Enquiries from every direction
Instagram messages, referrals, builder tie-ups and walk-ins each end up in a different chat or notebook.
CRM for interior designers
CRM for interior designers: enquiry, quotation, project and payment
An interior project is sold over weeks, quoted more than once and paid in stages. WTS CRM keeps the site details, every quotation version, the follow-ups and the instalments on one client record, so nothing agreed at the site visit is lost.
Sound familiar?
Quotes revised five times
The client changes the scope after each visit, and nobody is sure which version they actually agreed to.
Silence after the site visit
The quote goes out, the client compares three designers, and the follow-up depends on you remembering.
Stage payments tracked by memory
Booking amount, design stage and execution stage are paid on different dates, and the balance is a guess.
How WTS CRM works for interior designers
Log the enquiry with the site details
Keep the property type, location, budget and possession date on the lead as custom fields.
Book the site visit and the follow-up
A dated next step after every visit, with the reminder in your 9:00 email.
Quote in line items
Send an itemised GST quotation as a link and revise it as new versions while the old ones are kept.
Win, run the project, bill in stages
Open the project with its tasks, then record the booking amount and later stages as payments.
What interior designers use most
Quotation versions
Changing a sent quotation creates a new version and keeps the earlier one, so you can show what was offered at each step.
Viewed alerts
You are emailed the first time the client opens the quotation, which is the best moment to call.
Projects with tasks
One project per site, with tasks you define, such as measurements, design approval, procurement and handover, each with an owner and due date.
Stage payments and balance
Record every instalment by UPI, bank transfer, cash or cheque and see the balance due on the invoice.
Everything included
Most interior designers start on the Solo plan at ₹999 a month, after a free trial. Compare plans.
- Lead management — Every enquiry in one pipeline, with its status, temperature and notes kept together.
- Follow-ups and tasks — The next call or message is scheduled, prioritised, and waiting for you each morning.
- Clients and projects — When a lead is won, the relationship carries on in the same place.
- GST invoices and payments — Bill the work you won and see exactly what is still owed.
- Teams and roles — Share one workspace, and give each person only the access their job needs.
- Reports and your data — See how the pipeline is doing, and keep full control of what is in it.
Guides for interior designers
CRM with quotations
Create GST quotations right from your CRM
CRM with project management
CRM with projects and tasks built in
CRM with invoicing
CRM with GST invoicing for Indian service businesses
Lead follow-up software
Follow-up software that never lets a lead go quiet
Guide
How to Follow Up on a Quotation: Message Templates for WhatsApp and Email
WTS CRM for other teams
Questions from interior designers
Can I send a quotation with many line items?
Yes. Each line has a description, HSN or SAC code, quantity, unit, rate, discount and GST rate, with totals worked out as you type.
What happens when the client changes the scope?
Revise the quotation. The earlier version is kept and marked Revised, so you can still show what was offered before.
Can I bill in stages?
Yes. Record the booking amount and later stages as payments against an invoice, or raise a separate invoice for each stage. The balance stays visible until it is cleared.
Does it do design files, material lists or site measurements?
No. It is not design or estimation software. It holds the client, the commercial documents, the tasks and the money. Keep drawings in the tools you already use.
Which plan do I need?
Solo (₹999 a month) for one person, or Team (₹2499, 5 seats) for a studio with designers and a site supervisor. Quotations, projects and invoices come with Solo and above; Starter covers leads and follow-ups only.