Solutions
CRM software for interior design firms
An interior design project mixes design fees, vendor-sourced products and site visits into one client relationship. CRMLeaf keeps the estimate, the vendor cost, and the client sign-off connected instead of split across a spreadsheet and an inbox.
- Free trial
- No credit card
- Free onboarding
Where it fits
What changes for interior design firms
1
Vendor and product costs aren't linked to the client estimate
Estimates carry line items, discounts and taxes, and a product catalog pairs with orders for sourced items.
2
Client approvals on mood boards and revisions get lost
Proposals with live view tracking and a client portal keep approvals attached to the project record.
3
Site visits and follow-ups aren't tracked systematically
The follow-up engine surfaces overdue and upcoming site visits on the CRM dashboard automatically.
Modules used
The parts of CRMLeaf this runs on
Common questions from interior design firms
See CRMLeaf built for interior design firms
Bring your own pipeline and project structure to a 30-minute demo - we'll show it configured for how you actually work.
Free trialNo credit cardFree onboarding