See the Clerestory difference.

The fastest way to build kitchen and bath proposals. All the customization of a spreadsheet, without the math.

BUILD
Easily create and design customized proposals.
Complete Proposal Builder
Easily create and send complete proposals to your clients.
Over 200,000 Products
Save time by accessing our database of popular products.
Add Custom Items
Easily add missing products, images, and custom prices.
Robust Customer Support
Phone, email, or Zoom, all inquires will be responded to within 24 hours.
Vendor Pricing and Availability
Easily create and send complete proposals to your clients.
Cloud Based Platform
Access Clerestory from all of your devices, including mobile.
Send
Effortlessly send proposals directly to your clients.
Streamlined Proposal Delivery
Take our all the work of emailing back and forth with clients.
Margin-Focused Proposals
Before you create your proposal, see your margins and total cost.
Enhanced Client Engagement
Clients will receive a PDF that they can print, share, or download.
Seamless Client Review
Client transparency about all pricing and proposal details
Simplified Proposals Tracking
Easily track multiple proposals across all of your clients.
Customized Pricing
Show prices of each item or group them together for ambiguity.
Manage
Quickly update proposals and manage all projects.
Proposal Revisions
Revise and resend proposals and view previous versions.
Centralized Client Management
Easily organize and manage client information in one central hub.
Contract Management
Instantly add terms, conditions, and signatures to approved proposals.
Live Training
Available by phone, email, or Zoom to get you onboarded.
Accurate Data in One Place
Eliminate the possibility of sending your proposal to the wrong client.
Integrated Contact Database
Access and update all client contact details within the platform.

Start your free trial.

Try Clerestory risk free! Sign up for a 14-day free trial and supercharge your workflow.

Features

Clerestory is your one-stop shop for building proposals

Complete proposal builder

Easily create and send complete proposals to your clients.

Access to Systems

Clerestory shows you all of the pieces of the puzzle so you can include, and profit from, each necessary product.

Access to Product Database

200,000 products! Save time by accessing Clerestory’s massive database of popular products.

Vendor product pricing and availability

We track pricing and availability and update our data as new information becomes available.

Easily add custom items

Easily add missing products, images, and prices. Clerestory will format to match the rest of the proposal.

Email proposals and contracts directly

Eliminate human error by sending proposals directly with locked prices.

Create contracts from approved proposals

Instantly add terms, conditions, and signature lines to finalize approved contracts.

Organize your client lists

Easily view, add, and organize clients to see your whole book of business.

Organized projects within the client page

Eliminate the possibility of sending your proposal to the wrong client.

Cloud-based platform

Work remotely or even from your mobile device.

Margin-focused approach

Before you create your proposal, see your margin vs. the total cost of the project.

Itemize or Group Your Pricing

Show prices of each item or group them together for ambiguity.

Saved vendor multipliers

Let Clerestory do the math for you. Price, cost, and margin are displayed on each product in the proposal.

Free Onboarding

Switching is easy and our live onboarding agents get you up and running right away.

Customer Support

Available by phone, email or zoom. All inquires will be responded to within 24 hours

Live Training

Schedule a demo or a feature presentation to clear up any confusion.

Library of How-to Videos

You’ll have access to a video library to show each step of the process.

Benefits

Clerestory can help you do more than just create proposals

Polished Proposals

Impress your clients with an added level of professionalism and polish in the documents you send

Track Profit

Quickly see how much profit each project will produce, and easily adjust where needed

Accurate Ordering

Eliminate the contractors need to run to the hardware store half way through a job

Multiplatform

Whether shown on an iPad, screen mirrored to your Showroom, or printed on paper, your work will look flawless

Saved Multipliers

Ability to see which distributors offer you the most profit on each product

Align Communication

Always have access to the latest proposal ensuring accurate communication and execution

Track Progress

Determine the current status of each project and see the history of the client

Fully Customizable

Add specialty items to your quote even if they’re not in our database

Referral Program

Get a discount for you and a friend

Contact us for your personal referral code.

Send Us a Message
images of bathrooms in hexagon shapes with smaller colored hexagon shaped grouped together.

Have questions?

Schedule a demo and someone from our team will walk you through our platform and show you how it can benefit your business.