Interior Design CRM
In interior design work, disputes come not from the price but from which version of the design was approved. Fabric, colour and lighting choices change several times over the course of the meetings; by installation day everyone has a different version in mind.
Every revision is a dated record under the project record; the approved version shows in the current-version field. In Rapitek CRM, an item whose supplier delivery date slips drops into a list.
- Keep concept revisions version by version under the project record; take the customer's approval on the signature screen in the mobile app and mark the signed version as current
- Attach the chosen products to the record item by item and track the supplier delivery date in the item's field
- Plan the installation and delivery appointment as a task and send the customer's reminder from the same record
- Report the site visit from the mobile app and add the photos of the space and the measurements to the project
| Concept Versions | Every revision is a dated record under the project record; when the customer approves on the signature screen in the mobile app, that version shows in the current-version field, and the next change opens a new version. |
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| Product Selection List | The chosen products are items attached to the project; brand, code and quantity sit in fields, and a changed selection is added as a new line without deleting the old item. |
| Supply Tracking | The supplier delivery date is a field on the item; items whose date has passed drop into a list, and the task to inform the customer is opened from there. |
| Curtain and Accessory Installation | The day the curtains, lighting and furniture are fitted is a task attached to the project record; the team, address and time are in fields, the item list under the task carries the products to be fitted that day, and the reminder sent to the customer is generated from that date. |
An interior job does not close with a single quote: a site visit is made, a concept is presented, the customer asks for two or three rounds of revisions, the chosen fabric turns out to be unavailable at the supplier and an alternative is discussed. Most of these rounds run over messaging; which image was approved and which product code stayed in the final version gets lost inside the correspondence. A single different product turning up at installation holds up both the work and the payment.
In Rapitek CRM the project is a record; every revision sits under that record with its own date, the customer gives approval on the signature screen in the mobile app, and the signed version is marked as the current version; there is no arguing later about which one applies. The chosen products are attached to the record item by item, the supplier delivery date sits in a field on the item, and a product whose date slips drops into a list. Installation is a task; the team and the appointment time are in fields, and the reminder sent to the customer goes out from the same record.
The scope of the plans and the separately priced items are written on the pricing page.
