Furniture CRM
In made-to-measure furniture the fabric and colour chosen at the point of sale stay on a scrap of paper; once production has started, the question "which fabric was it?" is put to the customer all over again.
Fabric, colour and dimensions are fields on the order line; the choice is entered at the point of sale and production reads it from the same record. Installation is a task tied to the order.
- Record a made-to-measure order together with the fabric, colour and dimension choices
- Track the production, dispatch and installation stages on the order record
- Plan the installation appointment around team availability and notify the customer
- Keep the price agreements of dealers and project customers on the account card
- Link post-delivery warranty and service requests to the same order
| Order Configuration | Fabric, colour and dimensions are fields on the order line; the choice is entered onto the record at the point of sale and production reads it from the same record, without asking a second time. |
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| Production and Delivery Stages | Production, dispatch and installation are stages of the same order; which order is waiting where is read from the stage report. |
| Installation Team Calendar | Installation is a task tied to the order; the team, the date and the address are its fields. Because installations falling on the same day sit side by side in the calendar, giving a second job to the same team is visible on the record, and the notification to the customer goes out from that task's date. |
| Dealer and Project Pricing | Dealers and project customers are each an account record; the agreed price list is linked to the account and comes from there onto the quote. |
| Warranty and Service | A service request is linked to the relevant order; which product, which fabric and when the problem arose are tracked from the order record. |
In made-to-measure furniture the distance between sales and production is long, and what gets lost most often over that distance is the choice: which fabric, which colour, which dimensions. When these are written on a scrap of paper at the point of sale, the customer is asked again at the production stage; and when they are misremembered, the piece is made from scratch.
Rapitek CRM turns the choice into a field on the order, so production reads it from where sales wrote it. Because production, dispatch and installation are stages of the same record, the customer's question "when will it arrive?" is answered by looking at a single record.
The scope of the plans and the items priced separately are set out on the pricing page.
