CRM for Home Staging Companies

• The problem

  The agent needs the house staged before the photo shoot, and your install days are in a notebook.

  In Kompot.ai

  Each install is a job with the address, the crew, a time window and the photo date in its notes. It sits on the shared calendar next to consultations and de-stages, so you see whether the crew is free before you promise a day.

• The problem

  A proposal goes to the seller and the agent, and you never learn whether anyone opened it.

  In Kompot.ai

  Build the staging proposal as an estimate from your price list — consultation, design fee, initial term, monthly extension. You see when it was viewed and approved, and the approved estimate converts into the first invoice.

• The problem

  The initial term ends, the house is still on the market, and the extension is never billed.

  In Kompot.ai

  Keep the term end date on the client and bill the monthly furniture rental as a subscription invoice with a payment link. A scheduled workflow creates a task before the term ends so you confirm the extension with the agent.

• The problem

  The house goes under contract and you learn about the de-stage at the last minute.

  In Kompot.ai

  A de-stage is its own job type with the pickup window, the crew and the lockbox notes. When the opportunity moves to sold, a workflow creates the task to schedule it and messages the agent to ask for the closing date.

• The problem

  Nobody remembers which sofa and which art went into which house.

  In Kompot.ai

  Attach the pull list and the install photos to the job for that house. At de-stage the crew opens the job on a phone and checks what comes back against the list and the photos.

What you keep on record

Staged properties

Listing address, vacant or occupied, rooms staged, install date and term end date as custom fields on the client.

Agents and sellers

The listing agent and the homeowner as contacts, each with every proposal, message and call about the house.

Pull lists and photos

The list of furniture, rugs and art sent to each house and room-by-room install photos, attached to the job.

Staging packages

Consultation, design fee, initial term per room and monthly extension in your price list for proposals and invoices.

Questions owners ask

Does Kompot.ai track every piece of furniture I own?

It does not count pieces or show what is available. You keep a pull list and install photos on the job for each house, so you know what went where and have something to check against at de-stage.

Can I bill the monthly rental automatically after the initial term?

Yes. Set up a subscription invoice that bills monthly, with a card payment link. When the home sells you stop it; an unpaid month is flagged as overdue, and a workflow can remind the client.

Who signs the staging agreement — the agent or the homeowner?

Whoever your contract names. A document can have several signers, so the homeowner and the agent can both sign the same agreement by link, and you keep the audit trail and the PDF.

Can the agent see how the staging is going without calling me?

Yes. Put the house in a project and share it by link. The agent sees the tasks — proposal approved, install scheduled, photos done — and can leave a comment.