AI-Powered Project & Client Management for Interior Designers
Converiqo automates enquiries, consultations, design proposals, site coordination, and client communication so interior designers and design studios deliver exceptional projects with less administrative overhead.
Pressure points
Key Challenges for Interior Designers
Automation transforms project management, client communication, and site coordination.
Fragmented Project Enquiries
Clients reach out via phone, WhatsApp, website, walk-ins, and referrals leading to missed opportunities, manual coordination, and inconsistent follow-ups.
Repeated Client Queries
Clients repeatedly ask about design styles, material options, budgets, timelines, and project progress through multiple channels creating confusion.
Proposal and BOQ Delays
Design proposals, BOQs, and estimates get stuck in email threads and manual processes so sales cycles stretch and opportunities slip.
Limited Project Visibility
Design studios lack unified dashboards for enquiry volume, project stages, site progress, and vendor coordination making it hard to identify bottlenecks.
On-Site Coordination Chaos
Site visits, material deliveries, contractor coordination, and snagging run on manual messages which creates delays and miscommunication.
Knowledge Base Gaps
Team members search for design guidelines, material specs, vendor contacts, and process docs across drives and chats wasting time.
How Converiqo Transforms Interior Design Operations
Automation & AI synchronize every step from enquiry to project handover.
Intelligent Project Lead Engine
Converiqo captures, scores, and routes every enquiry from website, social media, referrals, and walk-ins then triggers automated follow-up workflows and proposal generation.
Client Self-Service & Project Transparency
Clients get instant answers about design stages, material options, budgets, timelines, and site progress through WhatsApp, email, and website widget without waiting.
Field Service & Site Coordination
Automated workflows manage site visits, material deliveries, contractor coordination, and snagging with real-time updates for designers, clients, and vendors.
Core module
Project Enquiry & Proposal Automation
Automate enquiry capture, project qualification, design consultation booking, proposal generation, and BOQ workflows for residential, commercial, and renovation projects.
Automation Flow
Automated Enquiry Capture & Design Proposal Generation
Lead capture widget collects enquiries from website forms, social media, WhatsApp, walk-ins, referrals, and calls into one unified pipeline.
AI profiling enriches leads with project type (residential, commercial, renovation), budget range, location, timeline, and style preferences then scores and routes to the right designer.
Automated qualification workflows ask discovery questions, assess project fit, and prioritize leads based on budget, urgency, and design complexity.
Proposal generation workflows create personalized design proposals, moodboards, 3D visualizations, and BOQs based on client requirements and project scope.
Proposal tracking monitors document views, client questions, revision requests, and approval stages so design teams know exactly when to follow up.
Dashboards show lead source performance, conversion rates, proposal win rates, average project value, and revenue forecasts by designer, project type, and location.
Automation Flow
Customer Self-Service
Clients check project progress, design stage, material selections, site visit schedules, and budget status via WhatsApp, email, or website widget.
AI assistant answers common queries about design styles, material options, pricing, timelines, and project FAQs instantly using knowledge base.
Prospects request consultations, view portfolio pieces, browse design packages, and schedule site visits through automated workflows without manual coordination.
Self-service portal lets clients view design proposals, approve concepts, select materials, track site progress, and submit feedback directly through chat interface.
Automated updates deliver design milestones, material delivery notifications, site visit reminders, and project completion summaries without manual follow-ups.
Feedback prompts capture client satisfaction after design presentations, site visits, and project completion so teams improve continuously.
Automation Flow
Ticketing System
Convert every client query, material request, design revision, site issue, or vendor concern into a traceable ticket with ownership, SLA, and reminders.
Route tickets automatically to designers, project managers, procurement, vendors, or admin based on category and priority.
Link tickets to client records, projects, proposals, and site visits for complete context before teams respond.
Enable clients to raise service requests via WhatsApp, SMS, or web widget while receiving live status updates and resolution summaries.
Embed design checklists, SOPs, and escalation matrices to ensure compliance and faster resolution of quality incidents or client concerns.
Dashboards highlight bottlenecks, SLA breaches, and recurring issues so administrators can improve processes, vendor coordination, or resource allocation.
Automation Flow
Field Service Management
Schedule and assign site visits, measurements, material inspections, and quality checks with automated reminders and route optimization.
Field teams log site updates, photos, measurements, and issues directly through mobile app with real-time sync to project dashboard.
Track contractor and vendor visits with check-in/check-out, task completion, and progress photos automatically linked to project timeline.
