Yes Indeed from initial consultation to final installation. You can create pipelines that reflect your workflow, assign tasks to team members, set deadlines, and automatically move projects forward when milestones are completed. Each client record shows all communications, notes, and files in one place, so you never lose track of details. The system also sends reminders for upcoming tasks, tracks progress visually, and provides real‑time updates so your team and clients always know what’s next.

Yes, the CRM is built to hold every detail you gather throughout a project. You can save design briefs, mood boards, colour palettes, measurements, room dimensions, and even product selections directly inside each client’s profile. Notes, images, PDFs, sketches, and inspiration photos can all be uploaded and organised neatly, so your entire team has instant access. You can also log client preferences such as style direction, budget ranges, material choices, and any special requirements, ensuring nothing gets lost in emails or notebooks.

Yes indeed, you can fully automate the entire follow‑up process so nothing slips through the cracks. Once a proposal is sent, the system can trigger a sequence of timed reminders, personalised check‑ins, or status updates based on how the client interacts with it.

Yes! We provide continuous support and optimization after implementation to ensure your tools are functioning effectively and providing the results you need. Our team is here to help you adapt and grow as your business evolves.

Yes indeed, the CRM gives you a full task‑management system built specifically for project‑based work like interior design. You can assign tasks to individual team members, set priorities, attach files or notes, and define clear deadlines for every stage of a project.