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Office interior designers · CRM

Keep every company, every approver and every layout version in one record.

A CRM for an office interior designer is a single record of each company pursued, the people involved, the layouts sent and the next step. GullySales works on setting it up around how fit-out pursuits actually move, in a tool your team will keep using.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Interior designers: show a real physical business scene illustrating Site measurement and BOQ. Turn measurements into a BOQ by room and item, priced by running feet or square feet from your own rate list. A version is saved for every change, so the approved BOQ is never in doubt.

What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for office interior designers

Sales and marketing for office interior designers, the overview.

Last updated 18 Oct 2026.

For office interior designers

Where it usually goes wrong, and what we would do.

  • “One company, many contacts”

    A pursuit has an admin head, a finance head, a founder and sometimes an HR lead. A phone contact list holds one name each in different places. A CRM that links them to the company shows who has seen the layout and who has not.

  • “Layout versions get lost in email”

    The managing director asks for the first version after the third revision. When versions sit in separate email threads, nobody can say what was sent to whom. A record that lists each version with its date and the reason for change settles the argument.

  • “Past clients are the cheapest pursuits”

    A company that grew since handover needs more seats or a reconfigured floor. Without a record of headcount, handover date and floor plan, the studio has no reason to call and no data to call with.

What we do

What we deliver for office interior designers.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. Pursuit pipeline

    Stages from first contact to site visit, layout, quote, approval and signing, set to match how your pursuits run.

    Result: Every open pursuit sits in a stage with a next step.

  2. Company and contact structure

    Each company linked to its people, their role in the decision and what each has asked for.

    Result: The record shows who is missing from a pursuit.

  3. Layout and quote version log

    A list of every layout and quote sent, with dates, changes and who received them.

    Result: The record answers which version was sent to whom.

  4. Past client register

    Every finished office with headcount, building, handover date and a note on possible growth.

    Result: The studio can see who may need a reconfiguration.

  5. Pursuit report

    Stage counts, lost reasons and sources drawn from the CRM.

    Result: The sheet replaces memory when reviewing the pursuits.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

Who it is for

This is written for these office interior designers.

  • Designers for IT and software companies
  • Workplace consultants for global capability centres
  • Designers for startups and growing companies
  • Studios for professional offices such as CA, law and consulting firms
  • Design-and-build workplace firms
  • Co-working and managed-office designers
  • Designers for regional and branch offices
  • Studios that handle relocation and phased moves

How it works

How the CRM work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Map the sales process

    We record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Which CRM should we use?
Use a tool your team will open every day. GullySales sets up the structure first and fits it to a spreadsheet or a CRM you already pay for.
Will the team really update it?
Only if the fields are few and the entries take seconds. The set-up keeps the required fields short and moves detail into notes.
Can past project data go in?
Yes, if you have headcount, building and handover dates on file. GullySales loads what you supply and does not fill gaps with guesses.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for office interior designers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for office interior designers

Or start from the overview: sales and marketing for office interior designers.

Your next practical step

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