ClosersHQA sales app for your industry
It speaks your industry.
Pick yours when you start. The words, the meeting types and the fields on each prospect change to match how you sell.
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Financial services
Advisors and agents: invites, KTs, opportunity meetings and recruiting.
- Meetings are called Zoom invites and KTs.
- Recruiting is switched on, with recruit counts on your dashboard.
- Weekly opportunity meetings and KT slots to book people into.
Real estate
Buyers and sellers: consultations, listing appointments and showings.
- Meetings are Buyer consultations and Listing appointments.
- Each prospect has Buyer or Seller, a property address and a meeting address.
- Open houses and appointment times replace opportunity meetings.
Solar
Homeowners: consultations, site surveys and installs.
- Meetings are Consultations and Site surveys.
- Each prospect has a property address, utility and monthly bill.
- Info sessions and survey times to book people into.
B2B sales
Selling to businesses: discovery calls, demos and decision makers.
- Meetings are Discovery calls and Demos.
- Each prospect has a company and a decision maker.
- Email is the default way to follow up, opened in your own mail app.
Something else?
Name your own.
Choose “Other” and name your two kinds of meeting yourself. You can change industry at any time in Settings.
Questions
Which industries does ClosersHQ work for?
It has versions for financial services, real estate, solar and B2B sales, and you can name your own. Choosing one changes the wording, the meeting types and the prospect fields to match how that industry sells.
What if my industry is not listed?
Choose “Other” and name your two kinds of meeting yourself. Everything else works the same way.
Can I change industry later?
Yes. You can change it at any time in Settings. Your prospects, calls and goals stay as they are.
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