Upload the spreadsheet you keep your clients in, and ClosetCRM reads it, matches the columns for you and brings everyone in, skipping anyone already there. Do the same with your price list, and your items come up with their prices as you build a quote. From then on each job lives in one place, the quote, the deposit, the schedule and the invoice, instead of a sheet per job and a folder of PDFs.
| What comes over | Your clients (name, email, phone, address) and your price list (name, type, price, SKU, category) |
|---|---|
| Files | .xlsx, .csv, .tsv or .txt, up to 10,000 rows at a time |
| Column matching | AI matches your columns to ClosetCRM’s; you review it, and can untick rows, before anything is saved |
| Duplicates | Clients and items already in your account are skipped |
| When | Right after signup, or any time from your client list and price list |
| Stuck? | Email us the file and we’ll import it for you |
| Price | From $99 a month; 14 days free, no card |
No. Upload it as it is. You see a preview of what will come in, rows without a name or email are left out, and you can untick anything you don’t want before you save.
Yes. Download it as .xlsx or .csv and upload that file.
Your clients and price list come in. Keep the spreadsheet for past jobs and invoices, and start new quotes in ClosetCRM.
Most of it is the upload. Pick your trade at signup and your job stages are ready, then bring in your clients and prices and send your first quote.