Client build · A firm that connects brands with architects on interior projects
Brand, architect and quotation management on SmartSuite
Quotes between brands and architects lived in disconnected spreadsheets across projects that ran for months. SBD built three SmartSuite solutions (brands, architects and quotations) with dashboards, mobile forms and version tracking, and Make sends next-action reminders by email, WhatsApp and Slack.
What it does
- Brand, contact, contract and meeting records with filtered dashboards
- Architect firm records with Google Maps address lookup
- Mobile forms to log a new quote or a revised quote file on the go
- Every revision of a quote file kept with timestamps, grouped under its project
The story
Before and after
Before
- A collection of Excel sheets that were inconsistent and disconnected
- Quote files between brands and architects spread across projects lasting months or years
- No clear view of the next meeting, the next action or who owned it
After
- Brands, architects and quotations in one SmartSuite workspace with dashboards for daily work
- New and revised quotes logged from a phone, with every file version kept
- Next actions and meetings sent to the team by email, WhatsApp and Slack through Make
What success looks like
- Anyone can open a project and see every quote, its history and what happens next
- Follow-ups happen because the system reminds the owner
- The whole business runs from one workspace instead of a folder of spreadsheets
What changed for the team
The team works from the dashboards, not the databases underneath them, and logs quotes in the field from mobile forms.
How it is supported
The client runs the live workspace; the recording uses a copy with sample data under a data privacy agreement. As the business grew, it moved to a custom CRM that SBD built, with the SmartSuite data migrated across.
Care plans start at $50 a month.
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We start with a $500 Automation Audit, credited to the build, and set one fixed price from there.
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