The B2B CRM built for Indian consulting, advisory and professional services firms. Sales discipline, weighted pipeline intelligence and full data ownership — deployed into your own cloud account.
Your team logs deals. But deals close without reasons. Clients go cold without alerts. New contacts get added without checks. At the end of the quarter, no one can explain why three opportunities disappeared from the pipeline. Global CRMs weren't built for the way Indian B2B teams work — relationship-led, approval-driven and deeply privacy-conscious. Xpert Closr was.
Every new client enters through a structured gate — submitted, reviewed, approved or rejected with a recorded reason. Duplicates flagged automatically. Your pipeline stays clean from day one.
Every stage carries a probability. Lead at 10%. Proposal at 75%. Won at 100%. Your forecast shows what your pipeline is actually worth — not what your most optimistic advisor said last Friday.
Log calls, meetings, emails, WhatsApp conversations and notes against every client. Capture duration, outcome and follow-up date. The full relationship history, always one click away.
Daily, weekly and monthly views. Advisor leaderboard. Activity by type. Automatic stale client flagging — any client with no contact in 7+ days is surfaced immediately. No client goes cold unnoticed.
Every deal that closes — won or lost — requires a reason before it moves. Over time this builds a proprietary intelligence layer on why you win and why you lose. Most firms never have this data. Yours will.
Create tasks linked to clients, assign to advisors, set priority and due dates. Overdue tasks flagged automatically. Nothing gets forgotten because no one checked their email.
Every other CRM stores your client data on their servers — in the US, in the EU, under their terms, visible to their engineers. You don't own your own pipeline.
Xpert Closr deploys into your cloud account. Your Firebase project. Your Google Cloud infrastructure. We provide the software. You own everything underneath it.
"When you cancel a global CRM, they hold your data until you export it. When you leave Xpert Closr, you already have everything — because it was always yours."
Stored in your own Firebase project, in your Google Cloud account. Not ours.
Your IT team can audit, back up and manage everything — no vendor access required.
Built around India's Digital Personal Data Protection Act from the ground up.
Your client relationships and pipeline data are yours — permanently and completely.
AES-256-GCM field-level encryption
4-role access control — Admin, Manager, Advisor, Read-Only
Immutable audit trail on every action
Multi-tenant data isolation
Executive search & recruitment firms
Management consulting practices
Financial advisory & wealth management
B2B professional services with structured sales cycles
Sweet spot: 10–50 person firms with an active business development function and a pipeline that needs discipline, not just a database.
Xpert Closr is priced for the size and complexity of your firm — with a flat structure, no per-seat charges, and no surprises. Ping us and we'll share full pricing in 24 hours.
Or fill the contact form and we'll reach out directly.
When a deal closes in Closr, it can automatically create a mandate in Xpert ATS. BD and delivery work from one connected system.
Talk to the founder. We'll show you Closr live, answer every question about data ownership and confirm whether it's the right fit for your firm.