A mobile-first CRM purpose-built for field sales in payments, merchant services, card terminals, and EPOS. Pipeline management, rep execution tools, deal intelligence, and team accountability — all in one system.
Without the right system, even strong reps leak deals, miss follow-ups, and lose time to admin.
Prospects live across WhatsApp, spreadsheets, email, and memory. There is no single pipeline. Leads captured in the field never make it into a system.
After the first touchpoint, there are no reminders, no task deadlines, and no structured next-step. Deals stall because nobody chased.
Reps drive without a plan, visit without logging, and return without structured notes. Route planning is manual. Territory coverage is guesswork.
Rate comparisons are done on paper or spreadsheets. Proposals are inconsistent. There is no reusable flow from statement analysis to a quote the merchant can review.
Closerr covers the full operational cycle — pipeline, field tools, deal intelligence, and team accountability.
Leads, deals, tasks, follow-ups, and live merchant management. Stage-based pipeline with revenue tracking and structured progression from first contact to active account.
Route planner, business card scanner, statement reader, and mobile-first workflows. Everything a field rep needs to work efficiently without switching between apps.
Deal Assist analyses every deal and suggests next steps. Call Intelligence provides post-call summaries and action items. Proposal builder creates rate comparisons from statement data.
Manager dashboard, leaderboard, assignment, role-based access, demo logging, and coaching. Real-time visibility across the whole team.
These are the capabilities that separate Closerr from generic CRMs — built specifically for payments field sales.
AI analyses each deal's history — stage, tasks, notes, activity — and recommends the best next action to move it forward.
After a sales call, get an automatic summary with key points, objections raised, commitments made, and follow-up actions — without manual note-taking.
Plan field visits by location. See leads and merchants on a map, build an efficient route, and log visits as you go — all from mobile.
Snap a photo of a business card in the field. Contact details are extracted and a new lead is created instantly — no manual typing.
Upload a merchant's processing statement. Key data is extracted and used to generate a rate comparison, feeding directly into the proposal workflow.
Generate pricing comparisons from statement data. Create shareable proposals that show the merchant exactly what they save by switching.
Search for nearby businesses by type and location. Find new prospects in the field and add them directly into your pipeline — without manual research.
Sync meetings, follow-ups, and field visits with your calendar. Connect with external tools to keep Closerr at the centre of your sales workflow.
Every step is structured, every handoff tracked, and every stage backed by the right tools.
Route planner, card scanner, statement reader, call intelligence, proposal builder — tools at every stage
Dashboard, leaderboard, task tracking, demo review, coaching — real-time oversight across the team
Closerr is designed for the operational rhythm of field sales in merchant services — not for generic enterprise sales or marketing automation.
Mobile-first tools for lead capture, route planning, card scanning, statement analysis, proposals, and deal execution. Built for the field.
Real-time team dashboard, leaderboard, task oversight, demo review, and coaching tools. See activity as it happens, not after the fact.
Full organisational visibility. Role-based access, cross-team performance, pipeline analytics, and operational accountability at scale.
When rep activity lives inside a managed system, the entire operation improves.
Reps follow a structured process with real tools — not just a CRM to fill in.
Fewer leads lost, fewer follow-ups missed, fewer deals stalling without a next step.
Every stage of the sales cycle is tracked, visible, and auditable.
Start with a focused pilot. See real data flowing through the system within a week. Review the workflow together — then scale.