Closerr
Product Handbook
Version 1.0 · 2026
Closerr is a mobile-first sales operating system built specifically for payment consultants and merchant services professionals. It brings leads, pipeline, proposals, field tools, and team management into a single app designed for how field sales actually works — on the move, face-to-face, and deal-by-deal.
Independent payment consultants, field sales reps, sales managers, and merchant services organisations of any size. Whether you're a solo rep managing your own pipeline or a manager overseeing a team of ten, the app adapts to your role and workflow.
Spreadsheets, notebooks, generic CRMs that don't understand the payments workflow, and the scattered collection of tools most reps use to track leads, plan routes, build proposals, and follow up on deals. Closerr puts all of that in one place.
Capture a lead → qualify → assess needs → book a demo → send a proposal → close the deal → manage the live merchant. Every feature in the app connects to this workflow. Nothing is there that doesn't serve the sales process.
The app uses five main tabs at the bottom of the screen. Everything you need is accessible from these tabs or through the More menu.
Your home screen. Shows key metrics, tasks due, priority actions, revenue overview, and daily radar — everything you need to start your day and decide where to focus.
Every prospect you're working. Create, filter, search, update status, and take quick actions like call, email, or WhatsApp directly from the list.
Active deals moving through your sales stages. Visual pipeline with deal values, probabilities, and next steps. This is where revenue lives.
Businesses that have signed. Your live portfolio. Track monthly volumes, manage ongoing relationships, and monitor contract renewals.
Everything else: tasks, calendar, field tools (route planner, prospect finder, card scanner), proposals, templates, analytics, team management, settings, and support.
Get productive in under five minutes. Follow these steps in order.
Open the app and sign in. Your dashboard shows your current metrics, overdue tasks, and priority actions. Spend 30 seconds scanning it to understand where things stand.
Tap the + button or go to More → New Lead. Enter the business name, contact details, and any notes. You can also scan a business card to create a lead instantly.
From the lead record, create a task — "Call back Thursday" or "Visit next week." Tasks appear on your dashboard and calendar so nothing falls through.
When a lead is qualified and you're actively working it, convert it to a deal. This moves it into your pipeline where you can track stage, value, and probability.
Use Quick Proposal to build a savings comparison and share it with the prospect. The proposal links to the deal so your pipeline stays connected to your client-facing activity.
When the deal closes, move it to "Live Merchant" stage. The merchant record tracks the ongoing relationship — volumes, contract terms, and renewals.
You don't need to set everything up before you start. Add leads as you work, create tasks as you go, and the pipeline builds itself. The system is designed around momentum, not setup.
Your command centre. Everything you need to start your day and decide where to focus.
The dashboard is a customisable home screen built around four key metrics at the top: active leads, deals in pipeline, tasks due, and live merchants. Below that, modular widgets give you deeper visibility into your day.
Four tiles across the top showing real-time counts. Active leads, deals (with "closing this month" count), tasks due (with overdue highlighted), and your merchant portfolio. These update automatically as your data changes.
Your priority list for the day. Shows overdue tasks, tasks due today, and follow-ups that have gone quiet. This is where you start every morning — handle these first.
Three pillars: projected revenue (total pipeline value), weighted revenue (adjusted by deal probability), and live revenue (actual monthly recurring from won deals). These give you a clear picture of what's coming versus what's confirmed.
A visual breakdown of how your deals are distributed across pipeline stages. Spot bottlenecks at a glance — if too many deals are stuck in "Proposal Sent," you know where to push.
AI-driven suggestions for today: hot leads to contact, expiring contracts worth targeting, and high-probability opportunities near your location.
Tap the menu icon to access dashboard settings. Toggle widgets on or off to show only what matters to your workflow. Every user can set up their own dashboard preference.
Managers: Your dashboard includes a Team Overview widget showing pipeline and performance by rep. This does not appear for individual contributors.
Every prospect starts here. Leads are the top of your funnel — businesses you've identified but haven't yet converted into active deals.
A lead is a business or contact that you're considering pursuing. It has a name, contact information, a status, and notes. Leads don't yet have a deal value or pipeline stage — that comes when you convert them into a deal.
| Status | What it means |
|---|---|
| New | Just captured or added. No outreach yet. |
| Contacted | You've made initial contact — call, email, or visit. |
| Qualified | There's genuine potential. Worth pursuing further. |
| Converted | Lead has been converted into a deal in the pipeline. |
| Disqualified | Not a fit. Closed out to keep your list clean. |
Tap + or go to More → New Lead. Enter the business name, contact name, phone, email, and any notes. Assign a source (referral, walk-in, online, etc.) so you can track where your leads come from.
