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Individual
Pro
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.
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.