A NexaThought productCloselyClosely

Turn every quote into a closed job.

Closely gives local property and service businesses a professional way to present work, track every proposal, and get paid without chasing.

Closely dashboard showing active proposals, win rate and recent activity
Proposal creation

Build a proposal in minutes

Add services with pricing and scope, attach job photos, set a deposit and send. No document templates, no formatting.

A Closely proposal as the customer sees it, with scope, pricing and deposit
Closely dashboard showing active proposals, win rate and recent activity
Active proposals

Know the status of every quote

Draft, sent, viewed, accepted, paid. Follow up at exactly the right moment instead of wondering whether a customer ever opened it.

Customer experience

A customer-facing proposal built for a phone

Your customer opens a branded page with the work laid out, photos included and clear accept and pay actions. Proposals can expire automatically so pricing stays current.

Closely customer proposal on a phone
Closely deposit checkout on a phone
Payments

Deposits collected at the moment of yes

Secure checkout is built into the proposal. Take a percentage upfront to hold the date and charge the balance once the work is complete.

Closely secure booking checkout collecting a deposit
How it works

From driveway estimate to paid deposit

  1. 01

    Build the proposal

    Pull services from your catalog, set pricing and scope, attach job photos and add a deposit.

  2. 02

    Send it in seconds

    The customer gets a link to a clean, branded proposal page instead of a PDF attachment.

  3. 03

    See what happens next

    Know when it was delivered, opened and reviewed, so follow-up is timed instead of guessed.

  4. 04

    Get the yes

    Customers accept online with a tap. No printing, no signature apps, no phone tag.

  5. 05

    Collect payment

    Take a deposit at the moment of acceptance and charge the balance when the job is done.

Services & capabilities

What's included

Service management

A reusable catalog of your services with default pricing, scope notes and imagery.

Customer management

Saved customer records so repeat and seasonal work is quoted in seconds.

Service imagery

Professional photos attached to each line item so expectations are set upfront.

Payments

Deposits or full payment collected online the moment the proposal is accepted.

Expiration

Time-bound pricing that protects your margins and creates momentum.

Branding

Logo, colors and business details applied across every customer touchpoint.

Mobile-first

Built to be created and accepted on a phone, because that's where the work happens.

Turn your next quote into a booked job

Send your first interactive proposal today. Closely is built and supported by NexaThought.