Use the Lead Capture tool (More → Lead Capture) to scan a business card with your camera. The app reads the card and pre-fills the lead details.
Find nearby businesses using the Territory Map and save them directly as leads with location data already attached.
From the Leads tab, you can search, filter by status, and sort by date or name. Tap any lead to open its detail view, where you can update information, add notes, create tasks, log activities, or start a deal.
From the lead list or detail view, use quick action buttons to call, email, or WhatsApp the contact directly. These launch your phone's native apps so the interaction happens immediately.
Update lead status as you go. A clean lead list with accurate statuses saves you time every morning when you're deciding who to contact. Don't let leads sit as "New" indefinitely.
Your active revenue. Deals represent qualified opportunities that are moving through your sales process toward close.
Every deal sits in a stage. Stages represent where the deal is in your sales process. As you progress the deal, you move it to the next stage.
| Stage | What it means |
|---|---|
| Lead Captured | Initial interest recorded. Just entered the pipeline. |
| Contacted | You've had a real conversation with the decision-maker. |
| Qualified | The opportunity is real — they have a need and budget. |
| Statement Collected | You've obtained their current processing statement for analysis. |
| Proposal Sent | A savings proposal has been delivered to the prospect. |
| Application Submitted | The merchant has submitted their application. |
| Underwriting | Application is in underwriting review. |
| Approved | Application approved. Terminal setup pending. |
| Installation Scheduled | Equipment delivery and installation arranged. |
| Live Merchant | Deal closed. Merchant is live and processing. |
Two additional stages handle deals that leave the active pipeline: Lost Deal (didn't close) and Nurture (not ready now but worth revisiting later).
Deals are typically created from an existing lead — open the lead, then convert it to a deal. You can also create standalone deals from More → New Deal. When creating a deal, set the estimated monthly volume and expected close date.
From the Pipeline tab, you see all active deals. Each deal shows its stage, value, and owner. Tap a deal to open its detail view where you can update the stage, add notes, create tasks, log activities, and track probability.
Each deal can carry an estimated monthly volume and a probability percentage. The pipeline uses these to calculate your projected and weighted revenue — visible on the dashboard.
Move deals forward or out. Deals stuck in the same stage for weeks create a false sense of pipeline health. If a deal isn't progressing, move it to Nurture or Lost and focus on live opportunities.
Managers: You can see deals across your team. Use Pipeline Analytics (More → Pipeline Analytics) for funnel conversion rates, velocity metrics, and win/loss trends.
Live accounts in your portfolio. Merchants represent businesses that have signed and are actively processing payments.
A merchant is a closed deal. When a deal reaches "Live Merchant" stage, the business becomes part of your active portfolio. The merchant record tracks everything about the ongoing relationship: monthly volumes, contract terms, terminal details, and renewal dates.
| Record | Purpose |
|---|---|
| Lead | A prospect you're considering. No deal value yet. |
| Deal | An active opportunity you're working through the pipeline. |
| Merchant | A live customer. Signed, processing, generating revenue. |
From the Merchants tab, view your portfolio. Each merchant record shows the business details, current processing volumes, and relationship history. You can add notes, create tasks for contract reviews, and track any issues.
The app tracks contract expiry dates. The dashboard and Daily Radar surface merchants with contracts expiring in the next 90 days, giving you time to secure renewals before competitors move in.
You can also create merchants directly from More → New Merchant if you need to add an existing client who wasn't originally tracked through the lead/deal pipeline.
The discipline layer. Tasks keep your commitments visible and your follow-ups from slipping.
Tasks are action items tied to leads, deals, or merchants. "Call back Tuesday." "Send proposal by Friday." "Visit site next week." They show up on your dashboard, in your calendar, and as notifications when they're due.
You can create tasks from multiple places: the dashboard + button, from inside a lead or deal record, or from More → Tasks. Set a title, due date, and optionally assign it to a team member. Tasks are always linked to the record they relate to, so context is never lost.
The dashboard shows overdue and due-today tasks at the top. Start here every morning.
Mark tasks as complete from the task list or from within the record. Completed tasks stay in the history so there's an audit trail.
