At the door
Scan the card you're handed straight into a lead.
Capture without typing
Get it into the CRM without touching the keyboard.
The data a field rep gathers is worthless if it never makes it into the system. Smart Capture turns a business card into a lead in seconds, a spoken recap into a logged activity, and a merchant statement into structured numbers — so the record fills itself while the rep keeps moving.
£1 first month · no card to explore the live demo · mobile & web.
Capture · 4 ways in
Business card scanned
Voice note transcribed
Statement OCR'd
Record auto-filled
Storefront photos attach to the record as supporting evidence.
Card to lead
A business card becomes a lead in seconds
Snap a card with the phone camera and Closerr parses the name, role, company, mobile and email into a fresh lead — no typing, attachable to a deal in the same flow. The contact you were handed is captured before you reach the van.
- OCR a card into a structured lead in about five seconds
- Name, role, company, mobile and email parsed for you
- Attach the new lead to a deal in the same step
- Speak a recap; Closerr transcribes and files it
- Logged as an activity on the right deal
- Action items surfaced for the next plan
Voice to CRM
Dictate the recap, skip the desk
Between meetings, dictate a quick recap. Closerr transcribes it, attaches it to the right deal as an activity, and surfaces the action item — so the notes get logged in the car park, not forgotten by the time you're home.
Statement OCR
A photo of a statement becomes numbers
Snap or upload the merchant's existing statement and Closerr reads it into structured figures — processed volume, fees, effective rate — ready to drive a saving estimate. PDF, scan or counter-photo all work.
- OCR for PDF, scanned and phone-photo statements
- Volume, fees and effective rate extracted
- Feeds straight into the savings and proposal flow
- Card, voice and statement capture are live today
- Storefront photos attach as record evidence
- Google Business Profile import is on the roadmap
Honest about sources
On the roadmap
Google Business Profile import — on the roadmap
Today you capture from cards, voice and statements, and storefront photos attach to the record as supporting evidence. Pulling prospects automatically from Google Business Profile listings isn't live yet — it's on the roadmap, and we'd rather badge it than fake it.
In the workflow
How it fits a real day
Smart Capture is built for the three seconds you have at the door, in the car, or across the counter.
Back in the van
Dictate the recap; it files itself as an activity.
In the meeting
Photograph the statement; Closerr reads the numbers.
Record's done
The lead, the notes and the figures are all captured — no typing.
What's live today
Four fast ways in
Field capture that respects how little time a rep has to type — all live today.
Business card scan
Card to structured lead in about five seconds.
Voice-to-CRM
Dictated recaps transcribed and filed as activities.
Statement OCR
PDF, scan or photo read into structured figures.
Auto-fill
Captured data populates the record without re-keying.
Storefront photos
Attach site photos to the record as supporting evidence.
Offline-tolerant
Capture in poor signal; it syncs when you're back online.
Honest about what's next
On the roadmap On the roadmap
What we're not pretending is live
Closerr only markets what ships. These capture sources are on the roadmap, not in the product today.
Google Business Profile import
Auto-pulling prospects and listing details from Google Business Profile isn't live yet. Today, capture from cards, voice and statements.
Storefront photo intelligence
Storefront photos attach to the record as supporting evidence today. Reading insights from those photos automatically is a future step, not a current claim.
Why it matters
The hardest CRM problem in field sales isn't analysis — it's getting the data in at all, because a rep at a door has no time to type. Smart Capture attacks that directly: a card becomes a lead in seconds, a spoken recap becomes a filed activity, a photographed statement becomes structured numbers that feed the saving estimate. We're deliberate about the edges: storefront photos attach as supporting evidence rather than being passed off as automated intelligence, and Google Business Profile import is badged as roadmap because it isn't live. The captured statement numbers flow straight into Merchant Operations for the saving and proposal, and into Lead Scoring as a signal. See the meeting-speed analysis on the merchant statement analysis page.
Frequently asked questions
How fast is the business card scanner?
About five seconds. Snap the card with the phone camera and Closerr parses name, role, company, mobile and email into a fresh lead you can attach to a deal in the same flow — no typing.
Does voice-to-CRM really file the note for me?
Yes. Dictate a recap and Closerr transcribes it, attaches it to the right deal as an activity, and surfaces any action item for your next plan — so notes get logged from the car park rather than forgotten.
Can I import prospects from Google Business Profile?
Not yet — and we badge it as on the roadmap rather than implying it's live. Today you capture from business cards, voice notes and statements, and storefront photos attach to the record as supporting evidence.
What statement formats does the OCR handle?
PDF email attachments, scanned print-outs and phone photos taken at the counter all work. Closerr extracts processed volume, fees and the effective rate into structured figures that feed the savings and proposal flow.
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.