Game-Changing, Must Have Interior Design Software Tools
Here at Living With Lolo, when it comes to ensuring our client projects run seamlessly and successfully, we know that having the right interior design tools, systems, and processes in place is everything.
If you’re an interior designer, finding a way to make your client onboarding and project management easier and more efficient (without sacrificing quality!) is the key to up-leveling your productivity and profitability. And if you’re also looking to scale, it’s even more important! (P.S. If you’re not an interior designer, but you’re looking to hire one to help you with a project in your home, read on to see how the LWL team keeps even the most complex design projects on track for you!).
Think about it this way: Using tried-and-true workflows and automations to streamline your design projects from start to finish will give you more time to work on other aspects of your business (like marketing and bringing in new business, sourcing new vendors, etc.) while still tending to the needs of your current projects.
Simplify Tasks. Improve Efficiency. Uplevel Productivity. Maximize Profitability.
In our firm, there are two interior design tools that have proven to be total game-changers. Together, they’ve completely transformed how we approach interior design project management and have made the operations aspects of our business smoother than we ever dreamed possible.
While in and of themselves, they’re not specifically interior design tools, we used them to create tools customized for the unique needs of interior designers.
Interior Design Tool #1: Airtable
Having tried just about everything out there, we think Airtable is arguably the best project management software for interior designers. Using it as our primary online interior design tool, we are able to store all project information in one place and easily relay data, workflows, and sales in real-time to everyone on our team.
We know firsthand that an interior designer’s to-do list can quickly become lengthy and that it’s important to stay on top of even the smallest of details. It can be a little (or a lot) overwhelming.
But we figured out a way to use Airtable to help take some of the load off our shoulders without compromising the quality of the service we provide our clients. Our system lets us use Airtable for….
- Order procurement (order placement + order tracking)
- Following up on credits from vendors
- Flagging things that come in damaged for easy follow up + to make sure we get credits from vendors
- Creating + tracking project timelines
- Tracking projections and goals for the year
- And more!
We’ve been developing and using this system for several years now (+$30K and many hours) and we absolutely swear by it. It has alleviated the need to have to pay for several other design programs & it is all organized in one place, saving you both time and money. It worked so well for us, in fact, that we decided to make it available to other interior designers.
Our Airtable Database for Interior Designers is a customizable automation-ready database that features our exact database with formulas already set up and ready for you to copy into your own Airtable workspace. It’s the ideal solution for making interior design project management more efficient, productive, and profitable.
Here’s a quick video demonstration of why we love Airtable!
Interior Design Tool #2: Dubsado
The second game-changer business management solution we use in tandem with Airtable is Dubsado. To give you an idea of how these two interior design tools work together, as soon as a client signs our contract inside Dubsado, Airtable is triggered to automatically add them to our database as a new paid client and launch their project management process inside Airtable. Pretty great, right?!
Dubsado itself is our go-to for managing client relationships and taking repetitive communications work off our team’s plates. Gone are the days of spending hours creating new proposals, and re-writing the same emails over and over. We love using this online interior design tool of choice for:
- Sending invoices
- Creating forms, like client contracts, sub-agreements, questionnaires, and proposals
- Sending proposals
- Creating canned emails, like welcome, meeting, and timeline emails
- Streamlining bookings
- Setting up CRM workflows
- Delegating different functions and approvals to team members
Just as we did in Airtable, we spent many hours & invested lots of $ to create the system we needed in Dubsado. It’s thorough, efficient, polished, professional, and highly automated – the perfect CRM for interior designers.
If you’re looking to unlock our exact full-service client Dubsado workflow, check out our Dubsado for Interior Designers, our client and project management system with project checklists that go from initial lead to project completion while keeping all lead and project information in one place so we can see real-time project data, workflows, and sales.
The system includes done-for-you workflows for every phase of your interior design process including pre-client, proposal, client design, procurement, and off-boarding.
If you have been on the hunt for interior design tools to help make your projects run more smoothly and efficiently, we hope you found it helpful to learn about the interior design tools we swear by! And if you have any questions about how to incorporate these software tools for interior designers into your business, please email us at firstname.lastname@example.org and we’ll be in touch.
Your Interior Design BFF