Built for travel sales organizations

Travel sales and call center CRM—from first call to final commission.

Clozerz connects marketing, appointments, client records, sales, contracts, payroll, and reporting in one system designed for travel teams selling in person and over Zoom.

Marketing or sales Role-based access Isolated client data
Clozerz
Live workspace
ACTIVE CAMPAIGNDallas Zoom TestZoom · Sep 7–20 · Central Time
On track
Booked48this campaign
Showed3470.8% show rate
Sales12$62,400 gross
SALES WORKFLOWEverything stays connected
1Appointment
2Client
3Contract
4Payroll
Private by designYour organization. Your data.
New connected workflows

More of the daily operation now lives in one place.

From a rep's first booking through employee pay, Clozerz keeps every handoff connected and gives managers the detail they need without sending teams back to spreadsheets.

Marketing and appointment setting

Manage in-person and Zoom campaigns, book appointments, automate campaign-specific SMS and email reminders, record confirmations, and update Booked, Confirmed, Show, No-Show, Canceled, and NQ statuses from one Manifest.

Sales, contracts, and inventory

Start a sale directly from an appointment, keep customer details connected, select inventory, apply fees or waivers, assign sales roles, complete contracts, and manage sales placed on hold.

Commissions, payroll, and expenses

Calculate separate in-person and Zoom commission profiles, capture manager overrides, route receipt-backed expenses for approval, finalize payroll, and give each employee a private view of current and historical pay.

Performance reporting

Filter by date, campaign, active status, and employee to measure hours, appointments, shows, NQs, show rate, sales, gross and commissionable volume, cancellations, average volume, and total pay.

CampaignAppointmentSaleContractPayroll
One connected platform

Built around how travel teams actually operate.

Stop stitching together spreadsheets, forms, inboxes, and disconnected software. Clozerz keeps the full customer journey in one controlled workflow.

Campaigns that stay organized

Run in-person and Zoom campaigns with dates, schedules, locations, time zones, templates, and performance tracking.

Automated SMS and email reminders

Send scheduled appointment reminders by text and email using campaign-specific templates, times, and time zones. Track confirmations and work every guest through the Manifest.

Sales and contracts together

Move from appointment to sale without re-entering client details. Track inventory, fees, waivers, payments, contracts, and welcome calls.

Payroll from current pay to history

Calculate role-based commissions and marketing pay, approve expenses and receipts, manage held sales, submit payroll, and review finalized payroll history.

Employee portals with answers built in

Give employees permission-based access to hours, pay, booked appointments, show and NQ results, expenses, current payroll, and payroll history.

Reports built around the funnel

Compare campaigns, marketing performance, sales volume, cancellations, hold volume, commissions, and employee results.

Private by architecture

Your operation is visible to your team—not ours.

Each Clozerz organization runs in its own isolated data environment. Customer information, appointments, campaigns, sales, contracts, payroll, and receipts are not stored in a shared Global Admin database.

Global Admin retains company, plan, billing, license, and support-ticket details—but cannot browse your operational records by default.

Separate client data vaults

Every organization’s operating records remain isolated from other clients and from the global control plane.

Support only with your approval

If help requires access, your organization provides a one-time code for a temporary 60-minute support session.

Access follows the employee

Authentication, roles, and daily-workspace permissions control what each person can see and do.

Choose your operation

Marketing, sales, or the complete journey.

Start with the workflow you need today. Your information stays intact when your organization changes plans.

Marketing

$500/ month
First quarter$1,35010% introductory savings
First year$5,10015% introductory savings

For appointment-setting teams that need campaigns, booking, automated customer communication, manifests, reporting, and marketing payroll.

One-time onboarding: $500

  • Campaign and booking tools
  • Automated SMS and email reminders
  • Manifest, marketing reports, and payroll

Sales

$1,000/ month
First quarter$2,70010% introductory savings
First year$10,20015% introductory savings

For closing teams that need secure client records, sales workflows, contracts, inventory, commissions, and payroll.

One-time onboarding: $1,000

  • Sales and contract workflow
  • Inventory and commissions
  • Sales reports and payroll

Introductory savings apply to new organizations for the first prepaid term. Quarterly and annual subscriptions renew afterward at the standard plan price. New organizations may also qualify for a first-month-free option; onboarding fees still apply.

Frequently asked questions

What travel sales teams ask before a demo.

What is Clozerz?

Clozerz is secure CRM software for travel sales organizations and call centers. It connects marketing campaigns, appointment booking, manifests, customer records, sales, contracts, inventory, commissions, payroll, employee expenses, and reporting.

Can Clozerz support both in-person and Zoom sales campaigns?

Yes. Campaigns can be configured for in-person or Zoom appointments with their own dates, time zones, location or Zoom details, reminder templates, and performance reporting.

Does Clozerz automate appointment reminders?

Yes. Organizations can assign campaign-specific SMS and email templates, schedule reminders, include the campaign time zone, and track appointment confirmations.

Can Clozerz manage commissions, payroll, and employee expenses?

Yes. Clozerz supports role-based commission profiles, marketing pay, receipt-backed expense approval, held-sale handling, payroll submission, payroll history, and private My Payroll views for employees.

Can Clozerz administrators see every customer’s private business data?

No. Each customer organization operates in an isolated data environment. Global administration is limited to company, plan, billing, license, and support details by default, while operational records remain within the customer organization.

See Clozerz in action

Let's build the demo around your operation.

Tell us a little about your company and choose a convenient time. We'll tailor the walkthrough to Marketing, Sales, or the complete Clozerz workflow.

A focused walkthrough for your team Your questions answered live No obligation
Company information
Contact information
Demo preferences

Your information is used only to respond to your demo request.

Built to close the loop

From booked appointment to paid team—without losing the story in between.

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