Interior Design CRM Software in Mumbai
Manage leads, design briefs, BOQs, client approvals, procurement, milestone billing, site execution and final handover in one connected T3 ERP platform.
Talk to our ExpertWhy Interior Design Businesses Need CRM & Project Control
Interior design and turnkey fit-out work is not a simple sales transaction. A single project moves through consultation, design brief, concept approvals, BOQ, procurement, execution, billing and snag closure. Without one connected system, teams depend on WhatsApp messages, spreadsheets and designer memory, which makes scope, cost and collection difficult to control.
Lead & Consultation Tracking
Every enquiry gets a clear owner, next follow-up and consultation record so promising opportunities do not get lost in calls, DMs or informal notes.
Design Sign-Off Discipline
Mood boards, layouts, renders and material boards stay under version control with client approval before teams move to the next project stage.
BOQ & Cost Control
Estimated material, labour and execution costs remain connected with quotation, procurement and actual project spending.
Milestone Billing Visibility
Design fees, procurement advances, execution milestones and retention can be invoiced and collected in line with actual project progress.
Site Execution & Snag Closure
Measurements, site visits, execution updates, client changes and snags follow a formal workflow so the project closes with fewer disputes.
Procurement, Billing & Site Execution Control
Once the BOQ is accepted, project profitability depends on disciplined procurement, stage-wise billing and controlled site execution.
T3 ERP connects purchase requisitions, purchase orders, GRN, material issue, milestone invoices, change orders and snag closure with the project.
BOQ-Linked Procurement
Approved BOQ lines flow into purchase requisitions so required materials and services can be consolidated before purchase orders are raised.
Vendor & Material Tracking
Track vendor selection, ordered quantity, received quantity, actual rate, site issue and variance against the original BOQ estimate.
Milestone Billing Schedule
Manage booking advance, design fee, procurement advance, execution stages, handover and retention as clear billing milestones.
Collections & Adjustments
Raise proforma or tax invoices, collect through payment links, adjust advances or On-Account receipts and record TDS wherever applicable.
Change Order Management
Price client changes as formal change orders with baseline reference, value, e-sign approval, schedule impact and Sales Order amendment.
Site Visit & Snag Control
Capture measurements, execution updates, snag photos, priority, assigned owner, status and signed handover checklist from the field.
Lead, Design Sign-Off & BOQ Control
Interior projects need strong control before execution starts. T3 ERP keeps enquiry details, design approvals and BOQ revisions linked to the same project record, reducing missed follow-ups, uncontrolled design changes and quotation mismatch.
Lead and Consultation Management
Complete Interior Design CRM Workflow
T3 ERP Interior Design CRM manages the complete workflow from enquiry to project closure. Each stage is connected with the same client, project, BOQ and billing record, so sales, design, procurement, site and finance teams work from one source of truth.
Enquiry & Consultation
Capture website, referral, Instagram, exhibition, walk-in or builder tie-up enquiries as leads, assign an owner and schedule the first consultation.
Design Brief & Requirement Capture
Record spaces in scope, property size, style preference, budget, timeline, references, constraints and site photographs after the consultation.
Design Stages & Client Sign-Off
Upload mood boards, 2D layouts, 3D renders, material boards and GFC drawings as versioned stages with client approval and rework notes.
BOQ & Quotation Approval
Prepare an itemised BOQ with sections, quantities, rates, GST, margins and revisions, then convert the accepted BOQ into a Sales Order.
Procurement & Site Execution
Raise purchase requisitions and purchase orders from BOQ lines, receive materials, issue them to site and track execution progress.
Milestone Billing, Snagging & Handover
Raise milestone invoices, collect payments, manage change orders, close snags and complete the signed handover checklist before project closure.
Better Project Control for Interior Design Businesses
T3 ERP gives owners and managers a practical view of project progress, cash position, design approvals, procurement movement and project profitability without waiting for separate updates from each team.
Better Lead Handling
Every enquiry, consultation and follow-up stays tracked with source and owner visibility.
Cleaner Design Approvals
Versioned design stages and client sign-offs reduce confusion and rework disputes.
Stronger BOQ Discipline
Quotations, BOQ lines, procurement and actual cost stay connected for better margin control.
Improved Cash Flow
Milestone billing and collections can move with project progress instead of being handled at the end.
Controlled Scope Changes
Change orders make additional work visible, priced and approved before execution.
Clear Handover Process
Site visits, snags and handover checklists remain linked with the project record.
Interior Design CRM FAQs
Find answers to common questions about design approvals, BOQ management, procurement, milestone billing and interior project execution with T3 ERP.
Connect Design, BOQ, Procurement, Billing & Site Execution with T3 ERP
Manage enquiries, design approvals, BOQs, procurement, milestone billing, change orders, snag closure and final handover in one connected interior project platform.
