Interior design CRM Win the work, then keep it in one place.
Enquiry to signed proposal, in a CRM that understands a design fee. Won, it becomes the project, with nothing retyped.
Fig. 01The pipeline. Every deal priced as a design fee, a click from its proposal.
The handover
The handover is where studios lose money.
Sell in one system and deliver in another, and the day a proposal is signed someone spends an afternoon copying it across. Four things have to survive the win.
- The client record
- One record. The enquiry, the proposal and the project all point at it.In two systems: Entered once to sell, again to deliver, and the two drift apart.
- The scope you sold
- Becomes the phase plan, with the deliverables you quoted still attached.In two systems: Retyped into a project plan, losing the detail that justified the price.
- The fee you agreed
- Becomes the budget the project is measured against, in GBP with VAT, synced with Xero.In two systems: Sits in a signed PDF that nobody opens again.
- The FF&E you promised
- Lands on the schedule, where every item is scored against its install date.In two systems: A list in the proposal, retyped into a spreadsheet at ordering time.
How it works
Enquiry, proposal, project.
Priced by phase, signed, and run on the same record.
The fee becomes a budget, synced with XeroCapture it
Every enquiry lands with its source, from the website, Instagram, a referral or an event, and an owner.
Propose it
Price the brief line by line and by phase: stage fees, a percentage of spend or hourly. It goes out as a branded PDF in GBP with VAT.
Convert it
Signed, it becomes the project in one step: client, scope, fee and phases carried across.
| Phase | Line | Fee |
|---|---|---|
| Concept | Design development and concept creation | £15,000.00 |
| Technical | Space planning and technical drawings | £8,000.00 |
Fig. 02The signed proposal. The phases you priced are the phases the project runs.
Every relationship
One record per client, from first email to final invoice.
Clients, specifiers, suppliers and trades in one directory, with their emails, files and projects attached, and yours to export as CSV any time. The assistant drafts the reply; you send it.
Does it connect to project management?
Yes. A won deal converts to a project in one step, carrying the client, the scope and the proposal structure with it, so nothing is entered twice between selling the job and running it.
Can I track where my leads come from?
Yes. Lead source is recorded on every enquiry, from the website, Instagram, a referral or an event, so you can see which channels bring the clients you want and stop paying for the ones that do not.
What does the AI do in the CRM?
It drafts replies to enquiries and follow-ups, with the client and project details already in them, for you to edit and approve. It never sends anything on its own.
How is it different from Programa or Design Manager?
Both cover this stage. The difference shows later in the job: install-date risk scoring on the FF&E schedule, and UK depth, with GBP, VAT and a two-way Xero sync. Winning the work is only worth it if the rest of the studio runs on the same system.
How is it different from Houzz Pro or Studio Designer?
Techstyles is one system from enquiry through to install, priced per user with everything included, and it scores every FF&E item against the date it has to be on site. The comparison pages set out the differences line by line.
How long is the free trial?
30 days, with every module included and no card needed. Bring your contacts in by CSV on day one.
Can I speak to a studio already using it?
Yes. We are in beta, so there are no case studies on this site yet, and we will not publish one we do not have. Get in touch and we will introduce you to a studio already selling work through Techstyles.
Where the deal goes next
Signed, then run on the same record.
- ProjectsWhere a signed proposal becomes a live project, without re-keying it.
- ProcurementWhere the schedule is bought, every item scored against its install date.
- FinanceWhere the fee is billed, in GBP with UK VAT and two-way Xero.
- Techstyles vs ProgramaA line-by-line comparison.
- Pricing£49 per user a month, £39 from the sixth user, excl. VAT.
Win the work, then run it.
£49 per user a month excl. VAT, every module included. Free for 30 days, no card needed.
