

A sales operating system for rep execution, manager visibility, and team accountability.
Payment and merchant services teams have a specific operational cadence. Most tools were not built for it.
Built for generic sales — not card terminal, EPOS, or merchant services workflows
Field reps work mobile-first — most CRMs treat mobile as an afterthought
Managers lack real-time visibility into rep activity, demos, and follow-up quality
Presentations happen but are never recorded, reviewed, or coached against
Contextual notes, mentions, and team communication live outside the CRM
Difficult to operationalise consistently across reps and managers at scale
A mobile-first CRM and sales operating system purpose-built for payments and merchant services.
Capture, qualify, assign
Stage-based deal tracking
Live portfolio management
Follow-ups with deadlines
Pricing comparison tools
Manager dashboard and rep tracking
Notes, @mentions, team inbox
Session recording and review
Coaching and feedback layer
Closerr is designed to solve the exact operational challenges that emerge as payment sales teams grow and scale.
Every rep follows a structured workflow — lead capture through to conversion — with task deadlines and follow-up accountability built in.
Every lead, deal, and merchant has a clearly assigned owner. No ambiguity about who is responsible for what.
Task management with deadlines, overdue tracking, and manager visibility means follow-up doesn't fall through the cracks.
Managers see activity as it happens — not just outcomes after the fact. Pipeline, tasks, demos, and rep performance are all visible.
Every presentation session is logged, linked to the lead/deal, and reviewable by managers. No more invisible demos.
One shared workspace where leads, deals, tasks, collaboration, and team performance live together — not scattered across tools.
Closerr structures the full sales cycle into a single, accountable workflow visible to reps and managers.
The team layer turns individual rep activity into a managed, visible, collaborative operation.
Shared CRM environment for the full sales organisation
Owner, Admin, Manager, Rep — each sees what they need
Leads and deals assigned to reps with clear ownership
@mentions, notes, and record-linked communication
Centralised feed for mentions, assignments, reviews
Demo review, coaching, performance oversight
A live walkthrough of the features most relevant to how your team operates.
Real-time metrics, pipeline by rep, leaderboard, and overdue tracking
Lead and deal assignment, task creation, and follow-up management
@mentions, contextual notes, and team communication linked to leads and deals
Real-time alerts for assignments, mentions, reviews, and coaching
Session scheduling, recording, and linkage to pipeline
Presentation review workflow, coaching comments, and team accountability
When the sales workflow lives inside the product, the entire operation becomes stronger.
Every rep follows the same structured process from lead to merchant
Structured capture and follow-up means fewer leads lost to chaos
Managers see real-time activity, not just end-of-week summaries
Task deadlines, demo logging, and accountability become systematic
Reminders and overdue tracking keep reps consistently active
Once team workflow is embedded, the product becomes operationally core
Start small, prove value, then expand across the team.
Start with one team or a small group of reps. Get real workflow data flowing through the system within the first week.
Gather structured feedback from reps and managers. Identify what's working and what needs tuning for your specific process.
Expand across all reps, managers, and teams. Full workspace with role-based access, assignment, and oversight enabled.