Material delivery coordination workflows manage delivery schedules, installation timelines, and quality inspections with automated client notifications.
Snag list management captures issues, assigns to contractors, tracks resolution, and updates clients automatically until project handover.
Contractor and vendor performance tracking monitors on-time delivery, quality scores, and issue resolution rates for better vendor management.
Automation Flow
Marketing Module
Automated omnichannel journeys for consultation reminders, design presentation follow-ups, project milestone celebrations, and referral campaigns.
Personalized design content based on client preferences, project type, budget range, and style interests to improve engagement and trust.
Trigger-based workflows: proposal sent → follow-up reminder, site visit scheduled → prep instructions, material selected → approval request, project milestone → celebration message.
Multi-touch nurture sequences for new enquiries, warm leads, past clients, and referral prospects with relevant portfolio pieces and design trends.
Campaign analytics, consent tracking, and opt-out management ensure compliance with communication policies and client preferences.
Integration with CRM, design tools, and marketing platforms keeps communication consistent and data-driven across all client touchpoints.
Automation Flow
Knowledge Management
Centralize design guidelines, material catalogs, vendor contacts, pricing sheets, and process documentation accessible via AI assistant.
Auto-generate summaries from design briefs, client meetings, and site notes that teams can reuse in proposals and project documentation.
Digitize onboarding for new designers, project managers, and support staff with guided flows, design protocol training, and certification tracking.
Maintain style-wise FAQs (modern, traditional, minimalist), material specifications, pricing tiers, and package inclusions so teams respond consistently.
Enable designers to search historic projects, design concepts, material combinations, and vendor performance in seconds without leaving the workflow.
Portfolio library stores completed projects, design concepts, 3D visualizations, and case studies for easy sharing with prospects and clients.
Automation Flow
Feedback / Survey
Trigger post-consultation surveys automatically via WhatsApp, SMS, or email within hours of design presentation or site visit completion.
Deploy QR/Tablet feedback flows at design studios, site visits, and project handovers to capture real-time client sentiment across the journey.
Send contextual surveys for design presentation experience, material selection process, site coordination quality, and overall project satisfaction.
Collect structured feedback on designer interaction, design quality, timeline adherence, budget transparency, and overall NPS with configurable question banks.
Automatically categorize sentiment, route escalations to design leads, trigger recovery workflows for negative feedback, and log compliance-ready evidence.
Visualize trends by designer, project type, location, and time-period with benchmarking against SLAs for continuous improvement.
Automation Flow
Workflow Automation
Project journey automation: enquiry → consultation → discovery → design → proposal → approval → procurement → execution → snagging → handover.
Design coordination workflows: client brief → moodboard creation → 3D visualization → revision cycles → final approval → BOQ generation.
Site operations workflows: site visit scheduling → measurement → material delivery → installation → quality check → snag resolution.
Vendor and procurement workflows: material selection → vendor quotes → PO issuance → delivery tracking → installation scheduling → payment processing.
Client communication workflows: design updates → material approvals → site visit reminders → milestone celebrations → handover documentation.
Visual builder to configure project-specific SOPs, design protocols, and escalation rules without replacing existing CRM or project management systems.
Stakeholder outcomes
Benefits Across Interior Design Leadership & Teams
Everyone from owners to clients benefits from automated project management and client communication.
Interior Design Studio Owners & Directors
- Command center view of enquiries, proposals, active projects, and revenue across all designers and locations in real time.
- Predictive alerts show risk on project timelines, client satisfaction, and pipeline health before issues escalate.
- Scalable playbooks standardize enquiry handling, design processes, and client onboarding for consistent growth.
Designers & Project Managers
- Live dashboards keep client projects, design stages, site progress, and vendor coordination aligned.
- Automated checklists and tickets cut time spent on manual coordination and follow-ups.
- Real-time alerts surface issues with client satisfaction, material delays, or contractor performance.
Sales & Business Development
- Unified funnel view clarifies which lead sources and channels drive qualified project opportunities.
- Auto cadences with personalized proposals and portfolio pieces boost enquiry to consultation to project progression.
- Smart workflows keep prospects engaged with relevant design content and timely follow-ups.
Design Teams & Support Staff
- Knowledge hub handles design guidelines, material specs, vendor contacts, and process questions instantly.
- Performance insights tie project outcomes to client satisfaction and team recognition.
- Less manual coordination lets them focus on creating great designs and managing projects.
