Close more. Track everything.
Own your data.
Xpert Closr is a B2B CRM with sales discipline built in — live email, an AI deal assistant, approval workflows, recurring-revenue forecasting and mandatory win/loss capture. And it deploys on your own cloud, so your pipeline never sits on someone else's servers.
Your pipeline lives in an Excel, three inboxes and the MD's head.
B2B sales in Indian MSMEs is relationship-led and approval-driven. Deals are tracked in a spreadsheet nobody fully trusts. Follow-ups depend on memory. Deals are lost without anyone recording why. And the global CRMs that promise to fix it are built for a different market, priced per seat, and hold your client data on their servers.
Xpert Closr is built for the way Indian B2B teams actually sell — and it runs inside your own cloud.
A CRM your team actually uses, because it does the work for them.
From first contact
to signed deal.
Capture
Companies, contacts and deals in one place. Contacts are auto-tagged by function, so HR, finance and leadership outreach is one click.
Work the deal
Email is live inside the CRM. The AI assistant summarises every deal's history and drafts the next follow-up for you to approve and send.
Close & learn
Approvals for pricing and scope, a weighted recurring-revenue forecast, and a reason captured for every win and every loss.
Seven features. One pipeline
that runs itself.
Live Email Inside the CRM
Send, receive and thread email from the deal itself. Every conversation becomes part of the deal record.
AI Deal Assistant
Ask about any deal, get a summary of where it stands, and get a draft follow-up — you approve every send.
Weighted, Recurring-Revenue Forecast
One-time and monthly fees captured per deal, so the forecast shows real annual value, not wishful totals.
Approval Workflows
Pricing, discounts and scope changes go through a structured approve / reject with reason.
Mandatory Win/Loss Capture
Every closed deal requires a reason. Over time it becomes your most valuable sales intelligence.
Bulk Personalised Outreach
Select contacts by function and send individual, personalised emails — no BCC blasts — with every touch logged.
Activity & Task Discipline
Calls, meetings, tasks and follow-ups linked to accounts. Stale accounts and overdue tasks flagged automatically.
Dashboards Leadership Opens
Pipeline by stage, win rates, revenue won and team activity — live, not compiled on Friday night.
Deploys on Your Cloud
Your own cloud project, your data, your IT team's control. No vendor lock-in.
Your data.
Your cloud.
Your control.
Most CRMs store your client data on their servers, under their terms. Xpert Closr deploys into your own cloud account — your project, your 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."
Your data never leaves your infrastructure
Deployed into your own cloud project. Not ours.
Full IT visibility and control
Your IT team can audit, back up and manage everything — no vendor access required.
DPDP Act aligned by design
Built around India's Digital Personal Data Protection Act from the ground up.
Enterprise-grade security
Field-level encryption · role-based access (Admin, Manager, Sales, Read-only) · audit trail on every action.
Built for B2B teams with a pipeline that needs discipline, not just a database.
Attractive pricing — talk to us.
Priced for the size of your business and the value it delivers — simple, flat and built for Indian MSMEs and mid-size firms. Tell us what you need and we will come back within 24 hours.
Or email [email protected]
Ready to own
your pipeline?
We'll show you Closr live, answer every question about deploying on your own cloud and confirm whether it is the right fit.
Or email us directly: [email protected]
