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Enquiries, follow-ups and site visits

Every lead from WhatsApp, Instagram, a walk-in or a referral stays an enquiry while you visit, take the brief and quote. It keeps the property, rooms, budget and follow-up date. The booking payment turns it into a project with its rooms and team.

PLANSEvery plan

Compare plans How it works

The problem it solves

Leads sit in WhatsApp chats and a notebook, and nobody knows who was called back.
The designer goes to a site visit without the address, the carpet area or what the client asked for.
A lead becomes a project and the rooms, sizes and budget are typed in again.
Lost leads are never looked at again, and nobody can say which source brings real jobs.

How it works

Note the enquiry in Interiors > Sales > Enquiries, or in the SmartMy Interiors app. Add the name, phone, source, scope, carpet area, budget and rooms with sizes.
The board shows each enquiry under its status, with a pill for the follow-up: Call today, or Follow-up 3 days late. Hot enquiries come to the top.
Press Contacted after the first call, then Book Visit. The visit form opens with the designer and the address filled in.
On saving, the client gets the date, time, address and designer's name by email and WhatsApp. The designer is told in the app.
After the visit the designer writes What We Found, quick sizes and photos, and presses Done. The enquiry moves to Visited.
Send an instant quote or an estimate; the enquiry moves to Quoted. Press Booking Received with the amount, and the project is made with the client, rooms in scope, styles and team.

Everything it does

The enquiry

Source: WhatsApp (the default), Instagram, Facebook, Website, Walk-in / Showroom, Phone Call, Referral, Builder Tie-up, Marketplace, Event / Exhibition, Other, with a Source Detail line
Kind of Place: Home, Office, Shop / Showroom, Hotel / Restaurant, Other
Scope: Full Home / Place, Kitchen and Wardrobes, Kitchen Only, Some Rooms, Fit-out, Custom
Building / Project, address, city, carpet area in m² or ft², bedrooms, Possession / Ready By
Property Type fills itself from the carpet area and bedrooms
Budget (what the client says) and Expected Value (your figure; a sent quote fills it)
Sales Person (you, by default), Designer, Follow Up On, priority Normal or Hot
Rooms tab: each room with its use, length, width, area worked out and In Scope
Styles the client likes, and notes

Statuses and buttons

New > Contacted > Visit Booked > Visited > Quoted > Booked, or Lost
Only the next step shows as the main button: Contacted, Book Visit, Booking Received
Lost needs a Lost Reason; Reopen takes a lost enquiry back to Contacted
Buttons at the top open what is already made: Quotes, Brief, 3D Designs, Estimates, CRM, Project
A client who picks a package or asks for a visit on an instant quote page makes the enquiry Hot. The follow-up is set to today, with a to-do for the sales person

Site visits

Purpose: First Visit, Measurement, Design Review, Other
When, duration in hours (1 to start with), Visited By, address; a visit can also belong to a project
What We Found, Sizes (quick sizes; the full sheet is the site measurement), Photos and Plans
Planned, Done or Cancelled; Done moves the enquiry to Visited and sets the visitor as its designer if it had none
Changing the time or the person tells the client and designer again, marked New time
Calendar by week, coloured by designer, with Mine and Planned filters

Booking and the project

Booking tab: Booking Received (amount), Booking Date, Booking Reference
Usual Booking: the expected value times the entity's Booking % (10 to start with); a smaller booking is noted on the enquiry
Make the project: When the Booking Payment Is Received (the default), or When the Client Approves the Quote. Or By Hand with Make Project (Interiors Managers only)
The project takes the client (a contact is made from the name, phone and email if needed). It takes the kind, scope, property type, area, styles, possession date and address. It also takes the expected value as Project Value, the rooms in scope, and the sales person and designer as team leads
Visits, briefs and estimates of the enquiry move to the project; with payment plans, the first plan's booking milestone is marked received

Lists and reports

Filters: Mine, Open (the default), Hot, Follow Up Due; group by status, source, sales person or property type
Interiors > Sales > Reporting > Enquiries: a graph and pivot of enquiries by source and status, with the expected value
Sales staff see enquiries where they are the sales person or designer, ones they made, and ones with no sales person; managers see all

With CRM

Make Interiors Enquiry on a CRM lead, or by itself when the lead reaches a CRM stage you pick. An enquiry typed in joins the person's open lead or opens one
The lead moves forward when quoted, is won when the enquiry is booked and lost when it is lost. A lead lost in CRM marks its enquiry lost

Who uses it

Sales personNotes enquiries, calls back on the follow-up date, books visits, sends quotes and records the booking.

