Client Management for Interior Design Studios
Client management keeps contact details, project history and preferences on one record for each client. Any designer in the studio can read that record and continue the conversation.
What sits on a client record
Repeat clients
A client who used the studio for a flat may return for an office, a parents’ house or a relative’s kitchen. Whoever takes the call can open the full project history first. The second job starts from the first.
Worth noting after a site visit
- The reference image the client keeps returning to
- Items the client declined, and the reason given
- Who in the family decides on money
- The date the property must be ready, and why
Notes depend on the team
The system does not listen to phone calls. A note appears on the record only when a designer writes it. Studios that record notes at each visit keep the history; others rely on memory.
Frequently asked questions
Can existing clients be imported from Excel?
Yes. Clients, live projects, vendors and pending payments are imported before go-live, so running sites continue in the system without a second record beside it.
Who in the studio can see a client’s contact details?
It depends on the role. Designers usually see their own clients, while the owner and accounts see all of them. Roles are set up before anyone logs in.
Does it call or message the client?
Partly. Reminders for payment milestones and approval requests go out by WhatsApp or email. Ordinary calls remain calls, and the designer records what was agreed afterwards.
Tell us what you need.
Share your requirements and one of our engineers will come back to you within one business day.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements