Bella Systems runs seven closet locations on one workflow.
Bella Systems oversees seven independently owned custom-closet locations. It moved them onto ClosetCRM one location at a time.
“It’s like moving from a Honda to a Bentley.”
| Business | Seven independently owned custom-closet locations under one brand |
|---|---|
| Before | A CRM that had stopped improving, with the same client typed into the CRM, QuickBooks and ClosetPro |
| Uses | ZIP-code lead routing, ClosetPro integration, shared workflows, automated quote follow-ups, headquarters reporting |
The challenge
Bella’s previous CRM had stopped adding meaningful features and didn’t give each location its own experience. Staff entered the same client into the CRM, then QuickBooks, then ClosetPro. Responses slowed, data drifted between systems, and headquarters had no single view of performance across the brand.
What changed
- Rolled out one location at a time, with headquarters configuring the workflows with our team.
- ZIP-code routing sends every inquiry, from website forms, the site’s AI chat agent, dedicated phone numbers and call tracking, to the right location the moment it arrives.
- The ClosetPro integration means designs are no longer re-entered.
- Every location shares one workflow, with automated quote follow-ups.
- All activity rolls up to headquarters dashboards for brand-wide reporting.
- A training playlist built around Bella’s workflows got each location’s staff up to speed.
Results
Every location now works the same way. No lead slips through the cracks, prospects get timely, accurate proposals, and headquarters sees the whole pipeline and can guide each location on what works. Opening a new location now follows a repeatable process.
“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.”
Running several locations? Multi-location setup, territory lead routing and custom workflows come with our multi-location plans. Email hello@closetcrm.com.