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Interior Design

Your studio has more work than hours, but nobody knows which revision round each project is on.

Rocketly links design enquiries from Instagram, WhatsApp, web forms and email to a single project record. The site survey, concept presentation, revision rounds, itemised quote and installation follow-up all stay in one workspace.

Where Project Follow-Up Stalls in an Interior Design Studio

Design enquiries arrive separately through Instagram, WhatsApp and web forms, so no shared record shows who owns which project or which request was never answered.

Measurements, room photos and client notes from the survey stay in someone’s phone gallery, so the same information has to be gathered again when the quote is written.

Nothing records which revision round a project is on, so once the contracted allowance is passed the conversation about extra fees has nothing to stand on and the relationship strains.

During installation, joinery, stone, lighting and trade teams run in separate threads, and a delay in one item quietly holds up the others until someone notices on site.

Because nobody measures which channel turns into a survey and which quote turns into approval, marketing and business development effort is spread on instinct.

Where a Design Enquiry Reaches an Interior Studio

Instagram DM and Story Replies

People who see finished projects and before-and-after posts usually write in DMs; story replies join the same conversation, so first contact is not lost.

WhatsApp Business

Room photos, rough floor areas and budget questions mostly arrive here, and the survey booking is usually confirmed in the same thread.

Website Project Form and Chat Widget

A project enquiry form and live chat on the portfolio page turn a visitor into a project record along with the work they were looking at.

Email and Corporate Requests for Proposal

Office, retail and hospitality projects usually arrive as email with attachments; the thread and its files collect on one project record.

Contractor, Agency and Furniture Referrals

Partners who send newly handed-over apartments enter with a source tag, so reports show which partner brought which project.

Meta and Google Lead Forms

Campaign lead form records arrive with their source, so you can see which campaign actually reached a survey appointment.

What Rocketly Takes Off an Interior Design Studio’s Plate

Collect Design Enquiries in One Inbox

Instagram DM and story replies, WhatsApp Business and a personal line, Facebook Messenger, Telegram, email and web forms — the sources your studio connects appear on one screen. Rocketly supports 12 channel types; the studio decides which to open.

Book the Survey and Attach the Measurements

The survey appointment opens from the project record and syncs with the designer’s Google Calendar. Room photos, measurements and client preferences attach to the same record, so everything is in one place when the quote is written.

Give the Project a Set of Stages

Build your own stages: Enquiry → Survey → Concept Presented → Revision → Quote Approval → Installation → Handover. The board shows who owns each project and how many days it has been waiting for a reply.

Prepare Itemised Quotes and Agreements

Collect room-by-room items, unit prices and totals in the quote module, share it as a PDF through a client-specific link, and follow view and approval status from the project record.

Make Revision Rounds Countable

Open every revision round as its own record and task set, so who asked for what, which round changed it and where the contracted allowance ends can all be read from history. Extra requests become separate quote items.

Run Installation and Supplier Coordination in One Place

Open separate tasks for joinery, stone, lighting and trade teams, follow their target dates, and keep site conversation in team chat close to the project record it belongs to.

Attach Visuals, Drawings and Moodboards

Use the media library to attach concept visuals, installation photos and shared drawing files to the project record, so which version went to the client is visible in the history.

Share Quotes and Documents Through the Customer Portal

The client signs in with a passwordless link, views and approves the quote, and sees invoices and appointments; a message sent from the portal reaches the team attached to the project record.

Reports by Channel and Project Type

With 38 ready-made report types, use your own data to see which channel produces surveys, which project type converts to quote approval and where quotes are waiting.

Ready to bring the customer communication you connect into one shared workspace?

Configure your process, team and connected sources at a pace that fits your operation.

What AI Speeds Up in Design Work and What It Never Decides

AI can prepare drafts and summaries from conversation context; your team decides what is shared with customers.

Drafts Replies and Presentation Copy

It drafts answers about how you work, your process steps and scope from your knowledge base; the designer edits and decides whether to send.

Summarizes Long Revision Threads

It condenses months of feedback, so when a project is handed to another team member the context is visible without rereading everything.

