Why is a furniture order more complicated than a regular transaction?
The buyer can order a kitchen, wardrobe and dressing room with different deadlines. After measurements, the dimensions and fittings change, the designer issues a new specification, and installation must be coordinated with the renovation of the apartment. If you store everything in one correspondence, the workshop easily receives the old file, and the manager does not notice that part of the order has not yet been paid.
We build CRM for custom-made furniture around the connection “client → order → products → project versions.” We separate sales from production operations. This allows you to see the readiness of each product without multiplying one customer in several unrelated cards.
What processes will we connect?
| Stage | What is stored | Transition condition |
|---|---|---|
| Appeal | Wishes, address, approximate composition of furniture | Responsible and next contact assigned |
| Metering | Dimensions, photographs, room features | Measurement checked by the designer |
| Project | Version, materials, accessories, cost | The client agreed on a specific version |
| Production | Approved specification and deadline | Required prepayment received |
| Delivery and installation | Completeness, address, departure window, certificate | Comments closed and calculation verified |
What will we leave in the CRM and what in the accounting system?
CRM is responsible for the client, agreements and order movement. Remaining slabs, material reserves, purchases and actual costs are related to accounting. If you already have ERP or another system running, let’s first check whether it is possible to receive balances and statuses from there. A second independent warehouse inside the CRM will create discrepancies, so we don’t add it without a reason.
Product configurator, cutting and automatic pricing are considered separately. For a prototype, it is enough to show an order with two products, change one characteristic and see what happened with the cost and approval. Manufacturing rules should come from your specifications, not from a random one-size-fits-all template.
Minimum version and launch check
The first version will include a funnel, measurement calendar, order card, version history, tasks and payment control. After this, you can connect the workshop, purchasing and mobile confirmation of installation. This procedure allows you to check the work of managers before implementing the entire production chain.
- The designer changes the project, but the workshop continues to see only the approved version.
- The client agrees on changing the composition of the order, and the original payment remains in history.
- The installer sees the address and task of his departure, and not the entire client base.
- Partial payment does not cover the debt for the entire order.
- The upload contains customers, orders, and related documents.
How to evaluate the project
Starting price for CRM development: Quote on request. Furniture specifications, integration with ERP and the production circuit increase the volume and are assessed separately. For calculations, you need a sample order without customer contacts, approval stages and a list of roles. We will show the prototype and agree on the composition step by step.
If your main problem is material consumption, start with production accounting systems. If requests and measurements are lost, the first module will be CRM. IN general CRM section You can see options for functions and demos.
Let's discuss your task
Describe the process and result you need. We will show the prototype and agree on the development content, cost and deadline.
Get a prototype