About this template

Streamline your interior design projects with our comprehensive CRM template. Manage client consultations, design drafts, project timelines, and vendor coordination effortlessly. Perfect for interior designers looking to enhance workflow and improve client satisfaction.

What’s included

Boards

Accounts Board - This board helps manage all client and prospect accounts efficiently. You can store detailed information about each account, such as their industry, number of employees, headquarters location, and company profile. This board is essential for tracking relationships, deals, and contact information, ensuring you have a comprehensive view of each client, which is crucial for personalized service and successful project outcomes.
Leads Board - The leads board is designed to streamline the process of tracking and managing new business opportunities. It includes columns for lead status, contact creation, and details like company name, title, and contact information. This board helps interior designers stay organized by keeping a detailed record of all interactions and active sequences, ensuring no potential client falls through the cracks.
Contacts Board - This board centralizes all contact information, making it easy to manage and reference. It includes columns for contact details, associated accounts and deals, priority status, and comments. This board is crucial for maintaining strong client relationships and ensuring continuous communication, which is key in the interior design industry where client satisfaction and repeat business are essential.
Deals Board - The deals board tracks the progress of all ongoing and potential deals. It includes columns for deal stage, owner, value, associated contacts and accounts, expected close date, and forecast value. This board helps interior designers monitor deal pipelines, forecast revenue, and allocate resources effectively, ensuring no opportunity is missed and all client negotiations are tracked meticulously.
Projects Board - This board manages all interior design projects from start to finish. It includes columns for project name, client, status, start and end dates, budget, and project manager. This board is critical for tracking project timelines, budgets, and responsibilities, ensuring projects are completed on time, within budget, and to the client's satisfaction.
Vendors Board - The vendors board keeps track of all vendors and suppliers that interior designers work with. It includes columns for vendor name, contact person, contact number, email, address, services provided, and rating. This board is essential for managing vendor relationships, ensuring high-quality materials and services, and maintaining a reliable network of suppliers to support your design projects.

Dashboards & Reports

Annual Target - This dashboard helps interior design firms set and track their yearly financial goals by visualizing progress toward annual revenue targets. It provides a clear picture of how close the firm is to achieving its long-term objectives, helping to align strategies and resources accordingly.
Monthly Target - This focuses on shorter-term goals, allowing firms to track performance against monthly revenue targets. It helps in identifying trends and making timely adjustments to marketing or sales strategies to ensure targets are met.
Average Deal Value - By tracking the average value of deals closed, firms can evaluate the profitability of different projects and client types, aiding in strategic planning and pricing decisions.
Active deals - Forecasted Revenue - Provides insights into potential revenue from ongoing projects. This helps in resource allocation and financial forecasting, ensuring that the firm can meet future financial obligations and invest wisely.
Deal status distribution - Visualizes where deals are in the pipeline, helping interior designers understand their sales process efficiency and where they might be losing potential clients.
Actual Revenue by Month (Deals won) - Tracks the actual revenue generated each month from won deals, offering insights into cash flow and financial health, and helping to identify peak periods for business.
Pipeline conversion - Shows the conversion rates at different stages of the sales pipeline, helping firms identify bottlenecks and opportunities to improve their sales process.
Activity tracker - Monitors the activities undertaken by the team, such as client meetings and follow-ups, ensuring that the team stays proactive and engaged with prospects and clients.
Forecasted Revenue by month - Provides a projection of future revenue based on current deals, helping firms plan for upcoming months in terms of resource allocation and financial management.
Forecasted Revenue by Stage - Breaks down forecasted revenue by deal stage, offering a detailed view of potential income and helping prioritize efforts on deals that are closer to closing.
Deals Stages by Rep - Tracks the performance of individual sales representatives by showing the stages their deals are in, allowing managers to provide targeted support and recognize top performers.
Deal Progress based on Month Added - Analyzes how quickly deals progress through the pipeline based on the month they were added, helping to identify trends and improve the overall sales cycle efficiency.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that team members are promptly informed about new client inquiries or communications, allowing for timely responses and improved client satisfaction.
When an email is opened → Notify item subscribers with a message - Keeps the team updated on client engagement, helping them follow up effectively and maintain strong client relationships.
When "Create a contact" is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts to the CRM, ensuring that all client information is organized and easily accessible.
When a lead is created → Set its status to "New Lead" - Automatically categorizes new leads, helping the team quickly identify and prioritize new business opportunities.
When an activity/email is created in Emails & Activities → Update the "Last interaction" date - Keeps client interaction records up-to-date, ensuring accurate tracking of communication and follow-ups, which is crucial for maintaining client relationships and closing deals.

Frequently asked questions

How can this CRM template help me manage multiple design projects at once?

This CRM template allows you to track the progress of multiple design projects simultaneously, from initial consultation to final delivery. You can easily monitor timelines, assign tasks to team members, and ensure that all project milestones are met.

What features does this CRM offer for client consultations and feedback?

Our CRM template includes features for scheduling and managing client consultations, recording feedback, and integrating client preferences into project plans. This helps ensure that all client requirements are met and enhances overall client satisfaction.

Can I use this template to coordinate with vendors and suppliers?

Yes, this CRM template is designed to streamline communication and coordination with vendors and suppliers. You can track orders, manage vendor contacts, and ensure timely delivery of materials, all within the CRM.

How does this CRM template help with managing project timelines?

The template includes tools for setting project timelines, assigning deadlines to tasks, and tracking progress. This ensures that all aspects of the project stay on schedule and helps avoid delays.

Is it possible to track design drafts and revisions through this CRM?

Absolutely. This CRM template allows you to upload and manage design drafts, track revisions, and keep a history of changes. This ensures that all team members are on the same page and that clients can see the evolution of their project.

Can this CRM template help in budgeting and financial tracking for interior design projects?

Yes, the CRM includes features for setting project budgets, tracking expenses, and managing invoices. This helps ensure that projects stay within budget and financial records are accurately maintained.

How can this CRM improve overall client satisfaction in my interior design business?

By streamlining project management, enhancing communication, and ensuring timely delivery of services, this CRM template helps improve overall client satisfaction. Clients will appreciate the organized approach and timely updates on their design projects.