Easily create and send complete proposals to your clients.
Clerestory shows you all of the pieces of the puzzle so you can include, and profit from, each necessary product.
200,000 products! Save time by accessing Clerestory’s massive database of popular products.
We track pricing and availability and update our data as new information becomes available.
Easily add missing products, images, and prices. Clerestory will format to match the rest of the proposal.
Eliminate human error by sending proposals directly with locked prices.
Instantly add terms, conditions, and signature lines to finalize approved contracts.
Easily view, add, and organize clients to see your whole book of business.
Eliminate the possibility of sending your proposal to the wrong client.
Work remotely or even from your mobile device.
Before you create your proposal, see your margin vs. the total cost of the project.
Show prices of each item or group them together for ambiguity.
Let Clerestory do the math for you. Price, cost, and margin are displayed on each product in the proposal.
Switching is easy and our live onboarding agents get you up and running right away.
Available by phone, email or zoom. All inquires will be responded to within 24 hours
Schedule a demo or a feature presentation to clear up any confusion.
You’ll have access to a video library to show each step of the process.
Impress your clients with an added level of professionalism and polish in the documents you send
Quickly see how much profit each project will produce, and easily adjust where needed
Eliminate the contractors need to run to the hardware store half way through a job
Whether shown on an iPad, screen mirrored to your Showroom, or printed on paper, your work will look flawless
Ability to see which distributors offer you the most profit on each product
Always have access to the latest proposal ensuring accurate communication and execution
Determine the current status of each project and see the history of the client
Add specialty items to your quote even if they’re not in our database