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About
This mobile CRM is designed for field sales teams to manage leads, optimize routes, and track visits with GPS verification. It offers features like on-site lead capture, territory mapping, and quick activity logging for efficient sales operations.
✓Lead management with auto-fill and photo capture
✓Map-based territory view with lead filtering
✓Optimized multi-stop route planning
✓GPS field session tracking for mileage and visits
✓Quick activity logging for calls, texts, and emails
✓Real-time lead assignment and push notifications
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What's New in Kloser CRM
1.0.4
June 3, 2026
This update focuses on faster, cleaner field work: • Contact cards now show full details: name, role, decision-maker status, phone, and email at a glance, without opening each contact. • Add or remove contacts directly from the Log Activity screen. • The on-screen keyboard no longer covers the field you're typing in (search, notes, and forms). • Cleaner layouts: removed extra empty space at the top of screens, with consistent spacing on every device. • Smarter route building: improved lead search and a helpful recovery path when a lead's address can't be mapped, with corrected addresses saved back to the lead. • Activities now honor your date filter, and completed activities show as completed everywhere. • Imported leads are geocoded so they appear on the map. • Performance and stability improvements, including a background-location fix on Android.
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FAQ
What is Kloser CRM?
Kloser CRM is a mobile-first CRM designed specifically for wholesale payments field sales representatives and managers. It helps users capture leads on-site, plan optimized routes, and track visits with GPS-verified activity logging.
Who can access Kloser CRM?
Access to Kloser CRM is invite-only and restricted to Wholesale Payments sales teams. Users require an @wholesalepayments.com account, and access is managed by their team administrator.
How does Kloser CRM handle lead management?
Kloser CRM allows users to add new leads in seconds with auto-fill from their current location, capture storefront documentation via photos, and manage structured pipeline stages from prospecting to signed deals.
Does Kloser CRM offer route planning features?
Yes, Kloser CRM includes route planning functionality. Users can build optimized multi-stop routes from selected leads and initiate turn-by-turn navigation directly within the app.
How is user activity tracked with Kloser CRM?
The app features GPS Field Session Tracking. Users can start and end field sessions to automatically log their daily mileage and visit locations, providing data for management reporting.
What kind of communication features does Kloser CRM provide?
Kloser CRM includes built-in communication tools, allowing users to send templated emails, SMS messages, and initiate click-to-call directly from lead records. Communication history is stored with each lead.
Is Kloser CRM available on multiple devices?
Kloser CRM is supported on iPhone, iPad, and iPod devices, making it accessible for sales teams using Apple's mobile ecosystem.
How often is Kloser CRM updated?
The latest version of Kloser CRM is 1.0.4, and it was last updated on June 3, 2026. This indicates a recent update, suggesting ongoing development and support.