CRM for Interior Designers

• The problem

  The client approved the tile in a text message and now says they never did.

  In Kompot.ai

  Selections go to the client as an estimate with each item on its own line. You see when it was viewed and approved, and that approval stays on the client's record along with every message about it — text, WhatsApp or email.

• The problem

  A sofa is on order, a rug is backordered, and nobody knows what arrives when.

  In Kompot.ai

  Each order is a task in the project with the vendor, the expected ship date as its due date and the order confirmation attached. Overdue tasks show which deliveries slipped while the install date can still be moved.

• The problem

  The concept was presented weeks ago and the client still has not answered.

  In Kompot.ai

  A project shared by link shows the client what is waiting on their decision and lets them comment. When an approval sits unanswered, a workflow creates a follow-up task, so the phase does not drift.

• The problem

  Design fees are billed late because a phase ends without anyone marking it.

  In Kompot.ai

  Bill each phase — retainer, concept, design development, procurement — as its own invoice with a payment link. Partial payments are recorded, and an unpaid retainer is flagged as overdue before you start drawing.

• The problem

  A new inquiry asks for a quick call, and agreeing on a time takes days of messages.

  In Kompot.ai

  The online booking page lets the prospect pick a discovery call slot from your calendar. You save their home, the scope and the budget range on the contact and open an opportunity in your pipeline.

What you keep on record

Client and home

Address, rooms in scope, style notes, budget range and household details such as kids and pets as custom fields on the client.

Selections and approvals

Each estimate of furnishings, finishes and fixtures with its viewed or approved status and the date.

Orders and lead times

A task per purchase order with the vendor, the expected ship date and the confirmation file, grouped in the project.

Vendors and trades

Showrooms, workrooms, upholsterers and installers as contacts, with trade terms and your notes.

Questions owners ask

How do clients approve selections?

You send the selections as an estimate. The client opens it and approves or rejects it, and you see the status and the date on their record. For the bigger picture, share the project by link so they can follow the tasks and comment.

Does it handle procurement and purchase orders?

It tracks them as work, not as stock. Each order is a task with a vendor, a due date and the confirmation attached, and vendor bills are logged as expenses by photographing the receipt. It does not place orders with vendors for you.

Can I bill a retainer first and the rest by phase?

Yes. Send a retainer invoice with a payment link, then one invoice per phase. Partial payments are recorded against the invoice, and an ongoing monthly design retainer can be set up as a subscription invoice.

Our contractor and installer need to see the schedule. Can they?

Add them as users with a role that limits what they can open, or keep them as contacts and send the install job details by message. Install days and site meetings sit on a shared calendar that syncs with Google Calendar.