One platform.
Built for closing in
auto retail.
A board your closers walk every morning. An activity feed managers actually trust. The phone-first workflow your reps already do — finally on rails, finally visible upstairs.
The deal looks different.
The work doesn't.
Auto, Tech, Real Estate, Fundraising, or Law — the work is the same shape: move every case from open to done, and never let one go quiet. CloserMX swaps the field labels and unit economics; the board, the feed, the coaching notes stay constant.
- Subject
- '21 Tacoma TRD Off-Road
- Stage
- Working · 3d
- Value
- $41,200
- Last contact
- 1h ago
The pipeline you can walk.
One screen. Every deal you have. Drag-to-move stages, the daily huddle banner, "show mine," "high-value only" — built so a manager can point at it and run the floor walk without switching tabs.
Color = stage
Each column has a stage hue. Reds & ambers carry meaning. Greens are reserved for delivered.
Density modes
Comfortable for the morning walk. Compact for the manager scan. Roomy for working a single deal.
Live by default
New leads arrive. Stage moves push live. The board is never stale.
The spine of every deal.
Phone calls, walk-ups, demos, showings — every contact in chronological order. Coaching notes from your manager show up inline, not in a side channel. System events stay quiet.
One screen tells you where every customer stands. No tabs to dig through, no Slack thread to reconstruct.
Walk a live deal →Reyes back from the test drive. Loved it. Still hung up on payment — wants $580/mo, we're at $612.
Walk-in for the 10a appt. Brought spouse. Did the full walk-around + 22min test drive.
On the Board Walk: don't lose the trade conversation. Their Frontier is the lever.
Back from test drive. Loved it.
Walk-in for the 10a appt. Brought spouse.
Built for one thumb.
Without leaving the customer.
Open the workspace on your phone — the Board, the deal detail, the activity feed, the stage stepper, all of it. No native install, no app store, no separate login.
- ✓ Same Board, same Feed — laid out for one thumb
- ✓ Stage moves in two taps; activity entries land on top of the feed
- ✓ Type or paste a touch note — it's saved before they're back from the lot
- ✓ Mode-aware fields (year/make/model · address · seats · ask) without scrolling
What gets logged, gets closed.
When the rep logs everything, the manager sees everything. CloserMX is the productivity tool first — clean reporting comes along for the ride.
One price. By the seat.
No per-deal fees. No "premium analytics" upsell. Per-seat / month, plus the flat platform fee. That's it.
- The Board (1 user)
- Deal Detail + Activity Feed
- Responsive web (works on the phone)
- One mode (Auto, Tech, RE, Fundraising, or Law)
- Everything in Solo
- Daily Huddle (post + read teammates)
- Coaching notes + manager view
- All five modes (Auto · Tech · RE · Fundraising · Law)
- Insights · pipeline + per-rep
- Everything in Team
- Multi-workspace setup
- Bulk seat provisioning
- Direct line to the team
- Pricing + features tailored to your floor
Stop logging.
Start closing.
If your sales team runs on month-end fire drills, the system is the problem. Not the people. Not the tools. The system. If The Phoenix Project worked for IT operations, this works for the closing floor.
Eight principles, codified after years of watching sales floors in four industries — auto retail, real estate, B2B technology sales, and nonprofit fundraising — make the same structural mistakes and pay the same structural cost. The book is the field manual. CloserMX is the floor those principles run on.
