Statement analysis in the meeting
Upload the prospect's current Worldpay, Barclaycard or Elavon statement and walk into the next meeting with an effective rate, a saving number and a quote-ready report inside a minute.
One product, the whole consultancy
The software stack built for UK payment consultants.
Most UK payment consultants run on five tools and a spreadsheet — a CRM that doesn't know what a statement is, a separate statement-analysis tool, a Word-template quote generator, a residuals workbook and a maps app for the day's visits. Closerr replaces that stack with one product: statement analysis inside the deal, branded quotes generated on the spot, MID tracking from application to live, residual reconciliation against the acquirer, and a route planner that respects real drive time.
What you get out of the box
Solo UK payment consultants, two-to-five person consultancies and small ISO programmes use Closerr as their full back office — replacing the spreadsheet-plus-CRM-plus-statement-tool stack with one product.
Branded quotes generated on the spot
One-page quote-ready report with your branding, your contact details, the saving in pounds and the maths behind it. Sent by email or shared straight from the phone.
MID tracking from application to live
Acquirer, MID, contract anniversary, terminal estate and every status change — one record from cold lead to live merchant to residual income.
Residual income reconciliation
Match monthly acquirer reports against the book, post income to the right merchant, flag short payments. The residuals spreadsheet retires.
Mobile route planner that respects drive time
Tomorrow's prospect visits sorted by real drive time, with postcode lead-gen for the consultant building a fresh book in a new area.
UK-native by default
Sterling, UK postcodes, UK acquirer formats, GDPR-clean contact preferences and FCA-aware records — configured out of the box.
Why this matters
The consultant doing this job today is paying for at least four tools that don't talk to each other and re-keying data between them — which means the quote shows one effective rate, the CRM shows another, and the residual ledger shows a third. Closerr is the consolidation. Everything that pays the consultant — the statement, the quote, the MID, the residual — lives on one merchant record. Adjacent reading: the cornerstone guide to reading a UK card processing statement, the playbook on interchange-plus vs blended pricing, and the side-by-side with Pipedrive for payment consultants.
Frequently asked questions
What is payment consultant software?
Payment consultant software is the tooling a UK merchant services consultant uses to run the consultancy — pipeline, statement analysis, quote generation, MID tracking, residual income reconciliation and field workflow. Closerr ships all of those in one product; the typical alternative is four separate tools stitched together.
Is this just a CRM with statement analysis added on?
No. The CRM is one module; statement analysis, quote generation, MID tracking, residual reconciliation and the mobile route planner are first-class capabilities. The product is built around the consultant's workflow, not a generic CRM with bolt-ons.
Can I run this as a solo consultant?
Yes. The solo plan is built specifically for the one-person consultancy, with the same statement analysis, MID tracking and residual ledger the team plans get. When you add your first sub-agent the product scales up without changing how you work.
How does it compare to generic CRMs like Pipedrive or HubSpot?
Generic CRMs treat every deal as a one-off close. Closerr treats the live merchant as the asset and the residual as the income — neither of which exists as a first-class concept on Pipedrive or HubSpot. The side-by-side comparisons cover each in detail.
Related capabilities
Closerr is one product, many entry points. Explore the parts that match your team.
Ready to run a faster sales operation?
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