CRM for Interior Designers and Design Studios in India
Enquiries on Instagram, measurements in a notebook, quotes saved as “v3-final-FINAL.pdf”, approvals buried in a client’s WhatsApp group — and nobody knows which project is about to slip. Nexvork’s interior design CRM runs every project from enquiry to handover on one timeline: site visits, moodboards, quotes, approvals and milestone payments, with AI watching the deadlines.
Built for every studio that turns a floor plan into a home
The same CRM core, four ways to run it — from a solo designer in Kharghar to a turnkey firm executing twelve sites across Pune and Mumbai at once.
Solo designers & freelancers
You design, you measure, you chase the quote and you chase the payment. Nexvork keeps the enquiry list, sends the site-visit confirmation, tracks who opened the moodboard and reminds you which milestone is due — all from your phone, between two site visits.
Design studios (5–25 people)
Three designers, a 3D artist, a site supervisor and an accounts person all touch the same project. Every drawing version, approval and vendor note sits on one timeline, and the owner sees which of the fourteen live projects needs a call today — without asking in the group.
Turnkey & design-build firms
You own execution, so you own the delays. Room-wise tasks, a vendor per trade, BOQ lines tied to milestones and an AI handover-risk flag that reads slippage before the client does. Collections stop depending on someone remembering to send the reminder.
Modular kitchen & wardrobe dealers
High enquiry volume, short cycle, fierce price comparison. Lead scoring by budget and locality puts the serious buyers first, quote share links show who is still comparing, and the follow-up sequence runs in Hindi or Marathi while your showroom is busy.
One pipeline from enquiry to handover — the way a project really moves
Generic CRMs stop at “deal won”. An interior project is only half done at that point. Nexvork’s interior design edition ships these seven stages, each with its own fields, checklist and automation, and you can rename or add stages without calling us.
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01
Enquiry
Instagram DM, website chatbot, JustDial, Google, a referral from an architect — every enquiry lands as one lead with budget, BHK, locality and source.
auto · reply in 30s · score -
02
Site Measurement
Slot booked on WhatsApp, designer assigned, carpet area, photos and measurements uploaded from the phone on site.
auto · confirm · remind −1 day -
03
Concept
Moodboard, layout options and material palette go out as a share link. Client reactions and questions are logged on the project.
auto · share link · track opens -
04
3D / Quote
3D renders and the itemised quote (v1, v2, v3) on one page with the room-wise BOQ. Every version stays attached to the project.
auto · follow-up at best time -
05
Approval
Client approves on WhatsApp or the share page. Version, time and change requests are recorded, and the next milestone falls due.
auto · approval trail · milestone due -
06
Execution
Room-wise tasks, a vendor per trade, site photos, slippage flags and the mid-execution payment — visible to the client through their link.
auto · vendor nudges · risk scan -
07
Handover
Snag list, final payment, handover photos, a review request and the referral ask — then the project closes with its full history.
auto · feedback · referral ask
Design is the easy part. Everything around it leaks money.
Studios rarely lose a client on the design. They lose margin on the forty small things between the first call and the last payment. These are the ones the interior design CRM takes off your desk.
- 01Enquiries answered late, or neverAn Instagram DM at 10 PM waits until morning, and by then the client has messaged three other studios. The AI assistant replies in under a minute, asks budget, BHK and locality, and books the site visit.
- 02Quote versions nobody can tracev2 in the group, v3 on email, the “final” on a designer’s laptop. One share link per project carries every version, and the approval is stamped on the one that counts.
- 03Approvals that exist only as “ok done” in a chatWhen the client disputes the laminate six weeks later, you scroll. Nexvork records who approved which version, when, and what they asked to change.
- 04Milestone payments chased by memoryThe 40% at approval slips because no one sent the reminder. Each milestone is dated, reminded on WhatsApp with a UPI link, and shown as outstanding until marked received.
- 05Delays you hear about from the clientCarpentry is nine days late and the painter is already booked. The AI reads the timeline, flags handover risk and drafts the client update before the angry call.
What Nexvork configures for a design studio on day one
Fields, stages, templates and automations that already know what a site visit, a BOQ and a milestone are. Rename anything; nothing is locked.
Site-visit scheduling
Fields for site address, society, carpet area in sq ft, possession status and assigned designer. The client picks a slot on WhatsApp, the designer gets it on their calendar, and a reminder goes out the evening before. Measurements and photos upload from the mobile app on site.
