CRM for Interior Designers

Manage your design studio like a pro.

Track client projects, proposals, and consultations — from enquiry to handover.

From the first site visit enquiry to final handover — NeerSoft CRM gives interior designers a clear pipeline to manage every client project, never lose a lead, and stay on top of follow-ups across multiple concurrent projects.

8+

Avg. concurrent projects

₹399

Starting price / month

PWA

Use from site visits

NeerSoft CRM dashboard

The problem

Sound familiar?

Project enquiries from Instagram, WhatsApp, and website all in different places

No clear record of which clients are in proposal stage vs. active project

Consultation calls not tracked — leads go cold after the first discussion

Multiple ongoing projects with different clients and no central dashboard

Past clients not being re-engaged for new projects or referrals

No view of project pipeline value or expected revenue this quarter

The solution

NeerSoft CRM fixes all of this.

Project pipeline

Move each client through stages: Enquiry → Site Visit → Proposal → Active → Handed Over. Full visibility.

Capture leads from website

Contact form on your studio site sends enquiries directly to your CRM — no missed opportunities.

Consultation scheduling

Book initial consultations via Google Meet directly from any client record. Save 15 mins of back-and-forth.

Site visit notes & briefs

Log site visit notes, client preferences, and design briefs per client. Your team sees the same history.

Revenue pipeline view

See total project value across all stages. Know what's likely to convert this month.

Past client re-engagement

Use recurring services to set reminders for past clients — re-engage for renovations, referrals, or new projects.

What's included

Everything you need to run your business.

Client contact management
Project pipeline with custom stages
Lead capture form for studio website
Consultation scheduling via Google Meet
Site visit notes per client
Project value & revenue tracking
Team access for design assistants
Mobile PWA for site visits
CSV import from existing contacts
Activity log per project

I juggled 8 active projects across WhatsApp groups and a notebook. Now everything is in one place — client briefs, proposals, and follow-up reminders. My studio runs so much smoother.

PM

Priya Mehta

Interior Designer, Bangalore

Common questions

Can I track the value of each project?

Yes. Every deal has a value field. Enter the project value and see total pipeline revenue across all stages on the dashboard.

Can my design assistants access client records?

Yes. On Growth and Custom plans, Staff role users can view and update client records without touching billing or settings.

How do I capture leads from Instagram or WhatsApp?

You can add a new customer record manually in under 30 seconds from your phone. For website traffic, our lead capture form works automatically.

Can I use this for both residential and commercial projects?

Yes. Use deal stages and notes to distinguish residential vs. commercial projects within the same workspace.

Ready to get organised?

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🇮🇳 Built in India for Indian businesses