Challenge
Dream Closets sells retail closets and also serves as a fabricator to other closet companies. Their rapid growth had the team juggling quotes, production schedules, and financials on multiple systems (some paper, some digital).
They saw this complexity as an opportunity rather than a setback. By unifying every process in a single smart system, they could safeguard their hallmark white-glove service and keep every customer touchpoint seamless.
The new approach would also empower staff to collaborate more efficiently as the company scaled.
Solution
Dream Closets adopted ClosetCRM to turn every step of their workflow into a fully digital process. Designers now create polished quotes in ClosetCRM, send them to clients for online approval, and—once accepted—convert them directly into work orders and invoices.
Payments are collected electronically through ClosetCRM’s built-in client portal, with each invoice automatically synced to QuickBooks.
By consolidating quoting, production tracking, billing, and accounting in a single platform, Dream Closets eliminated duplicate data entry and freed the team from chasing paperwork across multiple systems.
Results
Now, Dream Closets operates with a fully digital process.
The team can track each project’s progress in real time, and clients benefit from faster communication and a more professional experience from start to finish. Internal workflows are more efficient – no more waiting for paperwork or missing information – which means projects move forward smoothly.
By using ClosetCRM to run its business, Dream Closets has significantly improved its productivity and is better equipped to grow the business with a modern, scalable approach.
“ClosetCRM software is the best money we spend every month. It's been a godsend for us.“
