Capture useful project context
Keep the client, location, project type, budget, rooms and timing together before work begins.
INTERIOR DESIGN CRM
Turn interior design enquiries into organised client relationships.
Keep prospective clients, project briefs, invitations, applications and follow-ups visible from the first enquiry. When a lead becomes a client, the important context can continue into their project workspace instead of disappearing into an inbox.
For interior designers and studios that want a practical lead management process without running a separate sales system beside their project software.
WHAT IT CONNECTS
CRM & leads that stays connected to delivery.
The workflow keeps useful context attached to the client, project, room, product, document or financial record it belongs to.
Track each opportunity
See which enquiries are new, invited, applied for, shortlisted, hired or no longer moving forward.
Continue into delivery
Carry accepted project information into setup, client communication and the live workspace.
HOW IT WORKS
A practical workflow from first action to clear result.
- 01
Receive the brief
Review the client’s requirements, location, scope, budget and supporting information.
- 02
Qualify the opportunity
Assess fit, communicate with the client and keep the next action visible.
- 03
Propose and agree
Prepare the fee proposal and maintain a clear record of what has been discussed.
- 04
Create the workspace
Start delivery with the approved brief and client details already connected.
WHY IT MATTERS
Spend less time rebuilding information and more time running the studio.
Fewer missed follow-ups
Keep the status and next action visible rather than relying on memory.
Better-fit projects
Review the right information before committing studio time.
A smoother handoff
Move from sales to project delivery without copying the brief into another tool.
QUESTIONS
About crm & leads in Workspace.
What is an interior design CRM?
An interior design CRM organises prospective clients, enquiries, project details, communication and the steps that turn a lead into an active project.
Can clients submit project briefs?
Yes. Clients can submit structured briefs and invite designers, giving the studio useful context before applying or accepting work.
Does a hired project create a workspace?
Yes. Once the engagement is confirmed, the project information can continue into guided workspace setup.
Can the studio message a prospective client?
The connected portal messaging flow keeps pre-hire communication available before the client makes a decision.
THE DESIGN INDEX WORKSPACE
Run the project and the business in one place.
Join The Design Index as a designer to access Workspace, professional resources and the connected design community.