Helps Classify the Enquiry

It picks up space type, approximate area, budget band and expected handover from the conversation and suggests tags; the team approves them.

Does Not Make Design Decisions or Produce Drawings

AI does not choose a concept, decide materials or layouts, or generate plans and renders. Design decisions belong to the designer and technical suitability to the relevant specialist.

One Project From Survey to Concept, Revision to Installation

01 · CONTROLLED HANDOFF

Taking an Instagram apartment enquiry to a survey

01

A DM under a project post lands in the inbox and a new project record opens; space type, approximate area and expected handover are noted on it.

02

AI drafts a reply from the knowledge base about how the studio works; the designer edits it and decides whether to send.

03

The record moves to the Survey stage, and a shareable booking page lets the client choose a day.

04

Photos taken during the survey, measurements and the preference list are attached to the same record.

05

After the survey, concept work opens as a task with a named owner and a target date.

From the concept presentation to revision rounds

Concept visuals are uploaded to the media library and attached to the project record, so which version went out stays in the history.

Feedback after the presentation opens as the first revision round, and each requested change becomes a task.

When the contracted allowance is close, the responsible designer is notified; extra requests are prepared as separate quote items.

The approved concept is marked and the record moves to the Quote Approval stage.

Supplier and site coordination during installation

Separate tasks open for each fabrication item by room, each with a supplier, an owner and a target delivery date.

Measurement approval, production and installation steps are followed through task status, and items at risk of slipping stand out on the board.

Site conversation runs in team chat, and anything decided is written back onto the project record.

The pre-handover snag list opens as tasks and stays visible with its owner until every item is closed.

Not losing a project that is sitting on a quote

Every presented quote collects in one stage, showing how many days each has been waiting for an answer.

When your chosen interval passes, a follow-up task opens for the responsible designer.

If the client asks a question, the conversation continues on the same record and a budget revision is kept as a quote version.

An approved quote moves the record to Installation and the fabrication schedule is built out of tasks.

Automations for Surveys, Revisions and Installation

Use these examples to discuss triggers, owners and review points before configuring your own process.

Routing a New Design Enquiry to a Survey

So the first contact from a connected channel never sits unowned

1

Trigger: a new conversation opens on a connected channel or a web form is submitted.

2

Condition: the record is assigned by space type and budget tag to the relevant designer or project lead.

3

Action: the record moves to the Survey stage, and a reply draft plus a booking link are prepared.

4

If nobody responds within the interval you set, the studio manager is notified.

Revision Tracking After the Concept Presentation

So feedback becomes a round and rounds stay countable

1

Trigger: the record moves to the Concept Presented stage.

2

Action: a feedback collection task opens and incoming requests become items in a revision round.

3

Condition: when the contracted revision allowance is close, the responsible designer is notified.

4

Requests beyond the allowance are prepared as separate quote items and queued for the client.

Following Up While a Quote Waits

So a presented quote does not sit silently

1

Trigger: the quote is shared with the client.

2

Condition: the flow continues if there is no view or reply within the interval you set.

3

Action: a follow-up task is prepared for the designer and a weekly summary for the studio manager.

4

When approval arrives, the record moves to Installation and fabrication tasks are opened.

Connections That Earn Their Place in a Design Studio

Connect native channels directly, or use a webhook for an existing tool — each card makes Rocketly’s role clear.

Instagram DM (Meta)

Native connection

First contact from project posts attached to a project record

WhatsApp Business API

Native connection

Client threads, template messages and survey booking confirmations

Google Calendar

Native connection

Survey and presentation appointments synced with the designer calendar

Google Drive

File / reference link

Drawings, renders and concept files reachable from the project record

Email (IMAP/SMTP)

Native connection

Corporate proposal requests and their attachments landing on one record

Jotform (Webhook)

Webhook connection

A detailed project brief form arriving as a record with its answers

The Setup Order for an Interior Design Studio

Use these steps to review your process, responsibilities and permissions before going live.

1

Define the studio, the team and their roles

Open user accounts for designers, project leads and the installation team, then limit through roles which project, quote and conversation each of them sees.