DesignerGoes on the site visit, writes what was found with sizes and photos, and takes the brief.

Interiors ManagerSees every enquiry, reads the source report, and makes the project by hand when the setting asks for it.

ClientGets the site visit's date, time, address and designer's name by email and WhatsApp.

Where you use it

Web: Interiors > Sales > Enquiries (board, list, form), Site Visits (calendar, list) and Reporting > Enquiries
The SmartMy Interiors app: open enquiries (Mine or Everyone), new enquiry, call, book a site visit. Mark it done with notes, sizes and photos; My site visits. Built and in testing, not in the app stores yet
WhatsApp and email: the client's visit message
Not on a client page: the client does not see the enquiry itself

What you control

Settings

Make the Project: When the Booking Payment Is Received (the default), When the Client Approves the Quote, or By Hand
Booking %: 10 to start with
Interiors Units: Imperial (ft²) to start with, or Metric; a country pack sets it
With CRM: Enquiries as CRM Opportunities (on) and the stage that makes an enquiry (empty). Also the stages the lead moves to when it has an enquiry and when quoted

Notifications

Site Visit Booked: to the client when a visit is booked or moved, by email and WhatsApp
Site Visit for You: to the designer when someone else books or moves their visit, in the app and as a phone notification
Both go out at once; a person can switch off a channel such as email, not the message itself

Questions

When does an enquiry become a project?

To start with, when you press Booking Received with the booking amount. You can change it to when the client approves a quote, or by hand, where an Interiors Manager presses Make Project.

Do we type the rooms again on the project?

No. The rooms marked In Scope, with their sizes, become the project's rooms, and the sales person and designer become its team leads.

Can a lost lead come back?

Yes. Press Reopen and it goes back to Contacted. Marking it lost needs a reason, so you can see later why leads were lost.

Do leads from WhatsApp come in by themselves?

An instant quote made from a chat makes or finds the enquiry by itself. With SmartMy Marketing's inbox and CRM, a lead becomes an enquiry with a button or at a CRM stage you pick. A plain WhatsApp message alone does not make an enquiry.

Which plan has it?

Every plan, from Starter.

Related features

SALESInstant quote with a decision pageA client sends a floor plan and, minutes later, gets a price range for each of your packages, such as Essential, Premium and Luxury. A picture card and a page let them pick a package or ask for a site visit. The ranges come from your own rates and quantity rules, room by room.SALESQuick Quote from WhatsApp, Instagram and web chatIn a chat in the SmartMy Marketing inbox, press Quick Quote. An instant quote opens with the contact and the last pictures or PDFs they sent. Work it out and send, and the ranges and link go back in the same conversation.DESIGNDesign brief confirmed by the clientWrite down what the client wants: styles, colours, who lives there, storage, appliances and each room's wishes with photos. Then send it to the client to approve on their own page. The design starts from a brief they confirmed, with each version kept.ESTIMATING AND SELLINGEstimates with rooms as sectionsThe detailed quote, laid out room by room. Modular boxes are priced from your materials, work such as false ceiling or painting comes from your rate library, and other lines are typed. The client approves it on a web page, and each new version tells them what changed.PROJECTSPayment plans that stop the job until paidGive each project a payment plan, such as the ready 10 / 50 / 35 / 5. Milestones fall due when a stage starts: the client is asked for 50 % as production begins. The job does not move on until that money is in. Payments Due shows what every client owes.APPSThe SmartMy Interiors appsThree phone apps on the same data as the web. SmartMy Interiors for sales, designers and managers; SmartMy Interiors Site, which works without signal; SmartMy Interiors Client for the homeowner. Built and tested against a test server; not yet run on a phone and not in the app stores.

See your next quote on it.

Tell us what you design and build, how many enquiries and jobs you have in a month and how you quote today. We will set up your packages and rates with you and send your first instant quote.

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