When you complete a follow-up, create the next one before you move on. This keeps the chain unbroken. The best reps never leave a record without a next action.
Managers: You can see overdue tasks across your team. Use this to identify reps who are falling behind on follow-ups before it impacts pipeline health.
Build and share a savings comparison in minutes, not hours. Turn a conversation into a concrete offer.
Quick Proposal lets you build a savings estimate that compares the prospect's current processing costs with what you're offering. It produces a clean, shareable document that makes the financial case for switching.
Go to More → Quick Proposal, or start from within a deal record.
Input the merchant's current processing volume, transaction count, and effective rate. If you've uploaded their statement, this data may already be available.
Set the proposed rates and fees. The proposal calculates the difference automatically.
Export or share the proposal directly with the prospect via email or messaging. The savings comparison is formatted for clarity and impact.
Most payment reps quote verbally or use spreadsheets. A clean, branded proposal elevates the conversation and gives the prospect something concrete to take to their decision-maker.
AI-powered guidance that helps you move deals forward with the right approach at the right time.
Deal Assist uses AI to analyse your deal context — the business type, deal stage, notes, and history — and generates specific, actionable suggestions for how to progress the deal. It's like having a senior sales advisor available on every record.
Open any deal record and look for the Deal Assist section. The suggestions are generated from the data on the deal, so the more context you add (notes, competitor, pain points), the more specific the advice becomes.
Add notes after every interaction with the prospect. Deal Assist uses your notes to sharpen its suggestions. A deal with detailed notes gets significantly better guidance than one with just a business name.
Learn from every call. AI analysis of call transcripts to improve technique and close rates.
Call Intelligence analyses call transcripts or recordings and provides structured feedback: what went well, what to improve, talk-to-listen ratio, key moments, and specific coaching points.
Go to More → Call Intelligence. Upload or paste a call transcript. The AI analyses the conversation and returns a structured breakdown covering sales technique, objection handling, and actionable improvements.
Managers: Call Intelligence is a powerful coaching tool. Review transcripts with reps to identify patterns and provide structured, data-backed feedback rather than subjective opinions.
Plan your field visits. Optimise your route so you spend more time selling and less time driving.
Route Planner takes a list of leads, merchants, or locations and generates an optimised route for your day. It orders your stops to minimise travel time and shows the route on a map.
Go to More → Route Planner.
Select leads or merchants to visit, or add custom addresses. The planner pulls location data from your records automatically.
The app calculates the optimal order and shows the route on a map with turn-by-turn directions available.
Field reps who plan routes cover more ground. Instead of zigzagging across a territory, you hit every stop in the most efficient order. Over a week, this can mean two or three extra visits — which compounds into more pipeline.
Find new business in your territory. See what's around you and turn discoveries into leads.
Territory Map shows businesses on a map in your area. You can explore by location, filter by business type, and save interesting prospects directly as leads. It's built for field reps who want to prospect while they're out — not just work from a list.
Go to More → Territory Map.
The map centres on your location. Browse nearby businesses, or search for specific types (restaurants, retail, salons, etc.).
Tap a business on the map and save it as a lead. The business name, address, and category are pre-filled from the map data.
The Dashboard's Daily Radar feature also uses location data to surface high-potential opportunities near you each day. The Territory Map is the deeper, manual version of the same idea.
Use Territory Map when you have a gap between appointments. Instead of going back to the office, spend 20 minutes prospecting nearby. The leads you capture in the field are often warmer than cold list pulls.
Scan a card, create a lead. No typing, no lost contacts.
The Lead Capture tool uses your phone's camera to scan business cards and extract contact information. It reads the name, phone number, email, and business name from the card and creates a lead record automatically.
Go to More → Lead Capture, or tap the Capture button on the dashboard.
Point your camera at the business card. The app reads and extracts the contact details.
Check the extracted details, make any corrections, and save. The new lead appears immediately in your Leads tab.
Scan cards the same day you receive them. A card sitting in your wallet for a week is a cold lead. A card scanned and followed up within 24 hours is a warm one.
Upload a processing statement and let the app extract the key data. Saves time and feeds directly into your proposal workflow.
Statement Reader accepts uploaded merchant processing statements (PDF or image) and extracts the key financial data: monthly volume, transaction count, effective rate, and fee breakdown. This data can then flow directly into your proposal builder.
Go to More → Upload Statement. Take a photo or select a file from your device.
