What is a CRM for interior design?

Interior design CRM software refers to a customer relationship management system used by interior designers and design agencies. An interior design CRM helps manage client relationships, streamline communication with stakeholders, track project progress and collate all essential details in one place. Interior designers can use CRM software to manage everything from lead generation and lead capture to tracking design approvals, ensuring smooth project delivery and improved client satisfaction .

Do I need a CRM for my interior design business?

Maintaining strong client relationships is crucial for any small business, including those in the interior design industry. A CRM enables you to improve business management by keeping communication organized and streamlining your workflow, ultimately increasing customer satisfaction. By connecting with other tools, you can enhance your CRM’s effectiveness even further. For example, time-tracking integrations like Timely ensure you work efficiently for each client and bill appropriately for extra time. Interior designers who embrace CRM tools to strengthen client relationships and enhance their processes gain a significant competitive edge.

What’s the best CRM for interior designers?

The best CRM software for interior designers offers intuitive tools for client management, tracking projects and collaborating with team members. Pipedrive combines easy-to-use pipeline management with a convenient mobile app to manage your business from anywhere. You can also use add-ons to increase Pipedrive’s functionality. For instance, Campaigns lets you run effective email marketing campaigns directly from your CRM. Pipedrive’s vast Marketplace includes integrations for many of your favorite tools, including Trello and Google Drive , as well as Clientjoy for client portals. Pipedrive is a cost-effective solution with a smooth learning curve, helping you nurture client relationships, secure new projects and keep your work on track.

Interior design CRM software

Optimize client projects with interior design CRM software

Even the simplest interior design project has many moving parts, from managing clients and vendors to tracking timelines.

Interior design CRM software brings all client interactions, documents and project management tools into one centralized system.

Discover how Pipedrive’s interior design CRM software helps you nurture client relationships and deliver exceptional results.

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What to look for in interior design CRM software

When considering potential CRM platforms for your interior design business, check that they have the functionality you need.

Smart automation: Speed things up by automating sales activities, such as scheduling discovery calls and follow-up emails.
User-friendly interface: Spend less time onboarding and more time on your designs with a simple CRM.
Connectivity: Bring all your favorite business management and project tools together with built-in integrations.
Flexible pricing: Find a pricing plan that suits you without charging for features you don’t need.
24/7 support: Have complete confidence in your CRM with customer support on hand whenever you need it.

Pipedrive’s interior design CRM features and add-ons

Manage your contacts

Collect client details, organize your vendors and access real-time contact information wherever you are

Automate workflows

Cut down on time-consuming business tasks with triggered events and workflow automation

Customize your processes

Optimize your gym’s performance and improve revenue activities with granular insights and custom reports on customer attendance and renewal rates

Power up your prospecting

Find and engage prospective commercial clients effectively with AI-powered lead generation

Track calls and emails

Stay in touch with clients, review your communication history and get notifications when they open your emails

Manage your documents

Upload PDFs and send trackable quotes, proposals and contracts with the Smart Docs solution

Create unique client experiences with a customizable CRM

Every interior design business has its own way of working, and more rigid CRM systems force you to adapt how you work.

A fully customizable CRM enables you to shape the software around your business, ensuring that every feature aligns with your unique design process.

Pipedrive makes it easy to create custom pipelines, fields and stages that perfectly suit your business operations.

Discover Pipedrive’s customizable CRM features.

Manage clients and contractors with an advanced contact management system

Staying on top of contact details spread across emails, notes and spreadsheets can quickly become chaotic, especially when managing multiple projects.

A CRM stores all your client information in one central system that’s easily accessible across your team.

Pipedrive’s lead management feature ensures you can easily update, analyze and share contact details at your desk or on-site with a client.

Learn more about Pipedrive’s CRM for contact managers.

Keep clients in the loop with integrated email and communication

An interior design project must involve regular communication with clients and vendors to be successful.

A CRM centralizes all your communication history so you can see details on every email and call at a glance.

Pipedrive’s client communication tools let you track and manage all your consultations with email templates, email tracking, meeting scheduling and more.

Find out more about Pipedrive’s email and communications features.

Capitalize on every sales opportunity with automated lead distribution

Manual lead distribution is time-consuming. It can result in missed sales opportunities and uneven workloads.

An automated lead distribution system ensures that every lead is sent to the most suitable salesperson based on criteria such as availability, expertise and territory.

Pipedrive’s assignment algorithm streamlines lead management, helping reps follow up faster, stay productive and increase conversions for your interior design business.

Explore Pipedrive’s lead distribution features.

Over 500+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

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How Pipedrive helps Pole Design save two days a week

Having initially relied on email to manage customer interactions and sales, Pole Design struggled to scale.

With Pipedrive, the company established a more robust and scalable framework. Using key features like customization and automation, Pole Design improved efficiency and continued expanding.

“We’ll rely heavily on our efficient and automated processes as we continue to grow.”

Read the case study

Streamline your process with Projects by Pipedrive

Expand Pipedrive’s features with a dedicated project management solution. Map out complex design projects, manage your tasks and easily track progress.

Kanban boards: Oversee all ongoing projects with drag-and-drop dashboards.
Project templates: Ready-made templates for a wide variety of use cases.
Detailed planning: Organize project details with advanced task management.
Team collaboration: Add notes, share files and assign tasks without leaving your CRM.

Learn more about Projects