CRM & ERP for Interior Design
Connect lead management, design briefs, BOQ creation, vendor coordination, and project milestones into one platform that handles every project from enquiry to handover.
Interior Design Is a Project Business That Needs Process Control
Interior design firms juggle multiple live projects at once, each involving site visits, design iterations, material selections, vendor negotiations, and client approvals. Without a structured system, requirement details get lost in WhatsApp threads, quotations are prepared in disconnected spreadsheets, and project timelines slip without anyone noticing until it is too late.
Lead follow-ups fall through the cracks when enquiries arrive from calls, Instagram, referrals, and walk-ins with no central pipeline. BOQs have inconsistent item rates across designers, and vendor deliveries are confirmed over phone calls with no written record.
T3 CRM & ERP for Interior Design connects your lead pipeline, design workflow, bill of quantities, procurement, and project scheduling so every project operates from one system.
What T3 Does for Interior Design Operations
Only the operational capabilities interior design firms use daily — no generic claims.
Lead Capture & Enquiry Management
Centralised pipeline for enquiries from calls, website forms, social media, and referrals with auto-assignment and follow-up scheduling.
Site Visit Scheduling & Tracking
Calendar-based site visit scheduling with reminders, digital brief forms for room measurements, and client preference documentation.
Client Requirement Documentation
Structured design briefs capturing room layouts, material preferences, budget parameters, and style references linked to each project.
Design Stage & Revision Tracking
Configurable stages from concept to 3D visualisation to final design, with revision history, client feedback log, and digital approval sign-offs.
Bill of Quantities (BOQ) Management
Room-wise BOQ sections with item descriptions, unit rates, quantities, area calculations, and pre-loaded vendor rate libraries.
Estimate & Quotation Generation
Consolidated quotations from BOQ data with tax, discount, and margin configurations using standardised templates across all projects.
Material & Vendor Coordination
Purchase orders linked to BOQ line items, vendor delivery tracking, goods received notes, and material specification matching.
Project Progress & Milestone Tracking
Trade-wise scheduling for carpentry, electrical, painting, and finishing with task dependencies and milestone-based billing triggers.
From Enquiry to Project Handover
A connected interior design project lifecycle where every phase feeds into the next.
Lead & Enquiry
Capture enquiries from calls, website forms, social media, and referrals into a single pipeline. Assign leads to designers, schedule initial consultations, and track conversion from enquiry to signed project with source-wise performance visibility.
Site Visit & Requirement
Schedule site visits with calendar reminders, gather room measurements, document client preferences and budget parameters using digital brief forms. Every interaction is logged so the design team starts with complete context.
Design & Estimate
Develop concepts, share 3D renders, incorporate client feedback, and obtain design approval. Prepare the detailed BOQ with room-wise breakdowns, apply margins, and generate the client quotation from standardised templates.
Execution & Procurement
Raise purchase orders to vendors for laminates, hardware, fabrics, and fixtures. Schedule site work by trade — carpentry, electrical, painting, finishing — and track milestone completion and material deliveries on the ground.
Handover
Complete final punch-list items, process milestone-based payments, collect outstanding dues, and hand over the finished project with a complete record of every design decision, approval, and vendor delivery along the way.
How Different Teams Use T3
Each role in your interior design firm sees the modules and dashboards relevant to their daily work.
Sales / BD Team
Manages the lead pipeline from initial enquiry through site visit scheduling to proposal delivery. Tracks source-wise conversion rates, follow-up reminders, and signed project values. Sees which leads need attention and which proposals are pending client response.
Designer
Works through design stages from concept development to 3D visualisation and final drawings. Uploads revisions, logs client feedback, and records approval sign-offs. Accesses design briefs, room measurements, and client preferences directly from the project record.
Project Manager
Oversees execution across multiple concurrent projects. Monitors trade-wise task progress, material delivery timelines, and milestone completion. Flags delays before they cascade and coordinates between designers, vendors, and site teams.
Procurement
Raises purchase orders linked to BOQ line items, tracks vendor delivery commitments, records goods received, and matches delivered materials against specifications. Maintains the vendor rate library and compares pricing across suppliers.
Management
Views consolidated performance across all projects — pipeline value, project health by stage, BOQ vs actual cost variance, and outstanding payment ageing. Configures approval thresholds, margin rules, and role-based access controls.
What Changes When Interior Design Operations Connect
Better Process Visibility
See lead status, design progress, material deliveries, and project milestones across every active project in real time. No more chasing designers or vendors for updates.
Fewer Missed Actions
Automatic follow-up reminders, vendor delivery alerts, and milestone notifications ensure site visits, approvals, and payment collections happen on schedule.
More Consistent Workflows
Standardised BOQ templates, design stage gates, and approval processes across all designers and projects — reducing errors and ensuring uniform client experience.
Better Reporting & Control
Pipeline analytics, project health dashboards, BOQ vs actual cost variance, and payment ageing reports give management the data to make faster, informed decisions.
T3 configures modules, roles, approvals, dashboards, and reports around your interior design and project execution workflow.
Frequently Asked Questions
Common questions about T3 for interior design businesses.
Ready to Streamline Your Interior Design Business?
See how T3 CRM & ERP can bring order to your leads, designs, BOQs, vendors, and project deliveries.
