CRM for interior designers, from site visit to a signed quotation
DigiPix Flow is a CRM for interior designers, modular kitchen studios and fit-out firms whose home and office enquiries come from Meta ads, Google Ads lead forms and their website. It sends each enquiry to the right designer, keeps the client's WhatsApp photos on their record, puts site visits on the calendar, gets big discounts approved, and turns a quotation the client accepts online into a clean handover for your execution team.
- Meta, Google Ads and website enquiries in one list
- Site visits and follow-ups with reminders
- Quotations approved, then accepted online
- handover checklist items required before execution
- 5 of 6
- longest reminder ahead of a site visit
- 1 day
- approver roles for discounts on a quotation
- 3
Where interior design enquiries come from
- Meta lead adsKitchen, wardrobe and full-home offers
- Google Ads lead formsSearch campaigns for interiors
- Website formsBook-a-consultation forms
- CSV importHome-show and showroom visitor lists
- WhatsAppPhotos and voice notes on the thread
- ClientsWon projects handed to execution
A 3BHK enquiry nobody called back
The kitchen offer on Instagram brings forty enquiries in a weekend. They sit in Ads Manager and a shared inbox while your designers are on site, and by Tuesday the family with a ₹12 lakh budget has already booked a consultation with the studio down the road.
Site photos scattered across phones
The client sends photos of the kitchen wall and a voice note about the wardrobe to one designer's personal WhatsApp. When a colleague takes over the quotation, none of it has come with them, and the client is asked for the same measurements twice.
Discounts given away on the call
To close before Diwali, a designer promises 15% off a full-home quotation on the phone. The revised PDF goes out from their laptop, nobody signs off the margin, and the execution team only learns what was promised when the client reminds them on site.
Interior design lead management: every enquiry in one list
Connect the places homeowners and businesses reach you. Meta lead forms arrive by webhook with a lead source per form, and their answers, such as budget or property size, can fill your own lead fields. Google Ads lead forms post straight in, and a book-a-consultation form works on a hosted page or embedded on your website. Home-show visitor lists come in with a CSV import.
- A lead source per Meta form, such as Kitchen offer
- Meta answers mapped into your own lead fields
- Consultation forms on your site or a hosted page
- Possible duplicates flagged on email and phone
Send kitchen, wardrobe and full-home enquiries to the right designer
Assignment rules run in the order you set and check a lead's source, tags, score and segment. Send modular kitchen enquiries to your kitchen team, full-home projects to your senior designers and office fit-outs to the commercial desk, shared round robin or to whoever has the fewest open leads. A fallback owner catches the rest, and each assignment creates a follow-up task.
- Rules on source, tags, score and segment
- Round robin, weighted, fixed or least-loaded sharing
- Only within each designer's working hours
- A follow-up task created on assignment
Keep the client's photos and voice notes on their record
Designers message the client from the lead or deal, on your connected WhatsApp Business number, and the thread stays on that record for whoever works the project next. Photos of the site and voice notes the client sends are saved as attachments on the thread. Once Meta's 24-hour window closes, you send an approved template, and SMS is checked against your DLT templates.
- Photos and voice notes saved on the thread
- Threads on the lead, contact or deal, not a phone
- Approved templates after the 24-hour window
- Consent checked for sales and marketing messages
Put every site visit and showroom meeting on the calendar
Schedule a site visit as a follow-up on the lead or deal, with a time, a priority and a reminder from fifteen minutes to a day before. The calendar shows follow-ups and tasks by day, week or month, and a visit dragged to a new slot is rescheduled. After the visit, the designer logs the meeting on the deal, so the next step is on record.
- Site visit follow-ups with reminders
- Day, week and month calendar views
- Drag a visit to reschedule it
- Meetings logged on the deal after the visit
Build the fit-out quotation on the deal, not in a Word file
Add line items such as modular kitchen, wardrobes and false ceiling, each with a description, quantity and unit price, then one discount and one tax amount for the whole quotation, in the currency you choose. Every revision after a site visit becomes a new numbered version, and the client's link always opens the version they were sent.
- Line items of description, quantity and unit price
- One overall discount and one tax amount
- A new numbered version for every revision
- The PDF attached to the deal when it is sent
Big discounts signed off before the client sees them
Write approval rules on a quotation's amount band and discount percentage, and choose who decides: a sales manager, finance or an org admin, with a due time in hours or business days. Nobody approves their own request, a rejection needs a comment, and overdue requests are escalated. With the approval switch on, as it is by default, an unapproved quotation cannot be emailed.
- Rules on amount band and discount percentage
- Routed to a sales manager, finance or an org admin
- Due times, reminders and escalation
- No sending until the request is approved
The client accepts the quotation online, with a record of it
An approved quotation is emailed with a PDF and a secure link for each recipient, so both partners in a home project get their own. The client accepts by typing their name or drawing a signature, or declines with a reason. DigiPix Flow records the name, email, IP address, browser, time and version, alerts the designer, and the designer marks the deal won.
