Pick the account
From the list, the route or the watch list.
Know the account before the call
Walk in knowing the whole account.
Account Intelligence gives a rep the full picture of a merchant before they pick up the phone — the profile and complete history, market context for the area, and the signals that say an account is in play: a contract anniversary approaching, a likely switching window opening. Less guessing, more timing.
£1 first month · no card to explore the live demo · mobile & web.
Greenfield Café · account
Full profile & history
Area market insight
Contract anniversary
Switching signal
Signals flag timing — they don't claim a deep tech-stack readout.
Full profile & history
The whole account on one screen
Every merchant carries a complete profile and history — contacts, activity, statements, proposals, visits. The rep opens the record and sees the full relationship, not a name and a phone number, so the call starts informed.
- Complete profile: contacts, activity, statements, proposals
- Full timeline of every interaction with the account
- Walk into the call already up to speed
- Local market context around the merchant
- Understand the area, not just the single account
- Turn a cold call into a relevant one
Market insight
Context for the area, not just the account
Closerr surfaces market insight for the merchant's area, so the rep understands the local context — the kind of trade, the neighbouring opportunities — that turns a cold knock into a relevant conversation.
Switch & contract signals
Know when the account is actually in play
Timing wins payments deals. Closerr flags switch and contract signals — a contract anniversary approaching, a likely switching window — so reps spend their hours on the accounts where the door is about to open.
- Contract anniversary and renewal-window timing
- Switching signals that flag accounts in play
- Prioritise the calls where timing is right
- Reliable signals on timing and context
- No over-claimed deep tech-stack detection
- What you see is grounded in real account data
Honest about depth
On the roadmap
Signals and context — not a deep tech-stack readout
Account Intelligence surfaces the profile, the history, the market context and timing signals. It does not claim to detect a merchant's full payment tech stack down to every terminal and gateway — we'd rather give you reliable signals than over-promise a deep stack scan.
In the workflow
How it fits a real day
Account Intelligence is the brief a rep reads before every call — assembled from the record and surfaced where they plan their day.
Read the brief
Profile, history and market context, all on the record.
Check the timing
Switch and contract signals say whether the door is opening.
Make the call
Walk in informed, with the right reason to be there.
What's live today
What you know before you call
A merchant brief built from real account data and timing signals — live today.
Merchant profile
Contacts, trade, statements and proposals in one place.
Full history
Every visit, call and activity on a single timeline.
Market insight
Local context around the account and its area.
Contract timing
Anniversary and renewal windows surfaced.
Switching signals
Flags for accounts likely to be in play.
Grounded signals
Reliable timing context, not over-claimed stack detection.
Why it matters
Cold calling a merchant who just renewed for three years is a waste of everyone's time. Account Intelligence exists to fix the timing problem: the full profile and history mean the rep walks in informed, the market insight makes the conversation relevant, and the switch and contract signals point them at the accounts where the door is actually opening. We're careful about depth — these are reliable timing and context signals, not a pretence of detecting a merchant's entire payment tech stack down to the gateway. It feeds the timing into Lead Scoring, gives Battlecards the provider context, and supports the portfolio view in ISO portfolio management software.
Frequently asked questions
What's on a merchant's account profile?
The full picture: contacts, trade type, the activity timeline, statements analysed, proposals sent and visits logged. The rep opens the record and sees the whole relationship rather than a name and a number.
Does Closerr detect a merchant's full payment tech stack?
No, and we won't claim it. Account Intelligence gives reliable signals and context — profile, history, market insight and switch/contract timing — but it doesn't pretend to detect a merchant's entire stack down to every terminal and gateway. We'd rather give you signals you can trust.
How do switch and contract signals work?
Closerr surfaces timing signals such as an approaching contract anniversary or a likely switching window, so reps focus their hours on accounts where the door is about to open rather than ones that just renewed.
What does market insight add?
Local context around the merchant's area — the kind of trade and neighbouring opportunity — so a rep can turn a cold knock into a conversation that's actually relevant to that location.
Explore the rest of Closerr
One product, many surfaces. The pieces below work together on the same data.
Run your whole day from one app
Start for £1 your first month. Closerr is mobile-first, web-ready, and built for solo consultants and full ISO teams alike.