Interaction Tracking for Interior Design Clients
Interaction tracking logs calls, meetings, site visits and important messages against each client and project. The studio can see what was agreed on site and which requests are still open.
Every contact is logged to the project
Calls, meetings, site visits and messages that matter are logged against the client and the job they concern. Each entry is a short note written on the day by whoever was present. Entries left for later tend to go unwritten, and the log then shows blank weeks.
Commitments made on site
Questions the log answers
- When anyone last spoke to this client
- What was agreed at the last site visit
- Who gave the client a handover date for the kitchen
- Which requests are still waiting for an answer
Nothing records itself
Calls are not captured, messages are not read from anyone’s phone and no meeting is transcribed. A person types two lines after the visit. Where nobody writes the notes, the log stays empty.
Frequently asked questions
Can a designer log a visit from site?
Yes. The designer adds a note and a photo from a phone while still at the property. Two lines are enough. Photos help.
Is WhatsApp connected to this?
Partly. Outgoing messages, such as approval requests and payment reminders, can go over WhatsApp. Incoming chat is not pulled in, so anything agreed in a group must be noted against the project.
Who can read the notes?
Only the studio, by role. Every interaction logged against a client is visible to the owner and to whoever runs that project. Clients never see it on the portal.
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