Features for field sales

One workflow for every merchant deal.

Closerr connects the work that happens before the close, at the table and after activation. Your reps get a fast mobile app; managers get a truthful view of the book.

Today’s pipeline● Up to date
1

New prospectsPostcode route ready for tomorrow

2

Statements analysedSaving calculation ready to share

3

Merchant activatedCommission and residuals tracked

The toolkit

Built around how payment consultants actually sell.

Less admin between visits. More context when a merchant is ready to decide. Every capability supports a specific part of the commercial workflow.

Postcode lead generation

Find prospects by UK postcode, see existing coverage and build a focused day of field visits without a separate spreadsheet.

Mobile deal pipeline

Move a lead from first contact to won with stages, next actions, notes and ownership available on the phone.

Visit and route planning

Turn a list of prospects into an ordered route, then record the outcome at the door or across the table.

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Statements and savings

Capture statement data, calculate a defensible saving and use it to make the commercial case to a merchant.

Proposals and applications

Keep the evidence, proposal progress and application details with the deal so handoffs do not lose momentum.

Residuals and commissions

Track approved earnings, recurring income and payout history so reps and managers see the same numbers.

Team performance

See activity, pipeline health and approved totals across reps without asking everyone for another weekly update.

Calendar and calling

Keep follow-ups visible and launch calls from the record, with the activity history attached to the right merchant.

Secure Data Mode

Give teams control over sensitive merchant data and audit outbound activity when information needs to leave Closerr.

One connected motion

From postcode to residual, without the gaps.

01 · FIND

Build your territory

Start with the postcodes and prospects that fit your patch.

02 · QUALIFY

Log the conversation

Capture a visit, a next step and the context the next person needs.

03 · WIN

Make the case

Use statement evidence, savings and proposals to keep the deal moving.

04 · RETAIN

Protect the book

Watch activation, recurring revenue and commission after the signature.

For managers

Visibility that helps you coach, not chase.

Closerr turns rep activity into a shared operating picture. Spot deals without a next step, understand territory coverage and review approved earnings from one place.

  • Team activity and performance views
  • Role-based access for owners, managers and reps
  • Pipeline, activation and earnings context together
  • Mobile-first updates that reps can make between meetings
See sales rep management

Honest by design

Live functionality is described plainly. Integrations and capabilities that are still being built are marked as roadmap rather than presented as shipped features. The result is a product page you can use to make a real buying decision.

Feature questions

What can Closerr replace?

Is Closerr a general-purpose CRM?

Closerr is a focused CRM for UK merchant services teams, payment consultants and ISO agents. It covers the pipeline, field activity, merchant evidence and earnings work those teams need rather than trying to be everything for every industry.

Can reps use it from a phone?

Yes. The core workflow is designed for mobile use: finding prospects, logging visits, updating a deal and creating the next action can all happen away from a desk.

Does Closerr calculate commissions?

Closerr tracks approved and projected earnings using configurable plans, including recurring income and team visibility. The exact calculation depends on how your organisation configures its plan and approval rules.

Which integrations are live?

Calendar sync, email, Twilio calling and selected outbound CRM and data exports are available. Closerr uses clear status labels for integrations so roadmap items are not confused with live connections.

See the whole workflow in context.

Take a guided look at the screens your reps and managers use every day.

Open the Closerr demo