Your residual book, your view
Every signed merchant, every month, every pound of residual — visible to you. No more chasing reports from the head office.
Built for payment agents
The payment agent CRM for reps who build a residual book.
A payment agent's book is their pension. Closerr is the payment agent CRM that treats it that way — protecting every signed merchant, tracking every residual pound, and giving the agent (not the head office) full visibility into the income they've earned.
What you get out of the box
Independent payment agents, sub-agents at ISOs, and salaried merchant services reps use Closerr to track their book, manage their pipeline and prove their residual entitlements — without depending on a head office spreadsheet they can't see.
Pipeline that respects the payments cycle
Stages built around the real journey: lead, statement, proposal, application, board approval, live merchant.
Statement analysis in seconds
Upload a statement, get an instant savings number you can quote at the next meeting.
Live merchant management
Every signed merchant has a record. Volumes, processor, contract end, next review — all in one place.
Postcode lead-gen for the doorstep
Find every merchant in any UK postcode and route the day around them.
Commission and override tracking
Configurable splits, overrides and bonuses — auditable end to end.
Why this matters
Most payment agents work two CRMs: the head office one they're told to update, and the spreadsheet they actually trust. Closerr is the first product designed to replace both. It's good enough to be the only system the agent uses, structured enough to give the ISO the data it needs, and visible enough that the agent never has to ask 'where's my residual?' again.
Frequently asked questions
What is a payment agent CRM?
A payment agent CRM is a sales tool built specifically for independent agents and reps selling merchant services. It tracks leads, statement analyses, applications, signed merchants and residual income — workflows generic CRMs do not handle.
Can I use Closerr as a solo independent agent?
Yes. The individual plan is designed for solo payment consultants, with all the residual tracking, statement analysis and pipeline features included.
Will my head office have visibility?
Only if you choose to share it. Closerr is your tool first. If you're part of a team workspace, your manager and owner see what the role permissions allow — nothing more.
Related capabilities
Closerr is one product, many entry points. Explore the parts that match your team.
Ready to run a faster sales operation?
Start a free trial. Closerr is mobile-first, web-ready, and works for solo agents or full reseller teams. No card required to look around.