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Sidemark user talking to interior design clients via Sidemark's CRM

Streamlining Client Communication and Project Management with Sidemark

January 10, 20254 min read

Interior designers who work on multiple projects and clients simultaneously know just how important clear communication is. Miscommunications usually lead to delays, misunderstandings, and frustrated designers and clients. As an interior designer, you have to manage expectations, timelines, and communications. It’s really helpful to have software that will streamline these processes.

With Sidemark, interior designers can centralize their communications, automate projects, and give clients on-time updates. Sidemark makes client communication smooth and transparent. 

Let's explore together how CRM software for interior design - like Sidemark - can make it easier to handle client communication and project management. 

Centralized Communication

It’s really difficult to stay organized when you’re in the middle of a client meeting, your phone is buzzing  with texts from other clients, your email is filling up with vendor quotes, and you've got social media messages waiting for responses. 

The solution? Centralization brings all these channels together! Sidemark's unified inbox enables you to manage all client communication channels in one place. Everything you need can be accessed in one platform.

Sidemark CRM Enhances Communication

Besides centralized communication, Sidemark allows you to track the history of every conversation - see exactly what was last discussed and follow up accordingly. For follow-ups, you can set reminders and prioritize messages that need immediate attention. Sidemark’s CRM for interior design gives you a chance to respond promptly and efficiently to your clients. 

Project Timelines and Task Management

As an interior designer, every minute you spend on administrative tasks is a minute spent away from your creative work. That’s why you need automation for project management. Sidemark’s automation lets you avoid manual scheduling, task assignment, and follow-ups. 

Sidemark CRM Automates Interior Design Projects

Sidemark's project management system for interior design lets you automate the process of setting up project timelines and assigning tasks to team members. When deadlines approach, you can automate reminder emails, texts, and more!

With Sidemark, you and your team members are always aware of what needs to be done next. No more manually updating spreadsheets. With our CRM for interior design, you can set up workflows that take care of these tasks for you.

For instance, if you’re onboarding a new client, Sidemark’ s automated project management system can:

  • Send a welcome message with a list of project next steps

  • Create a project timeline

  • Assign tasks to your team

  • Schedule the check-in meeting

  • Send a questionnaire for more details about the client's preferences

Collecting Client Feedback 

For any service-based business, including interior design, getting feedback from clients on time is essential. However, sometimes gathering feedback can become a bottleneck, especially when there are multiple stakeholders involved or clients take a long time to respond.

Timely Client Feedback with Sidemark

Sidemark’s CRM has built-in survey and feedback tools. You can easily request and receive feedback at any stage of the project. For example, you can set up automated surveys to send:

  • After the first consultation

  • When presenting design concepts

  • At key milestones

  • Upon project completion

This also provides you with real-time insights which give you an opportunity to make adjustments and improvements. With automated forms and surveys, for instance, you might be able to figure out that a client is thrilled with your fabric selections but less enthusiastic about your lighting choices. Over time, this information can help you see client trends and preferences. These insights tell you how to refine your interior design offerings.

Additional Benefits of Sidemark CRM for Interior Design

There are tons of additional advantages for interior designers that Sidemark offers:

  • AI-Powered Content: It takes a couple clicks to craft the perfect client email or write a caption for your latest project photo. Sidemark's AI tool can save your time and generate all sorts of content, including emails and social media. 

  • Smart Calendar Booking: Your clients will spend less time finding a suitable moment to book appointments with you, as you can integrate your calendar with Sidemark’s booking system. Sidemark also reduces no-shows with automated email and text reminders.

  • Webchat Widgets: You can engage your potential clients as soon as they land on your website with AI-powered chat widgets. Sidemark’s chat bots can give answers to basic questions and schedule consultations, as well as directing conversations to you or your team.

Schedule a Demo to Experience the Best CRM for Interior Design

To master client communication and project management in interior design, you don’t need a dozen different tools! Sidemark offers a comprehensive solution that brings all these functionalities together under one roof. Having one CRM platform specifically designed for interior designers helps you to overcome industry-specific challenges and offer tailored solutions to your clients that generic project management software just can't match. 

Schedule a demo today and discover how Sidemark's solutions can help you streamline communication and automate interior design project management.

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