the original commission automatically against future payouts, with a per-agent audit trail.
Statement analysis built in
Upload a statement, get an instant savings number to use in the next meeting. No second tool, no spreadsheet.
Postcode field sales
Plan tomorrow's visits by postcode, sequenced by drive time. Lead capture, visit logging and route planning in one app.
Monthly agent payslips
One payslip per agent covering residuals, signing bonuses, expenses and clawbacks — every line traceable back to source.
Why this matters
Picking the best CRM for ISO agents comes down to one question: does the product model residuals as a first-class concept, or does it pretend they're just recurring revenue? Closerr does the former, because it was built by people who actually closed merchants and got paid in residuals for years afterwards. Every screen — the merchant book, the dashboard, the rep payslip — assumes the long tail of residual income is the real product. Bolt-on residual tracking on a generic CRM never survives contact with a real ISO programme. A purpose-built operating system does.
Frequently asked questions
What makes a CRM the best for ISO agents?
A CRM is well-suited to ISO agents when it natively models per-merchant residual income, multi-level commission splits between super-ISO, sub-ISO and writing agent, automatic clawback windows, statement analysis and an agent payslip — not as bolt-ons, but as the spine of the product.
Can Closerr replace a residual spreadsheet?
Yes. Closerr tracks every merchant, every processor, every split and every clawback as a first-class workflow. Agents see their own book; the office sees the full hierarchy; finance gets a clean monthly payslip per agent.
Is Closerr suitable for a single agent?
Yes. The product scales from a solo agent through to multi-region ISO programmes. Solo agents get the same residual, statement analysis and field sales workflows — without the team management layer.
Is the product UK-specific?
Yes. Built UK-native — sterling, UK postcodes, UK MCCs, UK acquirer context — with European market support available on top.
Related capabilities
Closerr is one product, many entry points. Explore the parts that match your team.
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