Closearoo for small business
The businesses on your street, and every quote you promised.
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. Nothing in that changes for a desk that calls the shop on the corner rather than a hospital.
Every login is approved by hand.
The loop
Three things it does, every day.
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01The business is the record
The owner and whoever runs the counter sit under it, and every call, note, follow-up and visit sits on the one record.
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02One tap to log it
An outcome, a note and the day you said you would call back, in about the time it takes to hang up.
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03A week you can read
Calls made, owners reached, promises kept and what is overdue, counted rather than remembered.
Three days it is for
What the loop looks like from your desk.
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A street you have never called
Open Today and the order is already made. Twelve names go into a Power Hour, each outcome is one key, and the hour ends with the follow-ups sitting on their days.
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The quote nobody chased
Move the business to Quoted and set the day to come back. On that day it is at the top of the list with the reason on it, and it is on the calendar too.
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The owner who is only in on Fridays
Log who you actually spoke to and what they told you about the hours. It is on the record the next time anybody opens it, so nobody rings at the wrong time twice.
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 small business pack file the app itself draws from, so it is the words on the screen rather than a plan for them.
- The account
- Business
- The person
- Owner
- Who answers the phone
- Manager, which is whoever is behind the counter when the owner is out
- Stages
- ProspectContactedReachedQuotedWonLost
- Activities
- CallEmailVisit
- How often to come back
- A tier A business at quoted every 3 days, one at reached every 7, and a tier C business nobody has called every 21. 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 business list is part of the pack work. Adding businesses 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.
Is there a quote or an invoice in here?
No. Quoted is a rung on the stage path and what is on the quote is the note you type, because there is no quote record, no price field and no invoice in this app. If that is the part you need, this is the wrong tool for it.
Where did these numbers come from?
A builder, not somebody who calls local businesses for a living. The stage names read right and the cadence cells are sensible, but nobody working this desk 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 small business 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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