Closerr
Blinq

Closerr

A sales operating system for rep execution, manager visibility, and team accountability.

Prepared for Blinq
Closerr 01
The Operational Problem

Sales teams in payments run on
fragmented, invisible workflows

  • Leads live across notes, WhatsApp, spreadsheets, and memory — nothing is centralised
  • Follow-up discipline breaks down after the first or second touchpoint
  • Demos and presentations happen but are not logged or reviewed
  • Pipeline is often guesswork — not structured, auditable data
  • Managers see outcomes too late — not activity in real time
  • There is no single source of truth for team performance
  • Rep accountability is informal rather than operational
  • As teams grow, these gaps compound quickly
Closerr 02
Market Gap

Why generic CRM setups fail this workflow

Payment and merchant services teams have a specific operational cadence. Most tools were not built for it.

Too Broad

Built for generic sales — not card terminal, EPOS, or merchant services workflows

📱

Desktop-First

Field reps work mobile-first — most CRMs treat mobile as an afterthought

👁

Weak Oversight

Managers lack real-time visibility into rep activity, demos, and follow-up quality

No Demo Tracking

Presentations happen but are never recorded, reviewed, or coached against

🔗

Weak Collaboration

Contextual notes, mentions, and team communication live outside the CRM

📊

Hard to Standardise

Difficult to operationalise consistently across reps and managers at scale

Closerr 03
The Product

What Closerr is

A mobile-first CRM and sales operating system purpose-built for payments and merchant services.

Leads

Capture, qualify, assign

Pipeline

Stage-based deal tracking

Merchants

Live portfolio management

Tasks

Follow-ups with deadlines

📄

Proposals

Pricing comparison tools

👥

Team Oversight

Manager dashboard and rep tracking

💬

Collaboration

Notes, @mentions, team inbox

🎯

Demo Logging

Session recording and review

🔍

Manager Review

Coaching and feedback layer

Closerr 04
Relevance to Blinq

Why this matters for your team

Closerr is designed to solve the exact operational challenges that emerge as payment sales teams grow and scale.

Stronger Rep Execution

Every rep follows a structured workflow — lead capture through to conversion — with task deadlines and follow-up accountability built in.

Cleaner Ownership

Every lead, deal, and merchant has a clearly assigned owner. No ambiguity about who is responsible for what.

Better Follow-Up Consistency

Task management with deadlines, overdue tracking, and manager visibility means follow-up doesn't fall through the cracks.

Real-Time Manager Visibility

Managers see activity as it happens — not just outcomes after the fact. Pipeline, tasks, demos, and rep performance are all visible.

Accountable Demos & Presentations

Every presentation session is logged, linked to the lead/deal, and reviewable by managers. No more invisible demos.

A Clearer Operating Layer

One shared workspace where leads, deals, tasks, collaboration, and team performance live together — not scattered across tools.

Closerr 05
Core Value

Three pillars of operational value

Rep Execution

  • Structured lead capture from the field
  • Automated follow-up reminders
  • Demo and presentation logging
  • Proposal creation and comparison
  • Task management with deadlines
  • Mobile-first — built for the field

Manager Visibility

  • Real-time team performance dashboard
  • Pipeline and revenue by rep
  • Activity audit trail and task oversight
  • Leaderboard with time-range filters
  • Presentation session review
  • Overdue task and follow-up tracking

Team Accountability

  • Lead and deal assignment with ownership
  • @mentions and team notifications
  • Coaching comments and feedback loops
  • Role-based access (Owner → Rep)
  • Auditable demo and follow-up history
  • Team inbox for collaboration
Closerr 06
Operational Flow

From lead to active merchant account

Closerr structures the full sales cycle into a single, accountable workflow visible to reps and managers.

Lead Captured
Assigned
Followed Up
Demo / Presentation
Proposal Shared
Manager Visibility
Converted
Active Merchant
Retention & Growth
100%
Pipeline Visibility
Every
Demo Logged
Real-Time
Manager Oversight
Full
Accountability
Closerr 07
Enterprise Layer

Built for teams, not just solo reps

The team layer turns individual rep activity into a managed, visible, collaborative operation.

👥

Multi-User Workspace

Shared CRM environment for the full sales organisation

🔑

Role-Aware Access

Owner, Admin, Manager, Rep — each sees what they need

📌

Assignment

Leads and deals assigned to reps with clear ownership

💬

Internal Collaboration

@mentions, notes, and record-linked communication

🔔

Notifications & Team Inbox

Centralised feed for mentions, assignments, reviews

📊

Manager Review

Demo review, coaching, performance oversight

Closerr 08
Live Demo

What we'll show you today

A live walkthrough of the features most relevant to how your team operates.

1

Team Overview & Dashboard

Real-time metrics, pipeline by rep, leaderboard, and overdue tracking

2

Rep Ownership & Assignment

Lead and deal assignment, task creation, and follow-up management

3

Collaboration Inside Records

@mentions, contextual notes, and team communication linked to leads and deals

4

Notifications & Team Inbox

Real-time alerts for assignments, mentions, reviews, and coaching

5

Demo & Presentation Logging

Session scheduling, recording, and linkage to pipeline

6

Manager Review & Coaching

Presentation review workflow, coaching comments, and team accountability

Closerr 09
Strategic Value

Why this is strategically useful

When the sales workflow lives inside the product, the entire operation becomes stronger.

📋

Standardised Workflow

Every rep follows the same structured process from lead to merchant

🔒

Reduced Leakage

Structured capture and follow-up means fewer leads lost to chaos

👁

Improved Oversight

Managers see real-time activity, not just end-of-week summaries

Operational Discipline

Task deadlines, demo logging, and accountability become systematic

📈

Faster Follow-Up

Reminders and overdue tracking keep reps consistently active

🔄

Higher Switching Cost

Once team workflow is embedded, the product becomes operationally core

Closerr 10
Next Steps

Suggested path forward

Start small, prove value, then expand across the team.

1

Pilot

Start with one team or a small group of reps. Get real workflow data flowing through the system within the first week.

2

Workflow Review

Gather structured feedback from reps and managers. Identify what's working and what needs tuning for your specific process.

3

Phased Rollout

Expand across all reps, managers, and teams. Full workspace with role-based access, assignment, and oversight enabled.

Closerr 11
Closerr
Blinq

Closerr helps turn fragmented rep activity into a visible, accountable team operating system.

Team Pilot
Workflow Review
Phased Rollout
Closerr 12