✅ Done-For-You CRM: Includes three customized calendars (Client Consultations, Project Deadlines, and Vendor Coordination) synced with your primary email, tailored lead capture forms to gather client preferences and project requirements, and a personalized lead funnel (choose from NEO or CLASSIC) to attract new clients. Features a local business phone number with call recording, forwarding, and missed call text automation. Comes with a dedicated email server, professional domain-based email, and a free domain for 1 year.

✅ Project & Vendor Management: Track all your ongoing projects with automated task reminders for deadlines, vendor orders, and client approvals. Manage relationships with vendors (furniture rental companies, contractors, etc.) with automated reminders for deliveries, installations, and project milestones. A comprehensive project dashboard helps you manage timelines, budgets, and updates in one place, ensuring you meet client expectations.

✅ Client Consultations & Proposals: Streamline the process of gathering client information with customizable consultation forms that capture preferences, style choices, and project goals. Automatically generate branded design proposals and contracts with personalized options for each client. Automated follow-ups to ensure clients stay engaged throughout the project planning phase.

✅ Branding & Marketing Automation: Schedule and manage social media posts with a content calendar designed to highlight your work (before/after photos, design tips, client testimonials). Manage all communications from social media, email, text, and website inquiries in one place with our integrated Uni-Inbox. Includes personalized Facebook and LinkedIn cover photos, branded email signatures, and custom Zoom backgrounds for virtual consultations.

✅ Portfolio & Client Showcases: Easily manage and update your online portfolio with integrated website tools. Automatically send clients portfolio showcases after meetings, featuring examples of your work to help inspire their projects. Create and share customized lookbooks based on client preferences, enhancing your presentation and winning more clients.

✅ Design Resource Library & SOPs: Access a library of templates for client proposals, contracts, and design plans. Detailed SOPs on working with vendors, managing client expectations, and running successful design consultations. ChatGPT Prompt Templates to help draft personalized emails, proposal revisions, and vendor communications, speeding up the process of client and project management.

✅ Financial Reporting & Client Payments: Easily track project budgets, expenses, and client payments. Automated invoices and payment reminders for clients, ensuring on-time payments. Integrated financial reports to track project profitability and vendor costs, with integration into QuickBooks or other accounting software for seamless bookkeeping.