CRM FOR INTERIORS & FURNITURE
Beautiful projects start with a well-managed enquiry.
Bring room requirements, consultation notes, estimates and decision dates into a clear journey from first inspiration to project approval.
Opens WhatsApp with a message about your business. Send it when you’re ready.
SOUND FAMILIAR?
The work is real.
The chasing can be simpler.
Someone saves your kitchen design, asks for a price and shares a floor plan. Weeks later, you are searching chats to remember their budget and possession date.
When everything is scattered
- References and room details scattered across chats.
- Visits arranged without a shared schedule.
- Estimates sent with no clear next conversation.
With a connected CRM workflow
- A project record with budget, scope and references.
- Consultations and measurements assigned to your team.
- Proposal history and decision dates in one view.
SEE THE WORKFLOW
From the first enquiry
to a useful next action.
Choose a stage to see what your team does and what gets easier. This is an example we can adapt to your process.
Capture project intent
Connect portfolio enquiry forms and supported ad forms with property type, scope and budget range.
Read the complete workflow
Capture project intent
Connect portfolio enquiry forms and supported ad forms with property type, scope and budget range.
Know the project before the introduction.
Understand the brief
Record possession date, room priorities and the customer’s reference images or plans.
The design conversation has a useful starting point.
Plan the consultation
Assign a designer and schedule a studio meeting or measurement visit.
The team knows who is meeting the customer.
Follow the proposal
Keep estimates, revisions and customer questions with the opportunity.
Discuss the latest version with confidence.
Handover with clarity
Record approval and pass the agreed scope to the delivery team.
The project begins with a shared brief.
Would this make your team’s day easier?
Tell us how you handle enquiries today. We can map the steps around your business.
THE OWNER’S VIEW
Know what needs attention.
Without asking everyone.
A useful CRM turns daily updates into a shared view. Agree the fields and outcomes that matter, then give your team a consistent way to record them.
Explore CRM capabilitiesYour working-day overview
Consultations waiting to be booked
Measurement visits this week
Estimates and revisions in progress
Approved projects ready for handoff
HOW WE MAKE IT FIT
Start with your process.
Build a practical first version.
Your existing tools, staff responsibilities and customer journey shape the setup.
- 01
Map your working day
Show us where enquiries arrive, who responds and where follow-ups slow down.
- 02
Connect and configure
Agree the pipeline, fields, owners and reminders. Connect the supported sources and tools you need.
- 03
Review and hand over
Walk through example enquiries, confirm the handoffs and get guidance for the team using the workflow.
We confirm integrations, account permissions, messaging consent and provider charges during scoping. Automated messages use supported channels and the required templates where applicable.
QUESTIONS BEFORE YOU START
A little more clarity.
Can our website portfolio send enquiries into the CRM?
Yes, where we can connect the form. We can include the project or collection a visitor enquired about.
Can we manage project delivery too?
We can discuss milestones and handoffs first. Detailed purchasing, production or site management can be scoped as additional modules.
Does this include running our Meta ads?
This workflow captures and manages enquiries from connected sources. Ad campaign management is a separate service and can be discussed if you need it.
MAKE YOUR NEXT STEP EASIER
Your process.
With less chasing.
Tell us about your interiors & furniture business and the tools you use today. Let’s work out where a CRM can help first.
Simplify my project enquiriesPrefer a website enquiry? Use our contact form