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Closerr
Merchant Sales Operating System
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Good morning, Alex
Here's your day at a glance
AJ
0
Active Leads
0
Deals in Pipeline
0
Won This Month
↑ 50%
0
Tasks Due
Today's Tasks
See All
Follow up Costa Coffee
Due 2 days ago · Costa Coffee
Prepare Nando's proposal
Due tomorrow · Nando's
AI Suggestions
AI
Costa Coffee hasn't been contacted in 14 days. Schedule a follow-up to maintain engagement.
Dashboard
Leads
Pipeline
Merchants
More
Leads
+
⫸
All (12)
Qualified (4)
Contacted (3)
CC
Costa Coffee
£8.5k · Worldpay · Qualified
2d ago
PM
Pret A Manger
£12k · Barclaycard · Contacted
5d ago
ND
Nando's
£22k · Worldpay · Qualified
1d ago
HB
Honest Burgers
£6.2k · Square · New
1w ago
WG
Wagamama
£15.8k · Stripe · Contacted
3d ago
FM
Franco Manca
£9.4k · SumUp · Proposal Sent
Today
Dashboard
Leads
Pipeline
Merchants
More
Costa Coffee
Lead · £8.5k revenue
Activity
Details
Notes
Call — Decision maker reached
Spoke with manager about switching from Worldpay
2 days ago · Alex Johnson
Email — Proposal sent
Sent rate comparison and savings breakdown
5 days ago · Alex Johnson
Visit — Site assessment
Visited location, 3 terminals in use
1 week ago · Alex Johnson
Pending Tasks
Follow up with manager
Due 2 days ago
Pipeline
+
£52,400
Weighted
Prospect
3 deals · £18,200
£18.2k
Proposal Sent
2 deals · £20,500
£20.5k
Negotiation
1 deal · £22,000
£22k
Won
3 deals · £13,700
£13.7k
Recent Deals
CC
Costa Coffee
Proposal Sent · £8.5k
ND
Nando's
Negotiation · £22k
Dashboard
Leads
Pipeline
Merchants
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‹
Proposal Builder
Client
Costa Coffee
Current: Worldpay · £8,500/mo volume
Current Rate
1.75%
→
Proposed Rate
0.95%
▸ Show monthly fees
Generate Proposal
‹
Territory Map
Leads
Merchants
High Value
Prospects
Finder
10 mapped
72% coverage
LEAD
Costa Coffee
£8,500/mo · Worldpay
Call
Navigate
View Lead
3 new prospects nearby View ›
Dashboard
Leads
Pipeline
Merchants
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Revenue Forecast
£0
Projected Monthly Revenue
JanFebMarAprMayJun
£2,100
Confirmed
£1,450
Probable
£700
Optimistic
Pipeline Health
Win Rate
34%
Avg Deal
£8.5k
Velocity
28d
Dashboard
Leads
Pipeline
Merchants
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P
Closerr
Merchant Sales Operating System
Leads · Pipeline · Proposals · Territory
Tasks · Analytics · AI Intelligence
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Faster
40%
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£0
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