Design Management & CRM

Manage design concepts, client approvals, and procurement tracking in one beautiful, organized platform.

See exactly where every design project stands at a glance.

• Drag-and-Drop Stages: Move clients from initial consult to concept, procurement, and final install.
• Automated Task Creation: Trigger internal checklists for your team as projects move through the pipeline.
• Status Updates: Automatically email clients when their project reaches an exciting new milestone.

Get concepts and proposals signed off instantly.

• E-Signatures: Send letters of agreement and scope documents for secure digital signature.
• Concept Sign-Offs: Have clients approve mood boards, 3D renders, and material selections online.
• Retainer Collection: Capture upfront payments automatically alongside contract signatures.

Eliminate the back-and-forth of scheduling meetings.

• Self-Service Booking: Let prospects book discovery calls or showroom visits directly on your site.
• Paid Consultations: Require payment upfront before an initial design consultation is confirmed.
• Automated Reminders: Reduce no-shows with automated SMS and email reminders leading up to the meeting.

Keep all client feedback and questions in one place.

• Centralised Inbox: Manage emails, Instagram DMs, SMS, and web chats from a single dashboard.
• Client History: See every past interaction, quote, and approved design before replying.
• Team Collaboration: Assign specific client conversations to your junior designers or project managers.

Turn beautiful spaces into 5-star Google reviews.

• Post-Install Requests: Automatically text a review link to clients 48 hours after project handover.
• Reputation Management: Monitor and respond to Google and Facebook reviews directly inside OmniSAM.
• Showcase Testimonials: Automatically display your best reviews on your portfolio website.

Keep track of every order, invoice, and delivery date.

• Order Pipelines: Track furniture and material orders from 'Ordered' to 'Received' to 'Installed'.
• Automated Invoicing: Generate and send professional invoices for FF&E (Furniture, Fixtures & Equipment).
• Supplier Database: Keep all your trades, suppliers, and wholesale contacts organized in one CRM.