CRM for Interior Designers
Track every client, project, FF&E selection, and procurement detail
An interior design CRM tracks client contact details, project specifications, FF&E selections with approval status, vendor and trade contacts, procurement orders, budget tracking, and design library references. SchedulingKit includes CRM alongside scheduling, client portal access, and billing for interior design firms.
Interior design is a relationship-driven, project-based business where every client engagement spans months and generates thousands of small decisions worth remembering. A CRM that links each client to their full project history — every paint sample considered, every fabric ordered, every vendor used — becomes the institutional memory that lets your firm scale without losing the personal touch. SchedulingKit gives interior design studios a CRM that connects client communication with project management and procurement tracking.
Défis de gestion client pour Interior Designers
Client preferences and past project details locked in individual designer's heads with no firm-level visibility
FF&E selections tracked across multiple spreadsheets, Pinterest boards, and email threads
Trade and vendor contacts scattered in personal phones with no firm-wide resource library
Procurement order status hidden in vendor email threads with no consolidated view
Past clients lost to the firm when they need help with a second home or referral years later
Project budget tracking happening in static spreadsheets disconnected from actual procurement spend
Comment le CRM SchedulingKit aide Interior Designers
Client profiles with project history, preferences, and design preferences accessible to the entire firm
FF&E selection tracking with approval status, pricing, vendor, and lead time per item
Centralized vendor and trade contact library shared across all designers and projects
Procurement order tracking with status, expected delivery, and shipping notifications
Past client engagement workflows for second projects, referrals, and post-install follow-up
Live budget tracking that connects FF&E selections to actual procurement spend per category
Fonctionnalités CRM pour Interior Designers
Client Profiles
Detailed client records with project history, design preferences, communication notes, and household context.
Project Tracker
Track projects through concept, design development, procurement, install, and styling phases per client.
FF&E Library
Catalog every furniture, fixture, and finish selection with images, specs, vendor, lead time, and approval status.
Vendor & Trade Database
Centralized contacts for fabricators, upholsterers, contractors, and trade resources with notes per relationship.
Procurement Pipeline
Track procurement orders from approval through delivery with status updates and lead time alerts.
Budget Dashboard
Live budget tracking per project category with FF&E selections and actual spend visible side by side.
Cas d'utilisation CRM populaires pour Interior Designers
“We had a designer leave and take her client relationships with her in her phone. After we moved to SchedulingKit, every client's history lives with the firm. It changed how we hire and how we scale.”
Vanessa Cole
Principal, Studio Atelier Interiors
Également inclus avec SchedulingKit
Questions fréquentes
Can I track FF&E selections per project?
Yes. Catalog every furniture, fixture, and finish selection with images, dimensions, pricing, vendor, lead time, and approval status. Each item links to the project and client for full history.
Does SchedulingKit maintain a vendor database?
Yes. Build a centralized vendor and trade contact library with notes per relationship, preferred discount tiers, and project history. Every designer in the firm accesses the same trusted resources.
Can I track procurement orders?
Yes. Procurement orders track from approval through delivery with status updates, expected ship dates, and delay alerts. View pending orders by project to identify lead time risks early.
How does it handle past client follow-up?
Past client profiles remain searchable forever. Set follow-up reminders for second-home projects, referral check-ins, or post-install reviews so relationships continue beyond the original engagement.
Lectures complémentaires
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