# Kloser CRM — Field CRM for sales teams > Mobile CRM for wholesale payments field sales teams to manage leads, routes, and activities. (iPhone/iPad app by The Credit Wholesale Company Inc.) - Source: https://appshunter.io/ios/app/kloser-crm/id6763973383 (this page in markdown: same URL + `.md`) - Developer: [The Credit Wholesale Company Inc](https://appshunter.io/developer/1617660387) - Category: Business, Productivity - Price: Free - Rating: 5.00/5 from 3 App Store ratings · 2 written reviews indexed - Age rating: 4+ - Requires: iOS 15.0 · 48 MB - Languages: American English - Released: 2026-05-14 - Data updated: 2026-08-05 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/kloser-crm/id6763973383/reviews.md ## What is Kloser CRM? Kloser CRM is the mobile-first CRM purpose-built for Wholesale Payments field sales reps and managers. Capture leads on-site, plan optimized routes through your territory, and track every visit with GPS-verified activity logging — all from your phone. KEY FEATURES • Lead Management — Add new leads in seconds with auto-fill from your current location, photo capture for storefront documentation, and structured pipeline stages from prospecting to signed. • Map-Based Territory View — See your entire pipeline as pins on the map. Tap any lead to see context, history, and next action. Filter by stage, last visit, or assignment. • Route Planning — Build optimized multi-stop routes from selected leads and start turn-by-turn navigation directly from the app. • GPS Field Session Tracking — Start and end field sessions to automatically log your day's mileage and visit locations for management reporting. • Quick Activity Logging — Log calls, texts, emails, and visits in two taps. Schedule follow-ups and let Kloser remind you when leads go stale. • Built-In Communications — Send templated emails, SMS, and click-to-call from inside lead records. Communication history lives with the lead. • Real-Time Lead Assignment — Managers route hot leads to the closest rep based on territory and current location. Push notifications alert reps the instant a lead lands. • Push Notifications — Get instant alerts for new assignments, hot leads, upcoming activities, and overdue follow-ups. WHO IT'S FOR Kloser CRM is invite-only for Wholesale Payments sales teams. Access is restricted to @wholesalepayments.com accounts and managed by your team admin. PRIVACY & DATA Your data is used only to operate the app. We do not track you, do not sell data to third parties, and do not share with advertising networks. Location data is collected during active field sessions to power map and route features. Full privacy policy at kloser.wholesalepayments.org/privacy. ## Key features - 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 ## Recent user reviews (2 of 2) All indexed reviews: https://appshunter.io/ios/app/kloser-crm/id6763973383/reviews.md ### 5/5 — Best CRM *2026-06-20* ⭐⭐⭐⭐⭐ Kloser has been a huge improvement for our team. It’s fast, easy to use, and keeps everything organized in one place. The app continues to get better with every update, and it’s made managing leads and follow-ups much more efficient. Highly recommend for any sales team. 🚀 ### 5/5 — Sales Rep *2026-05-27* Best sales CRM ever! ## Frequently asked questions about Kloser CRM ### 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. ## Version history (last 4 releases) ### 1.0.6 — 2026-07-22 -UI Updates -Bug Fixes -New Stages ### 1.0.4 — 2026-06-03 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. ### 1.0.3 — 2026-05-26 Sign-in reliability Sign in with Google and email/password are now routed through native networking, eliminating intermittent "Network error during authentication" and "Load failed" toasts. Mobile UX polish • Create Lead is more reliable when typing on iPhone (keyboard handling, draft state) • Activity bottom sheets no longer clip on notched iPhones • Friendlier offline-sync and session-ended toasts when the app loses connectivity or your session expires ### 1.0.2 — 2026-05-14 No release notes. ## More apps by The Credit Wholesale Company Inc - [Basil Backoffice](https://appshunter.io/ios/app/basil-backoffice/id6739566791) - [My Kanopy](https://appshunter.io/ios/app/my-kanopy/id6748657096) All apps by The Credit Wholesale Company Inc: https://appshunter.io/developer/1617660387 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-05.*