Client Management
Enhance client relationships with detailed profiles, communication tracking, and satisfaction monitoring for interior designers
Explore Client Management Features
Discover how our comprehensive client management system strengthens relationships with real-time change tracking and detailed meeting documentation.
Client Change Tracking
Real-time logging, tracking, and management of all changes proposed and approved by the client, with automatic logging of any changes made in client budget and design versions.
Meeting Management & Notes
Project-level meetings management and note taker for client needs, discussions, further plans, and comprehensive documentation of all client interactions and requirements.
Key Benefits
Strengthen client relationships and grow your business with powerful CRM tools designed specifically for interior design professionals.
Comprehensive Client Profiles
Maintain detailed client profiles with contact information, project history, preferences, and communication records. Build lasting relationships with complete client insights.
- Contact information and communication preferences
- Project history and portfolio tracking
- Design style preferences and requirements
- Client relationship timeline and milestones
Communication Tracking
Track all client interactions including emails, calls, meetings, and project updates. Maintain a complete communication history for better relationship management.
- Automated communication logging
- Meeting notes and follow-up tracking
- Email integration and history
- Communication analytics and insights
Client Satisfaction Monitoring
Monitor client satisfaction through feedback collection, surveys, and project reviews. Identify opportunities to improve service quality and client experience.
- Automated feedback collection systems
- Client satisfaction surveys and analysis
- Net Promoter Score tracking
- Service quality improvement recommendations
Meeting & Appointment Management
Schedule and manage client meetings, site visits, and project reviews. Coordinate calendars efficiently and ensure timely client interactions.
- Client meeting scheduling and coordination
- Site visit planning and logistics
- Project review and presentation scheduling
- Automated reminders and confirmations
Client Documentation
Maintain organized client documentation including contracts, proposals, change orders, and project specifications. Ensure easy access to important client documents.
- Contract and agreement management
- Proposal and estimate tracking
- Change order documentation and approval
- Client-specific project documentation
Client Relationship Analytics
Analyze client relationships with detailed metrics and insights. Track client lifetime value, project frequency, and relationship health indicators.
- Client lifetime value analysis
- Relationship health scoring
- Project frequency and revenue tracking
- Client retention and growth analytics
Personalized Client Experience
Deliver personalized service based on client preferences, communication style, and project history. Create memorable experiences that build loyalty.
- Client preference profiling
- Personalized communication approaches
- Custom project management workflows
- Client-specific service protocols
Client Acquisition & Growth
Support business growth with lead tracking, referral management, and client expansion opportunities. Turn satisfied clients into advocates and sources of new business.
- Lead tracking and conversion management
- Referral program coordination
- Client expansion opportunity identification
- Testimonial and case study management
Ready to Delight Your Clients?
Transform client relationships and grow your business with Relloid's comprehensive client management solution.