The video showcases how interior design firms can use SmartSuite to collect data directly from clients and websites to manage their projects, allowing an easy way to track their requirements and compile customized information to present to clients.
This Video’s Chapters:
00:00- Showcase Intro
0:52- Where to Download the Template
1:32 -Project request Form
2:38- Items Overview
3:31- Using the Web Clipper to Collect Inspiration
4:00- Content Approval
4:08 - Managing Budgets for Client Projects
6:00 -Share View + Document Designer for Client Deliverable
Introduction and Overview of SmartSuite for Interior Design FirmsSmartSuite offers a comprehensive solution tailored for interior designers, enabling them to efficiently manage client data, integrate with CRM and inventory systems, and handle budgeting and project management tasks. This platform centralizes information collection from clients and websites, facilitating seamless project execution and presentation of customized information to clients.
Client Projects and Project Request Form
Interior design firms can utilize SmartSuite's form feature to collect detailed information from clients. These forms can be embedded on a website or sent directly to clients to gather essential details such as design preferences and budget. Once submitted, these forms automatically create project records within SmartSuite, streamlining the intake process.
Linking Client Projects to CRM
SmartSuite allows for the integration of client projects with existing client records in the CRM. By adding a field in the grid view, firms can establish relationships between projects and client data, ensuring that all relevant information is easily accessible and organized.
Managing Items and Price Points
The platform provides an overview of items related to different rooms, categorizing them by price points. Items can be linked to specific locations and purchase or sales orders, aiding in inventory management and financial tracking.
Collecting Inspirations with Web Clipper
SmartSuite's Web Clipper extension enables designers to clip inspirations from websites directly into the app. These inspirations can then be linked to specific items or client projects, providing a rich source of ideas that can be easily referenced during project planning.
Budget Management for Client Projects
The budgets view in SmartSuite allows designers to group budgets by client and room, tracking details such as cost, customer price, and quantity. This feature helps in calculating totals and determining whether projects are within budget constraints.
Reviewing and Sharing Client Project Budgets
Designers can evaluate the budget status for each room and client, adjusting item prices as needed to meet budgetary goals. SmartSuite's Document Designer facilitates sharing budget information with clients, allowing for easy approval and signature collection. This streamlined process ensures transparency and efficiency in managing client expectations and project finances.By leveraging these features, interior design firms can enhance their project management capabilities, ensuring that all aspects of their work are efficiently handled within a single platform.