Clients & Prospects
- Easy access to project progress, design options, material selections, and support on their preferred channels.
- Proactive updates keep them informed about design stages, site progress, and project milestones.
- Issues resolve faster which protects satisfaction and drives referrals.
Operations & IT Teams
- API-first approach layers on top of existing CRM, design tools, and project management systems.
- Role-based access with audit logs eases compliance and security requirements.
- Automation builder reduces custom integrations and manual support overhead.
Deployment fit
Capabilities for Every Interior Design Business Type
From independent design studios to multi-location design networks.
Residential Interior Design Firms
Independent and boutique design studios manage enquiries, consultations, and projects with enterprise-grade automation without extra overhead.
Commercial Interior Design Companies
Multi-project commercial firms orchestrate consistent client handling, design workflows, and site coordination across offices, retail, and hospitality projects.
Turnkey Interior Contractors
Design-and-build firms deliver fast response times, transparent project tracking, and coordinated execution while scaling client portfolios.
Design Studios & Consultancies
Design consultancies control client briefs, design approvals, and project delivery workflows from one unified automation layer.
Multi-Location Design Networks
Design chains and franchise networks monitor every location with unified dashboards, standardized processes, and shared knowledge bases.
Specialized Design Services
Luxury design, modular design, and niche specialists manage high-touch client relationships with automated workflows for consultations, proposals, and project coordination.
Proof of impact
Real Interior Design Leaders on Measurable Impact
Interior Design Studios Run Smoother on Converiqo
52%
Faster enquiry-to-proposal conversion
44%
Reduction in client query handling time
38%
Improvement in project delivery timelines
31%
Increase in client satisfaction scores
Customer voice
“Converiqo gave us live visibility on enquiries, proposals, and project progress. The AI assistant now handles client queries and routes site visits automatically so our designers focus on creating beautiful spaces.”
Rahul Mehta, Founder, Elegant Spaces Design Studio
Need-to-know
Frequently Asked Questions
Answers for interior design studio owners, designers, and operations teams.
How can agentic AI support interior design businesses?
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Agentic AI automates enquiries, tracks project stages, and improves communication with clients. It helps design studios manage multiple projects, teams, and vendor workflows more efficiently while maintaining clarity across budgets and timelines.
What challenges do interior designers face in client management?
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Interior designers struggle with repeated queries, delayed updates, scattered conversations, and unclear timelines. Automation centralizes all communication and ensures clients receive faster, more accurate updates throughout planning and execution.
Can automation improve enquiry-to-project conversion rates?
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Yes. Automation helps qualify leads, share project details faster, and maintain structured follow-ups. It reduces drop-offs and increases conversions for renovation, turnkey, modular, and custom design projects.
How does AI improve project transparency for clients?
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AI sends consistent updates about design stages, materials, site progress, and approvals. It ensures clients stay informed and reduces misunderstandings that commonly occur during large-scale interior projects.
What KPIs matter most for interior design firms?
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Key KPIs include enquiry conversion, project turnaround, ticket resolution speed, client satisfaction, and workflow completion rate. Platforms like Converiqo help design studios track and optimize these metrics.
How does Converiqo's Lead Engine improve project enquiries?
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Converiqo's Sales / Lead Engine captures design enquiries across residential, commercial, and renovation needs. It tags budget, style, and urgency providing structured follow-ups that help designers close more high-intent projects.
How does Converiqo's CSSE improve client self-service experience?
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Converiqo's Customer Self-Service allows clients to view project FAQs, material options, timelines, checklists, and progress dashboards. It reduces repetitive calls and brings transparency to the design and execution journey.
Why should designers use Converiqo's Ticketing System?
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Converiqo's Ticketing System converts issues like material delays, layout revisions, disputes, and contractor concerns into trackable tickets. It ensures accountability and faster resolution across teams and vendors.
How does Converiqo's Field Service Management support site operations?
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Converiqo's Field Service Management assigns site visits, tracks field updates, and logs task completion. It helps designers coordinate carpenters, vendors, electricians, and supervisors more efficiently on active project sites.
How do Converiqo's workflows and feedback improve project delivery?
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Workflow Automation standardizes design approvals, material selection, and execution steps. Combined with the Feedback / Survey module in Converiqo, firms gather client insights to refine processes and upgrade design service quality.
Design excellence
Ready to Automate Project & Client Management?
Plug Converiqo into your design studio operations to streamline enquiries, proposals, site coordination, and client communication without overhauling your CRM.