- A secure link for each recipient
- Accept with a typed name or a drawn signature
- Name, IP, time and version recorded
- The designer alerted the moment it is accepted
Hand the won project to execution with nothing left in a designer's head
Convert the won deal into a client and prepare a handover for the team that builds it. A default checklist covers the account and stakeholders, deliverables, access details, key files, the first 30 days and a customer success owner, with notes alongside, and a separate reviewer accepts it or asks for changes. DigiPix Flow does not schedule the work on site; the handover makes sure execution knows what was sold.
- A won deal converted into a client
- Six checklist items, five of them required
- A named customer success owner
- Accepted by a reviewer, or sent back for changes
From an enquiry to a handed-over project, in five steps
- STEP 01
Capture the enquiry
Meta, Google Ads and website enquiries land in one list with their source.
- STEP 02
Assign a designer
Rules send kitchen, wardrobe and full-home enquiries to the right person.
- STEP 03
Visit the site
A site visit follow-up with a reminder, and the meeting logged after.
- STEP 04
Quote and approve
A versioned quotation, with a big discount signed off before it is sent.
- STEP 05
Accept and hand over
The client accepts online and the project goes to execution with a checklist.
DigiPix Flow vs spreadsheets and WhatsApp only
| What it covers | Spreadsheets and WhatsApp only |  DigiPix Flow |
|---|---|---|
| Where enquiries land | Ads Manager, a website inbox and designers' phones | One lead list, each lead tagged with its source |
| Who takes a new enquiry | Whichever designer is free to look | The designer your assignment rules choose |
| Site photos and voice notes | On one designer's personal WhatsApp | Saved on the thread, on the client's record |
| Site visits | A reminder on someone's phone | A follow-up with a reminder, on the team calendar |
| The quotation | A Word file revised and resent as an attachment | A numbered version on the deal, emailed with a PDF |
| Discounts | Agreed on a call and found out later | Approval rules on amount band and discount percentage |
| Starting execution | A forwarded chat and a phone call | A client record with a reviewed handover checklist |
The sources and channels a design studio connects
Interior enquiries arrive from Meta lead ads, Google Ads lead forms and your website, and your designers talk to clients on WhatsApp and DLT-checked SMS from the same record.
Interior designer CRM questions, answered
What is a CRM for interior designers?
It is the system that takes an enquiry from the first ad click to a signed quotation without anything living in one person's phone. In DigiPix Flow that means enquiries in one list, assignment rules that pick the designer, WhatsApp on the client's record, site visits with reminders, approved quotations the client accepts online, and a handover to execution.
Does DigiPix Flow include design or drawing tools?
No. DigiPix Flow does not draw layouts, make visualisations or price materials from a catalogue. It manages the sales side of a project: the enquiry, the follow-ups, the quotation and the handover. Your designers keep using the design software they already have.
Can I capture the client's budget and property size from my ads?
From Meta lead forms, yes: map each form question to one of your own lead fields, such as budget, property type or carpet area, and the answers arrive on the lead. Website forms save into the standard lead fields, such as name, phone, source and tags, so ask those questions on a Meta form or add them after the first call.
Can I schedule site visits in DigiPix Flow?
Yes. A site visit is a follow-up on the lead or deal with a date, time, priority and a reminder from fifteen minutes to a day before. It appears on the day, week and month calendar inside DigiPix Flow, and can be dragged to a new slot. The calendar does not sync with Google or Outlook.
Can a quotation include GST and a discount?
A quotation has one overall tax amount, which you enter, alongside one overall discount amount and its line items of quantity and unit price. DigiPix Flow does not split tax into components or calculate it per line, so enter the figure your accounts team works out.
Who can approve a discount on a quotation?
The role your rule names: a sales manager, finance or an org admin, or a specific person. The requester is always skipped, the approver sees the exact numbers submitted and must comment to reject, and requests that pass their due time are escalated.
How does a client accept a quotation?
They open a secure link from the email and accept by typing their name or drawing a signature, or decline with a reason. DigiPix Flow records the name, email, IP address, browser, time and version, alerts the designer, and the designer then marks the deal won.
What happens after a project is won?
The designer converts the won deal into a client and prepares a handover with a six-item checklist, notes and a customer success owner, which a reviewer accepts or sends back. DigiPix Flow does not schedule work on site or raise bills, so your execution team works from the handover in the tools it already uses.
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Keep exploring
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Turn your next site visit into a signed quotation
Talk to an expert — bring a real enquiry, and see it routed, visited, quoted, approved and accepted.
- A real person, not a bot
- Bring a real project enquiry
- See it quoted and accepted