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Sales operations for telecom teams

From first lead
to final commission.

Bring your leads, calls, territories, referrals, and sales compensation together. Clozr gives reps the tools to follow up and managers the visibility to run the operation.

Book a demo Explore the platform
Clozr / rep workspace
Fiber campaignNew lead

Hot leads

3 new today
AC
Alex CarterFacebook Lead Ads · just now
Hot
MR
Maria ReyesReferral partner · 18 min ago
Assigned
Interested in
Fiber internet
Best time to call
Mornings
Assign lead →

Illustrative workflow with sample data. Commission figures come from imported carrier reports, not from the call itself.

For telecom sales agencies, dealer organizations, and teams that run call-center and field sales together.Leads · Calls · Video · Territories · Referrals · Commissions

01 / The platform

Everything between the first
hello and the final statement.

Clozr connects lead management, calling, field territories, referrals, commission administration, and team onboarding, so each step starts from the last.

02 / Calling & routing

Every incoming call
has a clear path.

Known callers reach the rep who owns them. New callers follow your line’s priorities. Reps work from the browser with the lead, script, and notes already open.

  • Owner-first inbound routing. Browser, then cell fallback, then the owner’s voicemail. Agent priorities, optional rotation, and English/Spanish IVR for new callers.
  • Browser calling. Inbound and outbound calls through Telnyx, with mute, hold music, keypad, and warm transfers with a consultation step.
  • Missed-call recovery. Missed calls and voicemails are tracked, assigned, and followed up, including an automatic assignment sweep.
  • Recording when enabled. Playback in the lead record, with optional speech-to-text transcription.
Clozr / inbound call
Incoming callRinging
(555) 010-4410Fiber sales line · English
Caller match
Existing lead Dana Brooks, owned by Jordan Lee.
Route to owner →

Route

Known caller
  1. Jordan Lee · browserLead owner
    NextRingingNo answer
  2. Jordan Lee · cellCell fallback
    StandbyRingingAnswered
  3. Jordan’s voicemailFiled and texted to Jordan
    StandbyNot needed

New callers follow the line’s agent priorities, rotation, and language.

Illustrative interface with sample data. No calls, messages, or records are made.

03 / Video consultations

Take the conversation
face to face.

Send a private video link by text or email. The customer joins 1-on-1 from their browser, and the rep shares their screen to walk through the offer.

  • No app for the customer. They join from a private link on their phone or computer, with no account to create. Each link expires after 24 hours.
  • Invite by text, email, or both. Reps start the call from the lead they already have open, with the customer’s name filled in.
  • A waiting room the rep controls. The customer waits until the rep accepts. If the rep declines, the customer is asked to reschedule.
  • Screen sharing, with your brand. Reps share their screen to go through the details, and the invite and join page carry the logo set for that line.
Clozr / video consultation
Video chatNew invite
AC
Alex Carter(555) 010-2231 · Fiber 1 Gig
Send the invite by
TextEmailBoth

Private link · expires in 24 hours

Send invite →

Customer’s screen

No app needed

Messages

Text · 10:30 AMHarbor Fiber: Hi Alex, Jordan is ready for your video call. Join: clozr.app/video_join.php?s=K7P2QX Reply STOP to opt out.

HFHarbor Fiber You’re invited to a live video call No app or account needed. Your camera turns on when your rep connects. Your representative has been notified. Please wait for them to join.
Consultation in progress JL Jordan Lee · Harbor Fiber You

Illustrative interface with sample data. No calls, messages, or records are made.

04 / Leads, pipeline & calendar

Turn today’s conversation
into the next action.

Leads arrive from your sources into one workflow. Every rep knows what they own, what is due, and what happens next.

  • Lead capture. Facebook Lead Ads mapped to campaigns, referral and affiliate forms, inbound callers and voicemails, CSV imports with a preview, and manual hot leads.
  • Focused pipeline views. New, hot, pipeline, favorites, sold, referrals, incoming, and voicemails, with outcomes and notes on every record.
  • Calendar and reminders. Call backs and appointments with advance reminders and snooze, through the notification channels you configure.
  • Clean handoffs. Accept/decline transfers with a handoff note, admin reassignment, pipeline limits, cooling-off periods, and an internal Do Not Call list.
Clozr / calendar
Follow-upChoose a time
AC
Alex Carter(555) 010-2231 · Interested
Schedule a call back
Wed 17Thu 18Fri 19
10:0010:3011:00

Remind me 10 minutes before

Save call back →

Calendar

1 call back2 call backs · 1 appointment
  • Luis OrtegaCall back
  • Alex CarterCall back · remind 10 min before
  • Kim NguyenAppointment

Illustrative interface with sample data. No calls, messages, or records are made.

