CRM & Pipeline Setup

Every Lead In One Place. Nothing Slips Through.

Hot leads going cold because no one followed up. Inquiries lost in WhatsApp. No idea where each potential client stands. We fix this with a CRM and pipeline system built specifically for interior design firms.

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The Pipeline

A Clear View of Every Lead At Every Stage

We build a pipeline with clearly defined stages so you always know exactly where each potential client stands — and what action is needed next.

Stage 1
New Inquiry
Lead has just come in. Awaiting first contact or WhatsApp response.
Stage 2
Qualified
Lead has confirmed project details, location, timeline, and budget range.
Stage 3
Consultation Scheduled
Consultation call or site visit is booked on the calendar.
Stage 4
Proposal Sent
Scope and pricing have been shared. Awaiting decision.
Stage 5
Closed — Won
Project confirmed. Onboarding underway.
Stage 6
Closed — Not Now
Not the right time. Tagged for a future follow-up sequence.
What We Set Up

Everything Wired Together

A CRM alone is just a database. The value comes from what is connected to it — your lead sources, your WhatsApp automation, your booking calendar, and your follow-up sequences.

We build all of it as one integrated system so every new inquiry flows in automatically, gets followed up immediately, and moves through your pipeline without anything falling through the cracks.

01
GoHighLevel CRM setup
Full account setup, pipeline configuration, and team access.
02
Lead source integration
Your ads, landing pages, and website forms all feed directly into the CRM.
03
WhatsApp automation
Instant response and qualification sequences connected to the pipeline.
04
Booking calendar
Leads book consultations directly from the follow-up flow.
05
Reporting dashboard
See your lead volume, pipeline value, conversion rate, and response time in one view.
FAQ

Common Questions

Which CRM platform do you use?
We primarily build on GoHighLevel. It combines CRM, pipeline management, WhatsApp automation, booking calendars, and reporting in one platform — purpose-built for service businesses.
Do I need any technical knowledge to use it?
No. We build and set everything up for you. Once it is live, using the CRM is straightforward — you see your pipeline on a board, move leads through stages, and get notified when action is needed.
What happens to leads that are not ready yet?
We set up a nurture sequence for leads who are interested but not ready to commit. They continue to receive follow-up over weeks or months — so when they are ready, they call you first.
Can my team use it too?
Yes. GoHighLevel supports multiple users. Your team members can be added with appropriate permissions — sales staff, designers, assistants, whoever needs access.
How long does CRM setup take?
Full CRM and pipeline setup typically takes 7–10 business days. This includes pipeline stages, automation sequences, booking calendar integration, and team access.

Stop Letting Hot Leads Go Cold

Book a 30-minute call. We will show you exactly what the CRM system looks like for an interior design firm and what you would see on day one.

Book A Strategy Call