The CRM for the field
For sales teams that call, visit and close.
Calls logged by the phone. Visits proven on the spot. Every email, SMS and WhatsApp in one inbox. And a manager who sees the team’s day as it happened, not as it was remembered.
Web app for everybody · Android app for reps, online or not
Tuesday 13 October
Good morning, Ayesha
14
calls
3
visits
5
to do
- RKCall back Rashid KhanDue 11:00 · Lead
- NTVisit Nova TextilesGulberg · 2.1 km
- SMSend the proposal to SanaDeal · Business plan
- ABReply from Ali ButtWhatsApp · 2 min ago
Built for the day a rep actually has
The work happens on the phone and on the road. So does the record of it.
Calls log themselves
The rep dials from the company phone and CloseLoom files the call on the lead: who, when and how long. One tap for the outcome, and the recording follows when the company keeps them.
Visits proven where they happen
Check in at the client’s door with the phone’s location and photos from the in-app camera. A visit that does not add up is flagged for the manager, not taken on trust.
Every conversation in one inbox
Email, SMS and WhatsApp to a lead sit in one thread on its record, including texts sent from and received on the rep’s company SIM.
One system, three seats
Everybody sees what they need, and nothing they should not.
Reps, managers and admins each have their own view. A rep sees their own records or their team’s, as the company chooses, and a manager reads their whole downline.
The rep
A day that starts with what to do next.
- Today: calls, visits and tasks due, with Log a call, Check in, New lead and Inbox one tap away
- Works without signal: everything is on the phone and syncs when it can
- Send a brochure or a quote as a link and see when the prospect opens it
The manager
The team’s day, as it happened.
- A dashboard with calls, visits, targets and a map of where the team has been
- Flagged visits to review, inactivity alerts, and a daily report by email, SMS or WhatsApp
- Every call and its recording on the Calls page, and AI call reviews against your scorecard
The company
One place for what you sell and how you sell it.
- Products with their prices, marketing kit and the people who sell them
- Pipelines, quotes that wait for approval above a discount, and acceptance online
- Automations that follow up, assign and remind without anybody remembering to
Signal or not
The app works in the basement, the lift and the next town.
The rep’s leads, accounts, deals and tasks live on the phone. Calls are logged, visits are checked in and notes are written with no connection at all, and everything syncs on its own when the phone is back online. When two people change the same record, each field is reconciled rather than one person’s work overwriting the other’s.
Offline first
The phone’s copy is what the rep works from.
Syncs itself
In the background, and as soon as signal returns.
Two-factor
Optional for everybody, on the web and the phone.
One phone per rep
When the company says so, signing in on a new phone signs the old one out.
And the rest of a CRM
Everything else, done properly.
Getting started
Working by this afternoon.
- 1
Sign up
Name your company, confirm your address and pick a pipeline template. The setup guide walks you through the rest.
- 2
Bring your team and your leads
Invite reps and managers by email and import your leads from a spreadsheet, with the columns matched for you.
- 3
Put the app on their phones
Reps sign in on Android, and their first calls and visits are on your dashboard the same day.
See your team’s day the way it really happened.
Start a free trial in a few minutes. Invite your team, put the app on their phones and watch the first calls arrive.