Pipeline tuned to merchant services
Stages that mirror how the work actually flows: lead → statement → quote → application → live MID. No generic SaaS funnel to bend out of shape.
Built for UK merchant services
The CRM built for UK merchant services.
Closerr is the CRM built around the real shape of a UK merchant services book — leads from a postcode, statements analysed in seconds, MIDs tracked from application to live, and every monthly residual posted against the rep who closed the deal. One mobile-first tool replaces the spreadsheet, the statement folder and the generic CRM your team keeps abandoning.
What you get out of the box
UK payment consultants, ISO programmes, ISVs, EPOS resellers and merchant acquiring partners use Closerr to manage the full lifecycle of a card-processing book without bolting four tools together.
Statement analysis in under a minute
Upload a Worldpay, Barclaycard or Elavon statement and walk into the next meeting with a saving number and a quote-ready report.
MID tracking from application to live
Track acquirer, MID, contract end date, anniversary, terminal estate and every status change — one record, the whole life of the merchant.
Residual income, posted automatically
Reconcile acquirer residual reports against the book, flag short payments, and pay reps on what actually arrived — not what was forecast.
Postcode lead-gen for high-street merchants
Find every cafe, salon, garage or convenience store in a postcode area and turn them into tomorrow's day plan in seconds.
Built for the UK, not localised for it
Sterling, UK postcodes, MCCs, FCA-aware contact preferences and date formats — configured out of the box, not buried behind a settings page.
Why this matters
Generic CRMs treat a merchant as a deal that closes once. UK merchant services is a residual business — the work that pays you the most happens in months 12, 24 and 36, long after the original close. A merchant services CRM has to make that economics visible, or reps optimise for the wrong number. Closerr puts live MRR from the book on the dashboard, statement analysis inside the deal, and residual posting on the merchant record. If you've been hand-rolling a Pipedrive board, a shared statements folder and a residuals spreadsheet, this is the consolidation. New to the topic? Read our cornerstone guide to reading a UK card processing statement or the deeper walk-through of the merchant services sales process stage by stage.
Frequently asked questions
What's different about a CRM for merchant services vs a generic CRM?
A generic CRM is built around a one-off close. A merchant services CRM has to model the live merchant, the volume they process, the residual income that pays you each month, and the statement-led consultative sales motion. Closerr ships with statement analysis, MID tracking and residual reconciliation native; on a generic CRM each of those is a custom build.
Can I import an existing book of merchants?
Yes. CSV import maps acquirer, MID, contract dates, processing volume and residual rate to the right fields, then opens the merchant detail screen so you can pick up reporting from day one without a re-keying project.
Does Closerr handle multiple acquirers?
Yes. Every merchant carries its own acquirer, MID and residual schedule, so a portfolio split across Worldpay, Elavon, Stripe, Adyen and any other acquirer reconciles cleanly against each provider's monthly report.
Is it suitable for a solo consultant as well as a team?
Yes. Solo consultants run Closerr as their full back office; teams use the same product with role-based permissions, regional structure and per-rep payslips.
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.