Campaigns & reminders
Book in-person or Zoom appointments, manage time waves and time zones, and send campaign-specific SMS and email reminders.
Request Demo Built for sales teams across industries
All in One CRM for Sales & Marketing
Clozerz connects sales, e-Sign, commissions, and payroll for teams across industries, including travel, pest control, solar, and more. Use marketing and appointment tools when your team needs them.
Marketing or sales Role-based access Isolated client data
ClozerzACTIVE CAMPAIGNDallas Zoom TestZoom · Sep 7–20 · Central Time
On trackBooked48this campaign
Showed3470.8% show rate
Sales12$62,400 gross
SALES WORKFLOWEverything stays connected
1Client
2Sale
3e-Sign
4Payroll
Private by designYour organization. Your data.
One connected platform
From client records to final payroll.
Manage the sales workflow in one place, with appointment campaigns for teams that use them.
Manifest & customer records
Track confirmations, attendance, reschedules, marketers, customer details, and appointment history in one place.
Sales & payments
Carry client details into the sale, manage inventory and fees, send payment links, and complete welcome calls.
Flexible e-Sign
Upload PDFs, drag fields into place, and reuse drafts or templates. Up to three signers get separate links for signatures, initials, and read-only text.
Payroll & expenses
Calculate role-based commissions and marketing pay, approve expenses, handle holds, and review submitted payroll.
Reports & employee access
See campaign and sales performance while employees get permission-based views of appointments, expenses, and their pay.
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
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
For closing teams that need secure client records, sales workflows, contracts, inventory, commissions, and payroll.
One-time onboarding: $1,000
- Sales, payments, and e-Sign
- Inventory and commissions
- Sales reports and payroll
Both
$1,500/ month
Connect marketing and appointment campaigns with sales, e-Sign, commissions, and payroll.
One-time onboarding: $1,500
- Complete marketing suite
- Sales, e-Sign, and payroll
- One connected operating system
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 sales teams ask before a demo.
What is Clozerz?
Clozerz is secure sales and marketing CRM software for teams across industries, including travel, pest control, solar, and more. It connects customer records, sales, contracts, inventory, commissions, payroll, employee expenses, and reporting, with marketing campaigns and appointment tools when you need them.
Can we use Clozerz without appointment campaigns?
Yes. The Sales plan focuses on client records, sales, payments, e-Sign, inventory, commissions, and payroll. The Both plan brings those sales tools together with campaigns, reminders, and manifests for teams that also book appointments.
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 we reuse documents for e-Sign?
Yes. Upload a PDF, place signature, initials, and text fields visually, save drafts or reusable templates, and create separate signing links for up to three recipients. Read-only text appears for every signer.
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.
Share your contact details. Scheduling and company details are optional. 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
Built to close the loop
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