Quote & moodboard share links with open tracking
Upload the PDF quote, the renders and the moodboard; Nexvork publishes a clean share page under your studio’s name. You see when it was opened, how many times and which version, so the follow-up call starts with “I saw you looked at the kitchen option twice”.
Approval trail
Every approval is a record: which version, who approved, when, through which channel, and the change requests that came with it. “Approved on WhatsApp” is captured from the chat, not retyped.
Milestone payments
Your own split — say 10 / 40 / 40 / 10 — as dated lines with amounts. WhatsApp reminder with a UPI link when due, marked received in one tap, outstanding per project and across the studio.
Vendor & BOQ notes
BOQ lines per room, a vendor per trade (carpenter, electrician, painter, modular), PO status, delivery dates and site notes with photos — on the project, not in a separate sheet.
Project timeline
Milestones, execution tasks by room and their target dates on one view. Slippage is flagged in days, and the AI uses it to score handover risk.
Client portal-style share link
One private link per client: current stage, approved concept, quote version, invoices, milestone status and the site photos you choose to publish. No app, no login.
Referral tracking
Architects, brokers, builders and past clients saved as referral partners. Every enquiry carries its source, so you see which partner sends approvals, not just leads — and the handover message asks for the next referral.
Four moments where the AI earns its keep in a design studio
The same engine that scores property buyers on the real estate edition now reads budgets, quote opens and site slippage. Scroll through a week.
AI scores every enquiry by budget and locality
Budget band, BHK, locality, possession date and how fast the client replied are weighed against your own history — the ticket sizes you actually close and the localities where you have delivered. Hot leads reach a designer with site-visit slots already offered; cool ones enter a nurture sequence instead of clogging the call list.
AI times the quote follow-up
A quote opened three times after 7 PM with the wardrobe page read longest is a different conversation from one never opened. Nexvork reads the share-link activity, picks the hour the client is most responsive and drafts the WhatsApp nudge with the option they were looking at.
AI predicts handover risk before the client feels it
Slippage on execution tasks, pending approvals, overdue milestones and each vendor’s delivery record on your earlier projects roll into one low, medium or high flag per project. High-risk projects come with a drafted client update and a vendor reminder you approve in one tap — or edit first.
AI assistant answers the 11 PM enquiry
On your website and WhatsApp, the assistant answers in English, Hindi or Marathi from your own price bands and localities, captures budget and possession, offers site-visit slots and hands the lead to a designer in the morning with the full chat. It never quotes a number you have not approved.
The client already lives on WhatsApp. Now the project does too.
Every message goes out from your studio’s verified business number through the official WhatsApp Business API, lands in one shared inbox your team can see, and writes back to the project. Nothing lives only in a chat.
- Site-visit confirmation and day-before reminderSlot, designer’s name and what to keep ready — in the client’s language, with a one-tap reschedule.
- Quote and moodboard delivery with open trackingThe share link goes out as a button; you see the open before you call.
- Approval captureAn APPROVE reply or a tap on the share page stamps the version and time on the approval trail, and logs any change request with it.
- Milestone reminders with UPI linksDue-date reminder, a gentle nudge three days later, receipt acknowledgement when you mark it received.
- Execution updates and handoverWeekly progress photos, snag-list confirmation, a review request and the referral ask — scheduled, not remembered.
What a studio owner’s Tuesday looks like
Fourteen live projects, five designers, two sites in execution. Here is the day with the CRM doing the remembering.
One screen, not five chats
The daily brief on the phone: three site visits confirmed overnight by the assistant, two quotes opened last night, one milestone of ₹3.2 L paid via UPI at 11 PM, and the Kulkarni project flagged high risk with a drafted update. You approve the update over chai; it goes out in English to the client and in Hindi to the carpenter.
Site work writes itself up
Neha finishes the Wakad measurement and uploads 18 photos and the carpet area from the mobile app before leaving the building. The site supervisor in Baner marks electrical first-fix done in Marathi; the client’s share link updates. The BOQ for the Iyer office gets its laminate line corrected once, in one place.
Follow-ups go out at the right hour
The AI sends four quote follow-ups at each client’s best time — one in Marathi, three in English — each with the option that client looked at longest. Mrs Deshmukh replies APPROVE; the approval is stamped, milestone 2 falls due, and the UPI reminder is already on its way. Tomorrow’s call list is ready before you close the app.
