Everything we just shipped
A major feature drop focused on accountability, automation and admin control — everything you need to run a professional partner sales operation at scale.
Hot Leads
Flag any lead as hot with a single click. The flame icon toggles instantly with optimistic UI and persists via a dedicated PATCH endpoint. Hot leads sort to the top of every pipeline view automatically.
Audit Log
Every admin and partner action is now timestamped with IP address and stored permanently. View the full history in Settings → Audit Trail — paginated, filterable, exportable. Nothing happens in CloserOS without a paper trail.
Email Campaigns
Send targeted email campaigns directly from the CRM. Select leads by status, partner, team or industry — compose and schedule delivery. The built-in cron handles sending. No third-party tool required.
Bulk Follow-up Assign
Select multiple leads from the pipeline and set a single follow-up date for all of them in one action. Paired with the reminder cron, partners receive a morning digest email every day follow-ups are due.
Region Leader Commission Tier
A new Region Leader role sits above team leaders in the commission hierarchy at 35%. Combined with setter (5%), closer (10%), both (15%) and volume bonus (17.5%), commission structures now support real multi-tier sales organisations.
UTM Tracking & Source Attribution
Every inbound lead captures UTM parameters automatically. See exactly which campaigns, channels and partners are driving your pipeline — filterable in reports and visible on every lead detail page.
Auto Deal Builder
When a lead moves to PROPOSAL_SENT, the Deal Builder fires automatically — generating a quote and pushing it to TechBOS via webhook. No manual handoff between CRM and quoting.
Admin Leads & User Management
The admin leads page now includes website and physical address fields for richer lead profiles. The admin users modal adds team and region assignment directly — no SQL needed.
Canned Messages
Pre-written message templates are now fully DB-driven. Admins create, edit and organise canned messages from Settings — partners select them on the lead page to respond in seconds.
Settings Page Overhaul
Admin Settings now has a full Packages tab with CRUD for Industries, Tiers and Modules — all DB-driven. A new Audit Trail tab surfaces the complete action log directly in settings.
Your business has a sales team.
CloserOS runs it.
Whether you have 3 partners or 300, CloserOS gives you the infrastructure to manage, motivate and pay them — all from one dashboard.
Digital agencies
Recruit sales partners to sell your services. Track leads, manage commissions and see exactly which partners are performing — without spreadsheets or manual payouts.
Sales coaches & educators
Give your students or graduates a real sales environment to work in. Build a partner network around your methodology and track their results in real time.
SaaS & software companies
Add a referral and reseller layer to your existing product. CloserOS handles the pipeline tracking, lead attribution and commission calculations automatically.
Franchise networks
Run national sales campaigns with local closers. Each partner sees only their data; head office sees everything. Permissions and team structures built in.
Marketing & media companies
Monetise your audience by building a partner sales channel. CloserOS makes it easy to onboard, track and pay commission-based sales reps at scale.
Startups scaling sales
Not ready to hire a full sales team? Build a network of commission-only partners instead. CloserOS gives them a professional tool that keeps them motivated and accountable.
Everything in one system
CloserOS replaces your Google Sheets, WhatsApp groups and manual commission calculations with a single platform your whole team actually wants to use.
Partner dashboard & pipeline
Every partner gets their own dashboard with a live pipeline, overdue follow-ups, rank badge and commission summary. Leads move through stages with one click.
Live leaderboard & rankings
Real-time leaderboard showing rank, revenue, win rate and commission. Partners see their position and exactly how much separates them from the person above.
Automatic commission engine
Define commission rates per partner role — setter (5%), closer (10%), both (15%), volume bonus (17.5%) and Region Leader (35%). Every closed deal calculates commission instantly. Admins see pending vs paid per partner.
Team & region structure
Create teams with a leader and members, assigned to regions. Team leaders see their team's leads and commissions. Region Leaders oversee multiple teams. Admins see everything. Permissions enforced at every level.
