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Managing an interior design business involves juggling multiple tasks, from client interactions and project management to administrative duties. Without an efficient system, handling these responsibilities can become overwhelming. This is where Xora comes in—the best CRM for interior designers, helping them streamline operations, manage client relationships, and improve productivity.
Many interior designers consider Dubsado and HoneyBook as client management solutions, but Xora takes CRM to the next level by offering industry-specific features that align with an interior designer’s workflow. If you’re looking for the best CRM for interior designers, Xora is the ultimate choice.
What You Need Before Implementing the Best CRM for Interior Designers
Before diving into automating your workflow, here are three key factors you should establish:
- Define Your Process: Understand your business workflow and identify areas that need automation.
- Organize Your Documents: Gather all templates, emails, contracts, and questionnaires for client interactions.
- Execute Processes Manually First: Ensure your business functions smoothly before automating workflows to avoid inefficiencies.
Once these are in place, you’re ready to leverage Xora’s powerful CRM tools to take your interior design business to the next level.
Feature Comparison: Best CRM for Interior Designers – Xora vs. Dubsado vs. HoneyBook
| Feature | Xora | Dubsado | HoneyBook |
|---|---|---|---|
| Trial | 14-day free trial | Unlimited with 3 client limit | 7-day free trial |
| Payment Processing | Integrated payment gateways with low fees | PayPal, Stripe, Square | 2.9-3.4% for cards, ACH 1.5% |
| Processing Fee Handling | Can pass processing fees to clients | Cannot pass fees | Cannot pass fees |
| Geographical Availability | India | Worldwide | US, Canada |
| Mobile App | Yes | Coming soon | Yes |
| Time Tracking | Built-in, with automated invoicing | Running timer | No live timer |
| Team Collaboration | Multi-user roles & permissions | Multi-login access | Limited team options |
| Client Portal | Fully customizable | Customizable | Basic customization |
| Email Templates | Smart email templates with automation | Canned emails | Only name auto-populated |
| Custom Fields | Advanced custom fields for clients & projects | Available | Unavailable |
| Workflows | Robust automation with 15+ triggers | Strong automation features | Limited automation options |
| Scheduler & Calendar | Google, Outlook, and iCal integration | Weekly, monthly, and yearly options | Google Calendar only |
| Task Management | Advanced project tracking | Basic task templates | Task tracking by project |
| Proposals & Contracts | Custom branding with legally binding contracts | Fully customizable proposals | Smart Files with multiple contracts per project |
| Recurring Payments | Weekly, monthly, yearly options | Available | Monthly only |
| Migration Services | Free migration support | Free migration support | Free migration support |
Why Interior Designers Love Xora: The Best CRM for Interior Designers
1. Seamless Client Management
With Xora, you can manage client interactions in one place. From lead capture to signed contracts, everything is stored and easily accessible.
2. Superior Branding & Customization
Unlike HoneyBook, which offers limited branding, Xora provides advanced design tools to match your brand identity, ensuring a seamless client experience.
3. Smart Email & Automation Tools
Automate follow-ups, reminders, and client communication with Xora’s smart email templates, which populate details dynamically.
4. Advanced Payment Processing
Accept payments through multiple gateways with minimal transaction fees. Unlike Dubsado and HoneyBook, Xora allows you to pass processing fees to clients.
5. Powerful Workflow Automation
With over 15 actions and triggers, Xora’s workflow automation saves time by automatically sending contracts, invoices, and reminders based on client actions.
6. Multi-User Team Management
Assign different roles and access levels to your team members, ensuring a smooth workflow without security concerns.
7. Integrated Scheduler with Invoice Option
Unlike HoneyBook’s limited scheduling, Xora allows you to attach invoices and forms directly to appointment bookings, simplifying client onboarding.
8. Customizable Client Portal
Offer clients a personalized experience with a fully branded client portal where they can track progress, sign documents, and make payments effortlessly.
9. Recurring & Custom Payment Plans
Set up flexible payment schedules based on fixed or custom dates, ensuring a steady cash flow for your business.
10. Task Management & Internal Dashboards
Keep projects organized with Xora’s task management system, which integrates seamlessly with your CRM.
Conclusion: The Best CRM for Interior Designers
Xora is more than just a CRM—it’s the best CRM for interior designers. With superior customization, advanced automation, and industry-specific features, Xora provides everything you need to run a streamlined, efficient, and profitable interior design business.
If you’re ready to elevate your workflow and client management experience, sign up for Xora’s free trial today and see how it can transform your business!
About Xora
Xora is a cutting-edge CRM for creative professionals, including interior designers, photographers, and law firms. We aim to simplify business processes, enhance client experiences, and help you scale your business effortlessly. With Xora, managing your interior design business has never been easier.
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