2

Name your project stages

Rename Enquiry → Survey → Concept Presented → Revision → Quote Approval → Installation → Handover to match how your studio actually works.

3

Build the project custom fields

Define space type, floor area, budget band, expected handover, revision allowance and referring partner — reports and segments are fed by these fields.

4

Prepare quote and document templates

Turn your room-by-room quote item layout, service agreement and revision scope wording into templates, and set the habit of keeping versions from day one.

5

Connect channels and test the first flows

Connect Instagram and WhatsApp, add the project form and chat widget to your site, then test enquiry routing, revision and quote follow-up on sample records.

6

Set up reports and draw the line with existing tools

Turn on channel, project type and quote stage reports. AutoCAD, SketchUp and your rendering tools keep running alongside; Rocketly is the enquiry, quote and process layer.

The Rocketly Capacity Available to Your Design Studio

0

Channel types where design enquiries land

0

Templates for survey and revision follow-up

0

Report types covering quotes and project progress

0

Interface languages for overseas projects

The operational examples on this page are not guaranteed outcomes. What is available and how it performs depend on your process, connected sources, permissions and team use.

Interior Design CRM and the Quote Process — Questions We Get

Rocketly is a CRM layer for design enquiries and project communication: requests from connected channels attach to a single project record, survey appointments land on a calendar, concept and revision rounds are recorded, itemised quotes are prepared and their approval status followed, and installation runs on tasks. It does not take the place of your drafting or visualisation software; it works alongside it as the enquiry, quote and process layer.

The survey appointment opens from the project record and syncs both ways with the designer’s Google Calendar; a shareable booking page can let the client pick the day themselves. Room photos, measurements, existing condition notes and client preferences all attach to the same record. That way, when the quote is written, nobody has to hunt through a phone gallery or a separate notebook for information that was already collected.

The quote module lets you collect room-by-room items, unit prices, quantities and totals in one document and share it as a PDF through a client-specific link, with view and approval status followed from the project record. The designer does the take-off and sets the pricing; Rocketly records it. An approved quote can be tied to an agreement and the invoicing flow, and revisions are kept as separate versions.

You open each revision round as its own record and task set, so the date, who asked for what, which item was addressed and when the round closed all stay in the history. You can define a workflow that notifies the responsible designer when the contracted allowance is close. Requests beyond that allowance are prepared as separate quote items, so the conversation about extra fees rests on a record instead of memory.

No. Rocketly is not a CAD, BIM or visualisation tool; plans, sections, models and renders keep being produced in your own design software. What Rocketly does is attach those outputs to the media library, record which version went to the client on which date, and keep the approval and revision history. Large files can be linked through the Google Drive connection so they stay reachable from the project record.

Yes. You open tasks with an owner and a target date for each fabrication item — joinery, stone, lighting, paint and installation — and follow measurement approval, production and fitting through task status. Team chat keeps site conversation inside the team, and anything decided is written back onto the project record. The pre-handover snag list also opens as tasks and stays visible with its owner until every item is closed.

Yes, through the Customer Portal. The client signs in with a passwordless link sent to their email address, views and approves the quote there, and sees invoices and scheduled appointments. You decide which documents are visible in the portal. A message sent from the portal reaches the team as a notification and attaches to the same project record, so approval correspondence does not disappear into an email thread.

The interface is available in 3 languages — Turkish, English and Russian. You run client correspondence in the language you choose, note the conversation language and time zone on the project record, and plan survey and presentation appointments accordingly. On long threads the conversation summary lets the team see context without rereading everything, and the studio decides which language quotes and presentations are prepared in.

Yes. There is a permanently free plan, no credit card is requested and there is no trial-period concept. Core capabilities such as the unified inbox, project stages and task management can be used on it. AI features, advanced workflows, some channel connections and add-ons such as the Customer Portal sit in paid plans. The pricing page shows which capability belongs to which plan, so you can pick a tier that matches the size of your studio.

Interior Design & Decoration Firms

Keep Projects on One Screen From Survey to Handover

Bring the enquiry, the survey, the revision round and the quote approval into one workspace.

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