The app processes the statement and presents the extracted figures. Verify the numbers match the statement.
The extracted data can be used as the basis for a Quick Proposal, pre-filling the "current costs" section so you can focus on building the offer.
Manually reading statements is slow and error-prone. Automating the extraction means you can go from receiving a statement to sending a proposal in minutes rather than hours.
Pre-built message templates for consistent, professional outreach at every stage.
Templates are reusable message frameworks for common outreach scenarios: initial contact, follow-up after a meeting, proposal cover messages, and re-engagement. They ensure your communication is consistent and professional without starting from scratch every time.
Go to More → Templates. Browse available templates by category, select one, customise the details for the specific prospect, and send via email, SMS, or WhatsApp.
Templates work best when you personalise them. The structure and key points stay consistent, but adding a specific reference to the prospect's business or conversation makes the message feel tailored rather than mass-produced.
See your schedule and activity history in one place. Know what's coming and what's been done.
The Calendar view (More → Calendar) shows your tasks and scheduled activities in a date-based layout. It groups items by day — overdue, today, tomorrow, this week — so you can plan ahead and spot gaps in your schedule.
The Activities screen (More → All Activities) is a chronological log of everything that's happened: calls made, notes added, tasks completed, visits logged. It's the audit trail of your sales activity.
Calendar looks forward (what's coming). Activities looks backward (what's been done). Together they give you a complete picture of your workflow rhythm. If your calendar is empty, you're not planning. If your activity log is sparse, you're not executing.
Managers: The Activities feed gives you visibility into rep activity levels without asking for status updates. You can see who's making calls, logging visits, and completing follow-ups.
For organisations with multiple users. Roles, assignments, collaboration, and management visibility.
Every user in an organisation has a role that determines what they can see and do.
| Role | Access |
|---|---|
| Owner | Full access. Organisation settings, billing, team management. Cannot be removed. |
| Admin | Full access to all data and team management. Cannot modify the owner account. |
| Manager | Sees their own data plus all data from their team. Can assign leads and deals, review activity, and access the leaderboard. |
| Sales Rep | Sees only their own leads, deals, merchants, and tasks. Cannot view other reps' data. |
Leads and deals can be assigned to specific users. When a lead is assigned, it appears in that rep's view and counts toward their metrics. Managers and admins can reassign records as needed.
Add notes to any lead, deal, or merchant. Use @mentions to tag a team member — they'll receive a notification in their Team Inbox. This keeps contextual conversations attached to the record they relate to, not buried in email or chat.
The Team Inbox (More → Team Inbox) shows all mentions, assignments, and notifications directed at you. It's your centralised feed for team-related activity.
The Leaderboard (More → Activity Leaderboard) ranks team members by deals closed, revenue, and conversion rate. Filter by time range — 7 days, 30 days, 90 days, or all time — to track performance trends.
Owners and admins can manage the team from More → Manage Team. Invite new users, set roles, remove access, and configure workspace settings.
If you're using Closerr as an individual, the team features are simply not visible. The app works the same way — leads, pipeline, tasks, proposals, field tools — without any team complexity.
Data behind the deals. Understand your pipeline, track performance, and identify patterns.
Win rate, funnel conversion by stage, deal velocity, and trend analysis. Understand where deals get stuck and how quickly they move.
Projected revenue based on pipeline value and probability. See what's likely to close and when.
Conversion rates and ROI by lead source. Know which channels deliver the best leads so you can focus your prospecting effort.
Territory and industry intelligence. Understand your market at a macro level to identify underserved areas and high-potential segments.
Ranking of your best-performing areas by deal volume and conversion. Useful for territory planning and resource allocation.
All analytics are accessible from the More menu under the Analytics & AI section.
Where to find answers and how to get assistance when you need it.
Go to More → Support to access help guides and contact support. The help section covers common questions and provides step-by-step guidance for core workflows.
Interactive walkthroughs are available from More → Guided Tours. These step through the app screen by screen, highlighting key features and showing you how to use them. Tours are available for different workflows: core sales process, productivity, analytics, and team management.
The FAQ section (accessible from support) covers the most common questions about the product, billing, and technical setup.
If this is your first time using Closerr, start with the Core guided tour. It walks through the complete workflow from capturing a lead to closing a deal, so you understand the full flow before diving into individual features.
Closerr
Product Handbook · Version 1.0
For questions or support, visit the Help section within the app.