Dream Closets went fully digital, from quote to payment.
A closet retailer that also fabricates for other closet companies, Dream Closets replaced a mix of paper and separate systems with ClosetCRM.
“ClosetCRM is the best money we spend every month. It’s been a godsend for us.”
| Business | Retail closets, and fabrication for other closet companies |
|---|---|
| Before | Quotes, production schedules and financials across several systems, some on paper |
| Uses | Quotes, online approval, work orders, invoices, client portal payments, QuickBooks Online sync |
The challenge
Dream Closets sells closets to homeowners and also builds for other closet companies. As it grew, the team was juggling quotes, production schedules and financials across several systems, some on paper and some digital. It wanted one system that kept its white-glove service consistent as the company scaled, and let staff work together without chasing paperwork.
What changed
- Designers build polished quotes in ClosetCRM and send them to clients for online approval.
- An approved quote converts straight into a work order and an invoice.
- Clients pay electronically through the client portal.
- Every invoice syncs to QuickBooks Online.
Results
Dream Closets now runs a fully digital process. Duplicate data entry is gone, the team tracks every project’s progress in real time, and work moves forward without waiting on paperwork or missing information. Clients get faster answers and a more professional experience from first quote to final payment.