Closer is a pipeline-first CRM platform designed for fast-moving teams. We focused on workflow clarity, speed of use, and scalable foundations so the product can evolve without redesigning the core.
The Challenge
Teams needed a clean, fast way to manage leads and opportunities.
Workflows had to be consistent, measurable, and easy to adopt.
What We Built
- Pipeline stages and deal lifecycle
- Lead capture and enrichment-ready data model
- Activity timeline, notes, tasks, and follow-ups
- Reporting that reflects real operations
- Role-based access and clean permissions
UX Approach
- Workflow-first screens
- Low-friction updates
- Clear statuses and handoffs
Engineering Foundations
- Scalable platform structure
- Multi-tenant-ready thinking
- Security and access control
- Observability and reliability basics
Outcome
- Improved operational clarity and visibility across the pipeline.
- Reduced ambiguity in handoffs and follow-ups.
- A foundation that supports iteration without rework.