• 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.
• Real-Time Lead Assignment — Managers route hot leads to the closest rep based on territory and current location.
Capture leads on-site, plan optimized routes through your territory, and track every visit with GPS-verified activity logging — all from your phone.
• Route Planning — Build optimized multi-stop routes from selected leads and start turn-by-turn navigation directly from the app.
Kloser CRM is the mobile-first CRM purpose-built for Wholesale Payments field sales reps and managers.