Closerr
Quick Start Guide
Everything you need to get productive in 10 minutes. A condensed walkthrough for first-time users.
Closerr is a mobile-first sales operating system built for payment consultants and merchant services professionals. It brings your leads, pipeline, proposals, field tools, and team management into one app designed for how field sales actually works.
Whether you're a solo rep managing your own pipeline or a manager overseeing a team, the app adapts to your role. Everything connects to one workflow: capture a lead, qualify it, send a proposal, close the deal, and manage the live merchant.
Five tabs at the bottom of the screen give you access to everything.
Dashboard is your starting point each day — it shows tasks due, revenue metrics, priority actions, and hot leads. Leads holds every prospect. Pipeline tracks active deals through stages. Merchants is your live portfolio. More gives you access to every other tool: tasks, calendar, proposals, route planner, analytics, team management, and settings.
This is the sequence that keeps your pipeline moving. Follow it every day.
Open the app. Scan your KPI tiles, overdue tasks, and Today Command. This tells you exactly what needs attention right now.
Complete or reschedule anything overdue. A clean task list means nothing is slipping through the cracks.
Check the Pipeline tab. Focus on deals closest to closing — "Proposal Sent" and "Decision Pending" stages need your attention first.
Call or visit leads that are due for contact. Use quick actions (call, email, WhatsApp) directly from the lead list.
If you're in the field, use the Business Card Scanner or Territory Map to add new prospects. Every new lead enters the top of your funnel.
Add notes to any leads or deals you worked today. Create follow-up tasks for tomorrow. Never leave a record without a next action.
The best reps start and end each day in the app. Morning: check dashboard, handle overdue items, plan your calls. Evening: log what happened, set tomorrow's tasks. Five minutes each way keeps your pipeline honest.
You don't need to learn everything on day one. Start with these — they cover 80% of your daily work.
Capture prospects, track their status, and progress qualified leads into deals. The pipeline shows every active opportunity and its stage.
Create tasks from any lead, deal, or merchant. They surface on your dashboard and calendar so nothing gets forgotten.
Build a savings comparison in minutes. Enter current costs, set your offer, and share a professional proposal with the prospect.
Plan optimised visit routes for your day. Select stops from your leads and merchants, and the app orders them efficiently.
Point your camera at a card, and the app creates a lead automatically. No typing, no lost contacts.
AI analyses your deal context and suggests a pitch angle, next steps, and objection handling tailored to each specific opportunity.
Upload a merchant's processing statement. The app extracts the key data and feeds it into your proposal builder.
Find businesses near your location. Browse by type, tap to view details, and save interesting prospects directly as leads.
Once you're comfortable, explore Call Intelligence, Pipeline Analytics, Revenue Forecast, Templates, and the Leaderboard from the More menu. These add depth but aren't essential for your first week.
A simple plan to build the habit and get real value from the app quickly.
Set up. Log in, scan the dashboard, and add your first 3–5 leads. These can be existing prospects from your notebook or cards you've collected. Create a follow-up task for each one.
Start working leads. Make your calls. After each call, update the lead status and add a note about what happened. Create the next follow-up task before moving on.
Build your pipeline. Convert your best qualified leads into deals. Set estimated monthly volumes and expected close dates. Your pipeline and revenue metrics start to populate.
Try the field tools. If you're out visiting, use Route Planner to organise your stops. Use Territory Map to prospect between appointments. Scan any business cards you collect.
Send your first proposal. Use Quick Proposal for a deal that's ready. If you have a statement, upload it first with Statement Reader to pre-fill the numbers.
Review. Check your dashboard KPIs. You should now have active leads, deals in the pipeline, completed tasks, and a clear view of your week's activity. The system is working for you.
The app gets more valuable the more you use it. After a week of consistent use, your dashboard becomes genuinely useful — showing real priorities, real follow-ups, and real revenue numbers instead of empty screens.
Go to More → Support to access help guides and contact the support team directly.
Interactive walkthroughs are available from More → Guided Tours. These step through the app screen by screen. Start with the Core tour to understand the full sales workflow.
For detailed, feature-by-feature guidance, the Product Handbook covers every area of the app with step-by-step instructions, role-specific notes, and best practices.
If you're part of an organisation, your manager or admin can help with workspace setup, role assignments, and workflow questions. Use @mentions in notes to tag team members directly within records.
Closerr
Quick Start Guide · Version 1.0