Kloser CRM

Kloser CRM is the mobile-first CRM purpose-built for Wholesale Payments field sales reps and managers. Capture leads on-site, plan optimized routes through your territory, and track every visit with GPS-verified activity logging — all from your phone.

KEY FEATURES

• Lead Management — Add new leads in seconds with auto-fill from your current location, photo capture for storefront documentation, and structured pipeline stages from prospecting to signed.

• Map-Based Territory View — See your entire pipeline as pins on the map. Tap any lead to see context, history, and next action. Filter by stage, last visit, or assignment.

• Route Planning — Build optimized multi-stop routes from selected leads and start turn-by-turn navigation directly from the app.

• GPS Field Session Tracking — Start and end field sessions to automatically log your day's mileage and visit locations for management reporting.

• Quick Activity Logging — Log calls, texts, emails, and visits in two taps. Schedule follow-ups and let Kloser remind you when leads go stale.

• Built-In Communications — Send templated emails, SMS, and click-to-call from inside lead records. Communication history lives with the lead.

• Real-Time Lead Assignment — Managers route hot leads to the closest rep based on territory and current location. Push notifications alert reps the instant a lead lands.

• Push Notifications — Get instant alerts for new assignments, hot leads, upcoming activities, and overdue follow-ups.

WHO IT'S FOR

Kloser CRM is invite-only for Wholesale Payments sales teams. Access is restricted to @wholesalepayments.com accounts and managed by your team admin.

PRIVACY & DATA

Your data is used only to operate the app. We do not track you, do not sell data to third parties, and do not share with advertising networks. Location data is collected during active field sessions to power map and route features. Full privacy policy at kloser.wholesalepayments.org/privacy.