Import
Upload a controlled CSV export from your current system. Invalid rows are isolated instead of poisoning the batch.
CloseTrail helps painting and remodeling companies import old estimates, approve respectful follow-up trails, and measure recovered revenue without replacing their current CRM.
Email-first. Human-approved. Fail-closed by default.
Upload a controlled CSV export from your current system. Invalid rows are isolated instead of poisoning the batch.
Review the exact audience and outreach sequence. Nothing enters the outbox without an accountable approval.
Track responses, reopened estimates, closed work, attributed revenue, and the full audit trail.