ClosersHQGuide
ClosersHQ vs a CRM: what is each one for?
A CRM is your company’s record of customers, accounts and deals. ClosersHQ is a rep’s own tool for the calls: it shows who to call next, sets the follow-up, and keeps your goals and journal. It works alongside a CRM and does not replace one.
What does a CRM do?
A CRM (customer relationship management system) is the system of record. It holds every customer and deal for the whole company, who owns each one, and what stage it is at. Managers report from it, and in regulated industries it is often where the firm keeps what it must keep.
What does ClosersHQ do?
ClosersHQ is for the time you spend prospecting. Call Session puts one person on the screen with a Call button. When the call ends you tap what happened, and the next call date is set for you. Around that sit your goals with a pace gauge, a short daily journal and a dashboard you build yourself.
How are they different?
- A CRM answers “what do we know about this customer?” ClosersHQ answers “who do I call now?”
- A CRM is shared across the company. ClosersHQ is private to you unless you join a team.
- A CRM usually holds deal and account details. ClosersHQ has no fields for financial account information, by design.
- Many CRMs can send emails or texts. ClosersHQ never sends anything: your own wording opens in your own Messages or mail app and you press send.
Can I use both?
Yes, and that is how it is meant to be used. Your company’s CRM stays exactly as it is. You can bring a list into ClosersHQ from a spreadsheet file or your phone’s contacts, work it there, and download your records whenever you want.