DB-driven package builder
Define industries, package tiers and modules with live pricing — all managed from Admin → Settings, no code changes needed. Deal value calculates automatically on the call.
Activity timeline & notes
Every lead has a full chronological timeline — status changes, emails sent, notes added, and bulk actions. Admins see the complete history of every deal from the lead detail page.
Pipeline reports & analytics
Admin gets conversion funnel, revenue trend, source breakdown, team leaderboard and partner performance — filterable by partner, team, region and date range.
Hot leads
Flag priority leads with a single click. The flame icon toggles with optimistic UI and persists via a dedicated endpoint. Hot leads automatically sort to the top of every pipeline view.
Full audit log
Every action — lead creation, status change, bulk assign, bulk delete, settings update — is recorded with actor, timestamp and IP address. Full log in Settings → Audit Trail.
Built-in email campaigns
Send broadcast emails from the CRM to any segment of your lead list. Filter by status, partner, team or industry. Follow-up sequences with parentCampaignId chaining. Powered by Resend.
Bulk follow-up assign + daily reminders
Select any group of leads and set a follow-up date in one action. A daily cron at 7 AM EST emails each partner their personalised list of due follow-ups.
Sortable columns
Click any column header to sort ascending or descending — business name, status, partner, follow-up date, estimated value, deal value and commission. Sorts stack with all active filters.
UTM tracking & source attribution
Inbound leads automatically capture UTM parameters. See which campaigns, channels and partners drive your pipeline — filterable in reports and visible on every lead detail page.
Auto Deal Builder
When a lead hits PROPOSAL_SENT, the Deal Builder fires automatically — generating a quote via webhook to TechBOS Quote API. No manual handoff between CRM and quoting system.
Canned messages
Pre-written message templates stored in the database. Admins create and organise templates from Settings — partners select and send them on the lead page in seconds.
Full white label branding
Set your brand name, short code, colours and domain via environment variables. Your partners see your brand everywhere — sidebar, emails, login screen. Not CloserOS.
Simple, predictable pricing
No per-seat fees. No hidden costs. One flat monthly price based on your partner volume.
- ✓Up to 5 active partners
- ✓1 admin account
- ✓Full pipeline & lead management
- ✓Commission tracking
- ✓Package builder (up to 5 industries)
- ✓Email notifications
- ✓Partner leaderboard
- ✓Activity timeline & notes
- ✦Hot leads
- ✦Sortable lead columns
- ✦Follow-up reminder emails
- ✓Up to 20 active partners
- ✓3 admin accounts
- ✓Team & region leader structure
- ✓Volume bonus + Region Leader commission
- ✓Unlimited package industries
- ✓Pipeline reports & analytics
- ✓CSV import / export
- ✓White label branding
- ✦Audit log
- ✦Email campaigns
- ✦Bulk follow-up assign
- ✦UTM tracking & source attribution
- ✦Auto Deal Builder
- ✦Canned messages
- ✦Sortable columns
- ✓Unlimited partners
- ✓Unlimited admins
- ✓Everything in Growth
- ✓Custom domain deployment
- ✓Full white label (your brand only)
- ✓Priority support
- ✓Onboarding & setup included
- ✓Quarterly strategy review
- ✦All new features first
✦ Amber features are part of the latest release · All plans include a 14-day free trial
Your brand. Your platform.
Zero trace of CloserOS.
Deploy CloserOS under your own brand in minutes. Every screen, email, notification and audit log entry shows your name — not ours.
- Your brand name and logo badge in the sidebar and login screen
- Your brand colour scheme throughout the entire interface
- All system emails — notifications, campaigns, reminders — sent from your domain
- Custom domain deployment (e.g. crm.yourbrand.com)
- Configure via environment variables — no code changes needed
- "Powered by CloserOS" attribution optional — fully removable on Agency plan
Environment variables
Deployed to crm.acmedigital.com in under 30 minutes