Portfolio view of every live merchant
Acquirer, MID, MCC, processing volume, contract anniversary and residual yield in one searchable, sortable book.
Built for the UK ISO channel
The CRM for UK ISOs and payment consultants.
An ISO is not a SaaS sales team. The product is residual income, the asset is the merchant portfolio, and the work is split across acquirers, sub-agents and live MIDs. Closerr is the CRM built for that reality — track every merchant from cold lead to live processing, reconcile residuals against the acquirer report, and run sub-agents with auditable commission splits.
What you get out of the box
ISO agents, sub-ISOs, payment consultants and merchant acquiring partners in the UK run their portfolios on Closerr — replacing whiteboards, shared spreadsheets, generic CRMs and the inevitable residual reconciliation nightmare.
Residual reconciliation against acquirer reports
Upload the monthly residual report; Closerr matches it against your book, posts the income to the right merchant, and flags short payments.
Sub-agent management with audit-ready splits
Configure splits between owner, manager and sub-agent. Every payout is auditable, every projection visible to the rep earning it.
Attrition alerts before churn lands
Volume drop, contract anniversary, terminal swap — every signal that an account is about to leave is flagged before the residual disappears.
Statement analysis built into the deal
No tab-switching. Upload the prospect's current statement on the deal record and produce a savings number in under a minute.
Field-rep workflow for the road
Route planning, postcode lead-gen and one-tap visit logging — for the sub-agents who actually sit in a coffee shop, not at a desk.
Why this matters
ISO economics compound. A merchant signed in year one pays out in year five, and the manager who can see that — per merchant, per acquirer, per sub-agent — runs a profoundly different operation from the one who can't. Closerr makes the portfolio legible. Where a generic CRM gives you a deal pipeline, Closerr gives you a deal pipeline, a live merchant book, a residual ledger, and the sub-agent commission splits that connect the three. New to the channel? The cornerstone explainer on how to become an ISO agent in the UK covers the acquirers, the residuals math and the realistic earnings curve. Already running? See how Closerr stacks up against IRIS CRM.
Frequently asked questions
What is an ISO CRM?
An ISO CRM is a sales and portfolio management system built for Independent Sales Organisations in the payment processing industry. It tracks merchant prospects through to live MIDs, models residual income from each live merchant, and handles sub-agent commission splits — capabilities generic CRMs require heavy customisation to approximate.
Can Closerr track residual income from multiple acquirers?
Yes. Each merchant carries its own acquirer, MID and residual schedule, and Closerr reconciles monthly acquirer reports against the book so the portfolio view stays accurate across Worldpay, Elavon, Stripe, Adyen and any other acquirer in the mix.
Does it handle sub-agent commission splits?
Yes. Configure splits between owner, manager and sub-agent at the merchant or portfolio level, with full audit trail of every payout. Sub-agents see only their own numbers; the owner sees everything.
Will it work for a single ISO consultant?
Yes. Solo consultants use Closerr as their entire back office. The product scales up cleanly when you add your first sub-agent without changing how you work.
Related capabilities
Closerr is one product, many entry points. Explore the parts that match your team.
Ready to run a faster sales operation?
Start a free trial. Closerr is mobile-first, web-ready, and works for solo agents or full reseller teams. No card required to look around.