Overview
Closer is built for the real job businesses are trying to do: convert interest into revenue with consistent follow‑up. It replaces scattered spreadsheets and chat messages with one simple system where ownership is clear, actions are tracked, and the pipeline is honest.
Context and constraints
Many businesses run on WhatsApp, calls, and quick decisions. That’s not a problem — until leads grow and the team grows. Then the same approach starts leaking money: “Did anyone follow up?”, “Who owns this lead?”, “Are we still waiting for the client?”, “What did we last say?” Closer was designed to keep the speed of small teams while adding the visibility and discipline needed to scale.
How we approached it
We designed Closer as a Lead‑to‑Deal operating system — a lightweight tool that matches how teams actually work. Instead of asking for perfect data upfront, it captures the minimum needed to act, keeps every deal’s story in one timeline, and makes “next step” obvious. The system stays flexible so each business can define its own stages and workflow, while still keeping ownership, accountability, and visibility clear.
What we built
- A lead inbox to capture and triage new enquiries quickly (from ads, website forms, or manual entry).
- Customizable stages so each business can define its own lead → deal journey without changing code.
- A deal timeline that keeps calls, notes, messages, and tasks in one place — so context is never lost.
- Clear ownership and assignment rules so every lead has a responsible person (and handoffs are visible).
- “Next step” and follow‑up reminders so deals don’t go silent without anyone noticing.
- A clean pipeline view that shows what’s moving, what’s stuck, and what needs attention today.
- Simple reporting built on real stage changes — so forecasts and updates match reality.
Key capabilities
- A single place to manage leads from first contact to closed deal.
- Fast daily updates — no heavy forms or cluttered screens.
- Visibility and accountability: ownership, next steps, and status are always clear.
- Flexible enough for different businesses, but structured enough to keep the pipeline honest.
- Designed for integrations (ads, forms, messaging) without turning the product into complexity.
Implementation notes
- We kept the product intentionally minimal: capture what’s needed to act, not to satisfy a database.
- Stages and workflow are configurable so the system fits different industries without rebuilds.
- We modeled the platform around stable concepts: lead, deal, activity, owner, next step.
- Permissions and access rules keep sensitive deal information visible only to the right people.
Outcome notes
- Teams spend less time searching for context and more time following up.
- Leads stop slipping through cracks because ownership and next steps are explicit.
- Managers get a reliable view of the pipeline without chasing updates.
- Businesses can scale their lead handling process without adopting a heavy CRM.
Key outcomes
Technologies