Reports a studio owner actually opens
Not forty dashboards. The six numbers that decide whether this quarter was profitable, on your phone every morning, filterable by designer, source and month.
- Enquiry → site visit → quote → approval funnelWhere leads drop, by source and by designer. Instagram enquiries that never reach a site visit are a content problem, not a sales problem.
- Quote-to-approval rate and daysHow many quotes convert, how long they take and which version usually wins — v1 or v3.
- Collections and outstanding milestonesMoney due this week, overdue by project, and the designer or site it sits with.
- Projects by handover riskEvery live site on a low / medium / high scale with the reasons, so the Monday meeting starts at the right project.
- Referral partners and repeat clientsWhich architect, broker or past client sent the approvals, not just the enquiries.
From your Excel sheet to a live studio CRM in a day
No consultants, no six-week implementation. Our team in Kalyan does the import and the WhatsApp setup with you, in English, Hindi or Marathi.
Pick the Interior Design edition
The seven-stage pipeline, site-visit fields, quote and moodboard share pages, approval trail, milestone templates and WhatsApp messages are configured the moment you choose it. Rename a stage or change the payment split before lunch.
We import your data
Send the Excel of enquiries, the list of running projects with their current stage, your vendor list and your quote PDF template. We clean duplicates, map your columns to the right fields and put every live project on its timeline at the right stage.
Live in a day
Your WhatsApp business number is connected to the official API, templates are submitted for approval, designers get their logins and roles, and the first site-visit confirmations go out the same evening.
Six things, and we handle the rest
- Your enquiries and running projects in Excel or your old CRM, with the stage each is at
- Client phone numbers with WhatsApp consent, and the language each client prefers
- The milestone split you use — for example 10 / 40 / 40 / 10 — and your UPI ID
- Your logo, studio name and the quote PDF format you send today
- Team list with roles: designer, 3D artist, site supervisor, accounts, owner
- A WhatsApp business number (a new SIM is fine) and a GST certificate for Meta verification
Questions interior designers ask on the first call
Both, on one timeline. The front half is a CRM: enquiries from Instagram, your website, JustDial and referrals land as scored leads, site measurements are booked, and quotes are shared and followed up. The back half is the project: approvals, milestone payments, vendor and BOQ notes, execution tasks by room and handover. Because it is one record from enquiry to handover, you never re-enter a client into a second tool.
Yes. Every project gets a private share link that opens in any browser. The client sees the stage they are at, the approved concept and 3D renders, the current quote version, invoices and milestone status, and site photos you choose to publish. Nothing to download, no login to remember, and you decide what is visible.
You define your own split, for example 10% on booking, 40% on design approval, 40% mid-execution and 10% at handover. Each milestone becomes a dated line on the project with an amount. When it falls due, Nexvork sends a WhatsApp reminder with a UPI link, records the payment when you mark it received, and shows outstanding money per project and across the studio on the reports page.
No, and it does not try to. Keep SketchUp, AutoCAD, 3ds Max, Canva or Excel for the design and costing work. Nexvork is where the output lives and moves: upload the renders, the PDF quote and the BOQ, share them through one link, track who opened what, and record the approval. The version history means v1, v2 and v3 stay attached to the same project.
It watches the signals you already record: days of slippage on execution tasks, pending client approvals, milestone payments overdue, change requests after approval and each vendor's delivery history on your earlier projects. Every project gets a low, medium or high handover-risk flag with the reasons listed, and the AI drafts the client update or vendor reminder for you to approve. It is a prediction, not a promise, but it surfaces the project that needs a call today.
Yes. Source is a first-class field on every enquiry, with Referral as an option that asks who referred. Architects, brokers, builders and past clients can be saved as referral partners, so the reports page shows how many enquiries, approvals and rupees each partner sent you. A thank-you message after handover asks the client for a referral automatically.
Yes. The app, the WhatsApp templates and the AI assistant work in English, Hindi and Marathi. A site supervisor can update a task or upload photos from the mobile app in Marathi while the client receives the approval request in English. Support and onboarding from our team in Kalyan, Maharashtra are also in all three languages.
A single studio is typically live in a day: pick the Interior Design edition, send us your Excel of enquiries and running projects, and connect your WhatsApp business number. Pricing depends on the number of users and the WhatsApp volume you need, and plans are sized from a solo designer to a multi-city studio. Book a demo or WhatsApp us and we will quote for your team size.
Running a studio with a workflow we have not described? Tell us how you work