Book appointments into campaign waves
Set up in-person and Zoom campaigns with date ranges, appointment waves, capacity and time zones. Assign a marketing representative at booking so every appointment carries its source into the manifest.
Request DemoKeep appointment setting, Zoom and in-person sales, customer records, e-sign, payments and commissions connected in Clozerz.
Manage the handoff between marketers, closers and payroll without re-entering the customer’s story in each department.
Set up in-person and Zoom campaigns with date ranges, appointment waves, capacity and time zones. Assign a marketing representative at booking so every appointment carries its source into the manifest.
Track booked and confirmed appointments, shows, no-shows, cancellations and qualification outcomes. Reschedule appointments, review customer and spouse details, and keep customer notes alongside the sales record.
Use campaign-specific SMS and email templates for appointment reminders and confirmations. Include the correct campaign location or Zoom details and time zone. Communication requires your organization’s configured sending services.
Carry customer details into the sale worksheet, choose inventory and fees, and prepare documents for signature. Reuse PDF templates, send signing links, track signing progress and follow payment status through your configured payment gateway.
Schedule welcome calls after payment verification. Track completion, hold reasons and cancellations so the team can see what still needs attention before a sale moves into payroll.
Assign podium, representative, closer and manager roles to each sale. Use commission profiles, review marketing pay and employee expenses, carry held sales forward, and keep submitted payroll history available for review.
Clozerz focuses on presentation appointments, marketing attribution, signed sales and team pay. If your main requirement is booking flights, building itineraries or managing supplier reservations, review those needs separately during your demo.
Appointment-setting teams can organize campaign waves, confirmations and show outcomes. Clozerz works alongside configured phone and messaging services; it does not replace a phone carrier.
Closing teams can assign multiple sales roles, review commissionable volume and follow holds through payroll. The walkthrough can focus on your existing compensation process.
Organization records stay in an isolated data environment. Employee permissions control daily access, while support access requires your organization’s approval.
Share your contact details and area of interest. We’ll arrange a walkthrough of the appointments, sales or payroll features your team needs. Scheduling preferences are optional.