Client Pipeline CRM
A simple CRM for a renovation and interior design studio: drag-and-drop lead pipeline, client notes and WhatsApp / email follow-ups, a quote builder that totals line items with GST, and live win-rate reports.
- Kanban pipeline with drag and drop (mouse and touch) or move buttons
- Lead drawer with notes timeline and WhatsApp / email / call actions
- Quote builder with line items, discount, 9% GST and payment schedule
- Saving a quote updates the lead value and stage automatically



