Client records
Save the client, the property, and the people who approve designs and payments.
Interior Architect Client Management Software
Interior ArchitectClient Management Software
Keep each client, site, design, quote, and site visit on one project. The studio and the client see the same brief from the first meeting through handover.
- ClientsOne record each
- DesignsShared with the client
- QuotesApproved on the project
- ExecutionSite work in view
What the software covers
The client project, from brief to handover
Interior Architect Client Management Software is for studios that run several homes or offices at once and need the client, the design, and the site on the same record.
Sites and rooms
Keep the address, rooms, and measurements with the project so the drawing matches the site.
Site measurements
Record dimensions from the visit and attach them to the room they belong to.
Designs and revisions
Share layouts and revisions with the client and keep the version they approved.
Materials and finishes
List materials, furniture, and finishes chosen for each room so the site team builds what was signed off.
Quotes and approvals
Raise a quote from the scope, record what the client accepted, and keep changes against that quote.
Schedule and site visits
Plan design meetings and site visits so the client knows what happens this week.
Execution
Track work on site, vendors, and open items until the room is ready to hand over.
Progress photos
Attach site photos to the project so the client can see progress without another visit.
Who it is for
Studios that manage clients and sites
Interior architects
Practices that design and then stay with the client through execution.
Design studios
Teams running several residential or office projects at the same time.
Turnkey firms
Studios that quote, procure, and finish the site under one client agreement.
Client-facing teams
Designers and project coordinators who both need the latest approval.
How a project moves
From the first meeting to handover
01. Add the client
Open the project and the site.
02. Measure
Record rooms and the brief.
03. Design
Share layouts and take approval.
04. Quote
Price the approved scope.
05. Hand over
Close site work against the brief.
Why studios switch
The client and the site stay on one project
- One client recordBrief, site, designs, quotes, and visits sit on the same project.
- Approvals are keptThe version the client accepted is the one the site team builds.
- Quotes follow the scopeA change in the design can be reflected in the quote on that project.
- The client can see progressPhotos and the schedule are on the project, so updates are not only in chat.
- Open work stays visibleSite items that are still unfinished are listed until handover.
See client management on one of your projects
Tell us how your studio takes a brief, shares a design, and hands over the site. We will walk through the software against that project.