Challenge
Bella Systems is a company overseeing seven independently owned custom-closet locations. Its previous CRM stopped adding meaningful features to its CRM, and did not provide each location with its own independent user experience in an intuitive manner.
The process slowed response times, produced data inconsistencies, and left headquarters without a single view of brand-wide performance out of the box.
People were putting the same data over and over in multiple systems e.g. input the lead into the old CRM, input client data into Quickbooks, and input client data into ClosetPro.
Bella Systems needed a modern platform that could centralize lead intake and routing, standardize workflows across all locations, and deliver unified reporting while still accommodating the individual needs of each location.
Solution
Bella Systems rolled out ClosetCRM in a phased migration, bringing one location on at a time.
As an enterprise customer, Bella’s HQ team worked directly with ClosetCRM to configure custom workflows and ZIP-code–based lead-routing rules that automatically send inquiries - captured from website forms, an on-site AI chat agent, dedicated phone numbers, and CallRail call tracking - to the right location the moment they arrive.
A curated YouTube training playlist built specifically for Bella’s workflows helped each location’s staff ramp up quickly
ClosetCRM also integrated directly with ClosetPro helping each location avoid duplicate data entry into the design system.
All activity rolls into headquarters’ dashboards, giving leadership real-time, brand-level insights across every location.
Results
By unifying lead routing, ClosetPro design data, and systematic quote follow-ups in a single platform, the company has established a repeatable process that scales as new branches come online. Management enjoys instant pipeline visibility, designers focus on customer interactions - not paperwork - and prospects receive timely, accurate proposals that convert at a higher rate.
Unified reporting lets headquarters spot trends and guide every location on best practices, while locations benefit from standardized, automation-driven workflows that cut administrative work and keep follow-ups on schedule.
The streamlined process ensures no lead slips through the cracks, delivers a consistent customer experience across all seven branches, and positions Bella Systems to scale its location network with confidence.
“With ClosetCRM, our locations finally share one workflow across Bella. They’re no longer stuck in siloed systems, and life is much simpler. This will help us scale Bella to even more locations, and we’re genuinely excited about that.”
