ClosetCRM connects to ClosetPro so your designs don’t get retyped. Connect your ClosetPro account once, and each proposal comes into ClosetCRM as a quote with its design line items and prices. From there you send it, your client approves and pays the deposit online, and you schedule the install and invoice the balance.
| What comes over | ClosetPro proposals, as quotes with their design line items and prices |
|---|---|
| Setup | Connect your ClosetPro account on the Integrations page |
| Plan | Included in Advanced ($399 a month), and in the 14-day free trial |
| After the quote | Online approval and e-signature, deposit link, install scheduling, final invoice |
| Payments | Bank transfer 1%, cards 2.9% + 30¢ |
| Client portal | Clients approve and sign quotes, pay deposits and invoices, and see job status and install photos, under your logo and colors |
Yes. Proposals from ClosetPro come into ClosetCRM as quotes with their line items, so nobody retypes a design.
Advanced. The 14-day free trial is on Advanced, so you can try the ClosetPro connection before you pay.
Yes. Once the proposal is a quote in ClosetCRM, your client approves it and pays the deposit online by card or bank transfer.