Client Relationship Tracking for Interior Design
Client relationship tracking records every conversation, site visit and approval, and keeps follow-ups on a calendar. Each open enquiry carries its next action and the date that action is due.
Enquiries with a next action
Every lead carries the next task and the date it is due, so no enquiry sits without an owner. A client expecting possession in August gets a call in July. The list of calls for the week is built from those dates.
Contact after handover
Where enquiries stall
- A revision requested and never sent
- A lead handed to a busy designer
- A quotation sent with no follow-up
- A family waiting for possession, filed and forgotten
What reminders cannot do
The system does not explain why a client stopped answering. Price, a relative’s carpenter or a change of plan are all possible. A reminder puts the call on a task list, and a person makes it.
Frequently asked questions
How is this different from a client list?
A list records who the clients are. This one also holds what happens next and when, so a quiet enquiry surfaces on the calendar and is not remembered months later.
Can we see enquiries that never became projects?
Yes, with the last event recorded on each one. Reading that list each quarter shows where follow-up stopped and which designer or stage the enquiry was waiting on.
Do reminders go to the client or to the studio?
Both. Follow-up tasks go to the designer, while approval requests and payment reminders go to the client by WhatsApp or email.
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