Statement analysis built-in
Upload a merchant's processing statement, get an instant savings number to take into the next meeting. Built for closing, not for accountants.
Built for UK payment consultants
The CRM for payment consultants who get paid in residuals, not commission cheques.
Payment consultants get paid every month, for years, on every merchant they sign. Generic CRMs treat each sale as a one-off transaction and miss the entire economic model. Closerr is the CRM for payment consultants built around how the industry actually works — from first cold visit through statement analysis, application pack, board approval, live merchant and ongoing residual income.
What you get out of the box
Independent payment consultants, ISO agents, sub-agents and merchant services brokers in the UK use Closerr to replace the spreadsheets and generic sales tools that don't speak the language of residuals.
Residual income forecast
See projected monthly residuals, total MRR from your book, and per-merchant performance going back as far as you've been signing deals.
Application pipeline tracking
Know which applications are at the acquirer, which are stuck and which are live — without ringing the back office every week.
Deal stages built for payments
Lead → statement received → proposal sent → application pack → board approval → live. No re-mapping a generic SaaS funnel.
Postcode lead-gen for high street merchants
Find every café, salon, garage or convenience store in a postcode. Build a morning of visits in seconds.
Commission and split engine
Tiered splits with sub-agents, overrides for managers, signing bonuses, residual splits — modelled cleanly without an accounting degree.
Why this matters
Most CRMs in the payments industry were either built ten years ago by an acquirer who wanted to lock agents in, or they're generic sales tools that the consultant has spent months bending into shape. Closerr is neither. It's built independently by people who have closed merchant deals, for the way the UK payments industry actually works — multi-acquirer, multi-product, residual-driven, mobile-first.
Frequently asked questions
What is the best CRM for UK payment consultants?
Closerr is the only CRM purpose-built for UK payment consultants and ISO agents. Generic CRMs like HubSpot or Salesforce need months of customisation to fit the workflow, and acquirer-supplied tools lock you in to a single processor. Closerr ships with the consultant's daily workflow — statement analysis, residuals, application tracking, postcode lead-gen — and is acquirer-agnostic.
Can I track residual income per merchant?
Yes. Every signed merchant has a residual history showing volume processed, rate earned and commission paid every month going back to activation. Forecasts, splits and per-merchant performance are visible to the consultant earning them.
Does Closerr work for sub-agents and overrides?
Yes. The commission engine supports tiered splits between owner, manager, agent and sub-agent, with overrides, residual splits and signing bonuses — modelled cleanly with full audit trail.
Is the product UK-specific?
Yes. Postcodes, currency, date formats, phone prefixes, MCCs and merchant categories are all configured for the UK out of the box. Built by and for the UK payments industry.
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.