Closearoo for B2B sales
Accounts, the people at them, and what you said you would do.
Closearoo is one loop: line up who to call, log what happened in one tap, and put the next action on a day before you hang up. An account with several people at it is the shape Closearoo was built around.
Every login is approved by hand.
The loop
Three things it does, every day.
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01The account holds the people
Contacts sit under the account and every touch on any of them rolls up to one timeline.
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02Nothing falls off the end
Say two weeks on the phone and the follow-up exists with its date on it before you hang up.
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03The week measured
Outreach against a floor you set, how much of the book has been contacted at least once, follow-ups kept, and the note for Friday already written.
Three days it is for
What the loop looks like from your desk.
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A named list you actually work
Filter the accounts down to the ones you want, send that list to tomorrow, and open the app to it already in order.
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Three people at one company
Contacts sit under the account, so a call to any of them is on the same timeline and you open the next one knowing what was said.
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The number on Friday
Outreach against the floor you set, calls logged, accounts contacted at least once, open and overdue follow-ups, and a written paragraph you can paste.
What Closearoo tracks for you
The words on the record.
A pack is labels, stages and cadences on the same loop. This table is read out of the B2B pack file the app itself draws from, so it is the words on the screen rather than a plan for them.
- The account
- Account
- The person
- Contact
- Who answers the phone
- Stakeholder, which is anybody else at the company who has to agree
- Stages
- ProspectContactedDiscoveryProposalWonLost
- Activities
- CallEmailMeeting
- How often to come back
- A tier A account at proposal every 3 days, one at discovery every 7, and a tier C account nobody has called every 30. Every cell in that table is a number you set once in Settings.
These words are on the screen from the moment a book is switched to this pack in Settings. The cadence numbers and the tier rule are starting values rather than researched practice, and they are the first thing to change in Settings.
Setting it up
Six steps, and you are calling.
- Ask for a login on this site. There is no signup, no trial and no card: one person reads the request and sends a one time password.
- Sign in and set a password of your own. The temporary one stops working the moment you do.
- Bring your list in, or start it by hand. The importer that exists today reads a CSV and wants an NPI on every row, because it was built against a prescriber registry, so until that changes you add records one at a time from the list screen.
- Set your targets in Settings: outreaches a week, calls a day, accounts activated, and the number of days without contact that counts as going quiet.
- Open Today. The list is already ordered by what is owed, what is slipping and who has never been reached. Take the first name, or start a Power Hour and take twelve.
- Log the call in one tap and put the next action on a day. Every number on the Reports page is made of that one step.
Questions
Asked before.
How do I get access?
You ask on this site and one person reads it. There is no signup, no trial and no card, because every login on Closearoo is granted by hand.
What can I import today?
A CSV, and the importer wants an NPI on every row because it was written against a prescriber registry. A plain account list is part of the pack work. Adding accounts by hand from the Accounts screen works today.
What does switching to this pack do?
A pack is labels, stages and cadences on the same loop. It renames what is on the screen, relabels the stage path, changes the call outcomes and the activity types, and puts the cadence table back to this pack's starting numbers. It changes nothing underneath: every record stays on the rung it is on, nothing is deleted, and switching back puts the old words on the same rows. An administrator does it from the Pack card in Settings.
Where did these numbers come from?
A builder, not a sales leader. The stage names read right and the cadence cells are sensible, but nobody running a desk like this has been asked yet, so treat every number on this page as a starting value and change it in Settings on the first day.
What does it not do?
It does not dial. A phone number is a link and your phone or your desk phone app is what opens it. It does not send email or text, and it does not read your inbox: what you sent somewhere else goes on the record as the note you type when you log the call. There is no map yet. There is no importer for another CRM, and no way in but a CSV.
Does it work on my phone?
It runs in the phone browser and installs to the home screen from there, so it opens without the browser bars around it. The screens fall to one column at that width. There is nothing to fetch from a store.
Nothing to install. One person. One next action.
A pack is labels, stages and cadences on the same loop. The B2B pack ships today and an administrator switches a book onto it in Settings, with every number in it a starting value. Ask for a login and the person who built it reads it.
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