05 / Maps & territories

Show field reps where
to work next.

Draw a territory, assign it, and let reps update leads from the map, alongside the calling workflow the office already uses.

  • Territories and bulk assignment. Draw areas on the map, assign them to reps, and filter by location, status, batch, or rep.
  • Work from the map. Create leads, update status, search addresses, and see every unit at one address in multi-dwelling buildings.
  • Coverage overlays. FCC coverage for AT&T fiber, competing fiber, cable, and 5G, plus coverage-based prospect filters and area demographics.
  • Your statuses. Configurable lead statuses, colors, icons, and rule-based classification.
Clozr / lead map
MWLake North · Marcus Webb
TerritoriesDraw area

Draw tool active

Click around the blocks you want to assign.
Start drawing →

Illustrative map with fictional streets and sample leads.

06 / Commissions, escrow & statements

Compensation your reps
can actually follow.

Complex pay plans stay explainable: every split, override, chargeback, and escrow movement is visible from the transaction to the statement.

  • Rates, overrides, and splits. Product commission amounts by rep, leader overrides by subordinate and product, and deals split between reps.
  • Imported reports. Supported payroll and commission reports become tracked transactions and adjustments.
  • Chargebacks and escrow. See chargebacks’ effect on earnings, and escrow held, released, and remaining, with release history.
  • Statements. Generate PDF payroll statements, preview and email them to reps, and give reps self-service access to their earnings.

Clozr calculates and documents compensation. It does not move money, process payments, or file taxes.

Clozr / commissions

Transactions

Sep 1–15 · Jordan Lee
DateCustomerProductCommission
Sep 4R. AlvarezFiber 1 Gig Split$180.00
Sep 6K. NguyenFiber 500$140.00
Sep 9T. MooreChargeback−$120.00
R. Alvarez · Fiber 1 GigTransaction
Commission
$180.00
Imported
Sep 15
Source
Carrier payroll report
Show split →

Illustrative statement with sample figures. Clozr records compensation; payouts happen outside Clozr.

07 / Referrals & partners

Give referral partners
a reason to send more.

Partners get a simple way to send leads and see what they have earned. Your team gets the lead, the context, and an approval step before anything is owed.

  • Affiliate portal. Profile, leads, commissions, and messaging, with unique referral links and downloadable QR codes.
  • Referral forms. Public landing forms and partner-side submission with your campaign branding, plus duplicate and self-referral checks.
  • Commission rules. Product-based rates, individual overrides, and volume-tier multipliers. Rep-recorded sales create pending commissions for approval.
  • Payout records. Track approved, unpaid, and paid amounts with payout method and reference, plus a W-9 collection workflow.
Clozr / affiliate portal
Quinn Jenkins · partnerReferral sent
Refer a customer
Name
Nina Park
Phone
(555) 010-7781
Interested in
Fiber internet
Submit referral →

Nina Park

Referral status
  1. SubmittedDuplicate check passed
  2. Assigned to a repPriya Shah
  3. Sale recordedFiber 500
  4. CommissionAwaiting admin approval
Pending$0.00$75.00
Approved$300.00
Paid$225.00

Illustrative interface with sample data. No calls, messages, or records are made.

Team operations

From invitation to approved access,
with less paperwork.

Recruit reps and partners through onboarding packets, signed documents, and one approval step that creates their account.

  • Onboarding packets

    Build intake forms with required and custom fields, then group forms and documents into packets you can duplicate and reorder.

  • Electronic signatures

    Place and resize fields on uploaded documents, collect signatures, and countersign on the business side.

  • Invitations

    Invite applicants by email, SMS, or a shareable link. Track submissions, then reissue or revoke invitations.

  • Approve and provision

    Approve applicants and create their rep or affiliate account. Deactivate and reactivate access when needed.

08 / Reporting & coaching

See where performance
needs attention.

Sales results, lead follow-up, and rep activity come from the same records your team works in every day, so the numbers and the work agree.

