SALES & OPERATIONS

Close More Projects.
Lose Zero Context.

Furnix CRM manages the entire furniture project lifecycle from first lead to third-year AMC, with role-based access for every team member across sales, design, production and service.

Lead→AMC
FULL LIFECYCLE
12
PIPELINE STAGES
360°
PROJECT VISIBILITY
AMC
POST-SALE SERVICE
crm.furnix.io

CRM DASHBOARD SCREENSHOT

Replace with product screenshot or video

SCREENSHOT / VIDEO
THE PROBLEM

Furniture Sales Without a CRM
is Chaos in Slow Motion

Most furniture businesses run on a mix of WhatsApp, Excel sheets and memory. Here's what that costs you every month.

01

Leads Fall Through the Cracks

Sales executives track prospects on personal phones. When they leave, the leads and their entire history walk out with them.

Furnix captures every lead centrally with full history→
02

No Handoff Between Teams

Once a project moves from sales to production, communication breaks. Site measurements get re-done. Clients repeat themselves. Mistakes happen.

One platform for sales to installation to AMC→
03

Payment Follow-Up is Manual

Accounts teams chase payments on WhatsApp. Milestones are missed. Clients dispute amounts because there's no documented payment trail.

Payment milestones tracked at every project stage→
04

Client Documents Everywhere

Measurement sheets in email, signed BOQs in WhatsApp, approval photos on phones. Finding the right version before a site visit takes 20 minutes.

All docs, photos and approvals in one project timeline→
05

Franchise Control is Impossible

Head office has no visibility into what each franchisee is doing, including their pipeline, closures, or collections, until the monthly report comes in late.

Live franchisee dashboards and dealer portals→
06

AMC Reminders Are Forgotten

After handover, the client relationship dies. Annual maintenance contracts go unrenewed and repeat business is left on the table.

Automated AMC lifecycle with free + chargeable tiers→
PROJECT LIFECYCLE

One Project. Seven Stages.
Zero Dropped Balls.

Every stage of a furniture project is tracked in sequence. Your team always knows what's done, what's next and who owns it.

PROJECT LIFECYCLE

From first call to final handover - every step, in order.

7 STAGES
01

Lead Creation

Capture & assign

02

Lead Nurturing & Closure

Pipeline stages

03

Site Measurement & Docs

Client approvals

04

Tech Check → Order Login

Production trigger

05

Production & Factory

Track & Trace

06

Dispatch & Installation

Scan & Pack

07

Handover & Services

AMC lifecycle

LEAD MANAGEMENT

Never Lose a Lead Again

Every incoming enquiry from walk-in, website, referral, or Instagram DM lands in one place. Assign it to the right executive, track follow-ups, and move it through a visual pipeline without chasing anyone on WhatsApp.

Multi-source lead capture: walk-in, website, referral, exhibition and social media

Stage-based pipeline: with customisable follow-up stages and deadlines

Executive assignment: with overdue-task alerts and activity logs

In-platform chat: per lead, no WhatsApp needed for internal coordination

Closure tracking: with reason-for-loss capture on dead leads

LEAD PIPELINELive Sync
SCREENSHOT / VIDEOLead pipeline kanban view
Lead PipelineActive • 42 Live Leads
SITE MEASUREMENT & DOCUMENTATION

Every Measurement. Every Approval. In One Place.

Site visits create paperwork such as measurements, BOQs, client approvals and photographs. Furnix keeps all of it attached to the project, so nothing gets lost between visits and your team goes to every site prepared.

Digital measurement forms: with room-wise dimensions attached to the project

Client approval workflow: share BOQ digitally, capture sign-off in-app

Photo uploads: per site visit, organised by date and visit type

Tech check: before production login to ensure measurements are verified

SITE & DOCSAuto-CAD
SCREENSHOT / VIDEOSite documentation view
Laser MeasureRoom Specs Verified
PAYMENTS & AFTER-SALES

Collect Faster. Retain Clients Longer.

Define payment milestones at any project stage and log collections the moment they happen. After handover, the AMC module keeps your service team organised and your clients coming back.

Stage-linked payment milestones: Advance, BOQ approval, Pre-delivery, Installation, Handover

Live payment status: per project visible to sales, accounts and management

3 complimentary AMC visits: post-handover with ticketing and job scheduling

Chargeable AMC plans: with renewal tracking and service history per client

PAYMENTS & AMCVerified
SCREENSHOT / VIDEOPayment milestones & AMC view
Milestone BillingPayment Disbursed

Ready to run your sales team on one platform?

We don't publish fixed pricing. We understand your team size, number of projects and franchise structure, then propose a plan that makes sense.