A CRM for design work
Leads, contacts, design firms, a jobs board and tasks, joined to every job you win.
The CRM is where work begins. Website inquiries arrive as scored leads. Real work becomes a possible job on your jobs board. When you are ready to price it, Start proposal opens the job file with its sidemark and checklists, and the possible job follows the job through to Won or Lost. The CRM is optional, so a workroom that takes its orders from designers can run without it.
Request an invitationThe process
From inquiry to job
- 01
Lead
A website inquiry lands with a score and a one-line reason. Turn it into a possible job, or dismiss it.
- 02
Contact
The homeowner, designer or builder, saved once and linked to their design firm.
- 03
Possible job
A card on the jobs board with a value and a source, moved along as the conversation goes.
- 04
Start proposal
Opens the job file at Quoting with its sidemark and both team checklists.
- 05
Won
Recording the client's approval, or the deposit, moves the card to Won.
The essentials
Built for this trade
Design firms as real records
The firm, its designers and its assistants are kept together, because the person who specifies is rarely the person who pays.
Tasks that follow the work
Follow-ups sit on the contact or the possible job and show up in CRM Tasks and on the CRM dashboard.
Clear columns
The jobs board runs Possible job, Request for proposal, Estimate sent, Won and Lost, the same for every team, so reports mean the same thing.
Optional by company
The CRM is set per company. Without it, jobs start from Create a project by hand.
Keep exploring
More of the suite
Private beta
See it with your own numbers.
During the private beta, we load your pricing, costs and process before your team signs in.