  • Revenue and commissions. Company profit from the commission ledger, trends, leaderboards, top products, and chargeback rates.
  • Calls and pipeline. Agent call activity, answered calls, call duration, lead-status breakdowns, and agent pipeline visibility.
  • Advertising funnel. Lead arrival through interested, sold, or lost. Enter ad spend manually or retrieve Meta ad spend to see cost per lead and cost per sale.
  • Coaching. Response time, uncontacted leads, and owner inbound-call handling, with scheduled weekly agent reviews.
Clozr / performance

Fiber campaign

7 days30 daysQuarter
Avg. first response—7 min
Uncontacted leads—4
Sales—38
Cost per sale—$142
Leads arrivedSoldSep 1 – Sep 30
InsightChoose a period
Filter by arrival period or activity period, and by campaign.
Last 30 days →

Illustrative dashboard with sample data. Figures are not customer results.

09 / And the rest

The rest of the operation,
in the same place.

The work around the sale: receipts, customer video calls, team conversations, contests, and the controls that keep access in order.

  • Expenses and reimbursements

    Reps photograph receipts, with optional AI extraction for images. Approved amounts enter the payroll ledger. CSV, PDF, and QuickBooks-friendly exports.

  • Rep dashboard

    Each rep sees their own pipeline, call backs, commission trends, sales ranking, and payroll statements.

  • Team messaging

    Announcements and direct messages between admins, reps, and partners, with attachments and unread indicators.

  • Sales contests

    Run contests and leaderboards with the optional Gamification module.

  • Administration

    Separate admin, rep, and partner portals with role-scoped access, admin SMS two-factor sign-in, and backups.

  • APIs

    APIs for supported lead, territory, transaction, reporting, device, and notification workflows.

10 / Use cases

Built around how
sales teams actually work.

Most teams run more than one of these at once. That is the point: one record, whether the customer called in, was referred, or was met at the door.

Call centers

Answer faster and lose fewer callers.

  • Owner-first inbound routing with agent priorities
  • Missed-call and voicemail follow-up
  • Response-time and inbound-handling coaching

Telecom agencies

Keep carrier sales and compensation straight.

  • Supported AT&T customer and payroll report imports
  • Overrides, splits, chargebacks, and escrow
  • PDF statements reps can check themselves

Field sales teams

Put the office and the street on one plan.

  • Drawn territories and bulk assignment
  • Status updates from the map, unit by unit
  • Fiber, cable, and 5G coverage overlays

11 / Questions

Straight answers.

What Clozr does today, and what it does not claim to do.

Ask us something else
Who is Clozr built for?

Telecom sales agencies, dealer organizations, and teams that combine call-center and field sales. It connects lead management, calling, territories, referrals, commission administration, and onboarding in one system.

Does Clozr dial automatically?

Clozr is built around browser click-to-call and inbound routing: reps place and take calls in the browser with the lead, script, and notes in view. It is not a predictive or multi-line automatic dialer.

Does Clozr pay my reps?

Clozr calculates commissions, overrides, splits, chargebacks, and escrow, produces PDF statements, and records payouts with a reference. Money moves through your existing payroll or banking provider, not through Clozr.

Can I bring in my existing data?

Clozr imports supported lead CSV files with a preview, supported AT&T customer exports, and supported payroll and commission reports. We will confirm your formats during the demo; other systems may need review.

Do customers need an app for video calls?

No. The rep sends a private link by text or email, and the customer joins from the browser on their phone or computer, with no app or account. The link expires after 24 hours.

Is there a mobile app?

Clozr runs in the web browser. Mobile app support for reps and admins is in progress, and we will walk you through what is available today during your demo.

Where does AI show up?

Optional AI extraction reads the amount, date, and vendor from receipt images, and call recordings can optionally be transcribed. Clozr does not claim AI lead scoring or AI call coaching.

Does the Do Not Call list make us compliant?

The internal Do Not Call list and calling rules help your team respect contact preferences. They are product features, not a legal-compliance certification or external DNC scrubbing.

Can referral partners use Clozr?

Yes. Partners get their own portal with referral links, QR codes, submitted leads, commission status, and messaging with your team.

Book a demo

See Clozr with
your own workflow.

Tell us how your team sells. We will walk through the parts of Clozr that fit, using your lead sources, carriers, and commission rules as the starting point.

  • A walkthrough of the modules you care about
  • Answers about imports, routing, and pay plans
  • A straight view of what Clozr does and does not do
Most interested in (optional)