ClosetCRM Start free trial

Simple pricing. Try the top plan free.

Every plan is a complete app for you and your team, with payments built in. Try Advanced free for 14 days, no card needed.

Start your free trial

Basic

$99 / month

1 user

Everything you need to quote, schedule and get paid.

  • Clients, leads and job pipeline
  • Quotes with e-signatures
  • Scheduling and work orders
  • Invoices with deposit and balance billing
  • Card and bank payments built in
  • Branded client portal
  • Reports and dashboards
  • AI assistant, 300 credits a month

Essential

$249 / month

5 users

For a growing team that wants the follow-ups done for it.

  • Everything in Basic
  • Workflow automations
  • Automatic reminders and follow-ups
  • QuickBooks Online sync
  • Website leads straight into your pipeline
  • AI assistant, 600 credits a month
Free for 14 days

Advanced

$399 / month

10 users

The full platform. Free for 14 days.

  • Everything in Essential
  • ClosetPro integration
  • Two-way texting, one number included
  • Text and email campaigns
  • AI assistant, 1,500 credits a month

Add-ons

Extra users$50 / user / month
Extra texting number$100 / month, plus $0.10 per text
Visual reporting$50 / user / month
More AI credits$0.10 each, with a spending limit you control

Payment rates

Bank transfer (ACH)1%
Credit or debit card2.9% + 30¢

No separate processor to sign up for. You can pass card fees on to your clients.

More than one location?

Enterprise adds multi-location management and territory-based lead routing. Email hello@closetcrm.com and we’ll set it up with you. See how Bella Systems runs seven locations →

Is ClosetCRM a standalone app?

Yes. It’s a complete app that works in any browser on your phone, tablet or computer. Connecting Claude or ChatGPT is optional.

Do I need ClosetPro?

No. Without it you build quotes from your own price list. With it, on Advanced, every ClosetPro proposal comes in as a quote with its line items.

How long does setup take?

A few minutes. Pick your trade at signup and your job stages and starter price list are ready. Then bring in your clients and send your first quote.

Can I bring my clients and price list over?

Yes. Upload a spreadsheet or an export from the software you use now, and ClosetCRM matches the columns for you. Anyone already in your account is skipped.

Can my clients pay online?

Yes. Clients pay by card or bank transfer from the quote or invoice link, and you can pass card fees on to them.

Does the AI assistant send things without asking?

No. It asks you before anything reaches a client, and it can never move money.

What happens after the 14-day trial?

Pick a plan and add a card to keep going. If you don’t, your account pauses. Nothing is deleted.