Best CRM for Interior Designers
Overview: This piece compares two popular interior design CRMs, Dubsado and HoneyBook, detailing pricing, features, workflows, and branding to help designers decide which platform best fits their client management and automation needs.
Ideal Customer Profile
Interior design businesses seeking a highly customizable CRM with branding and workflow automation.
Common Pain Points
- •Admin and repetitive tasks take time away from design work
- •Managing clients, projects, documents, and payments manually
- •Need for automated workflows to streamline the client experience
- •Limitations in customization, forms, and branding on some tools
- •Challenges coordinating team access and collaboration
Top CRM Picks
2 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
Interior design businesses that need deep customization, branding, and robust automation
⚡ Key Features
- Fully customizable pipelines and project statuses
- Time tracking with a running timer and per-project assignments
- Client portal with brand customization
- Invoicing and payments via PayPal/Stripe/Square
- Customizable email templates with smart fields
- Contracts and proposals with branding; custom CSS
- Form customization with mapping fields; workflow automation
- Migration services included
- Multi-user access with role-based permissions
Pros
- ✓No extra fee for priority customer support
- ✓Migration services included
- ✓Multi-user access with role-based permissions
- ✓Branding and customization options
- ✓Robust workflows and pipelines
Cons
- ✗Slight learning curve for advanced customization
- ✗Only one contract per project; additional documents require sub-agreements
"The advanced branding, design, and customization capabilities offered by Dubsado make it a great solution for interior designers."
Perfect For
Interior designers seeking a quick, straightforward setup with templates and calendar integration
⚡ Key Features
- Prebuilt seven-stage pipeline with option to add custom stages
- Team members and vendors support
- Smart Files: contracts, proposals, and invoices integrated into projects
- Batch emails to multiple contacts in your pipeline
- Lead Capture forms and public proposals (availability varies)
- Invoices and scheduler integrated within Smart Files
- Email templates (name auto-population)
- Time tracking and recurring payments (monthly)
- Calendar integration with Google Calendar and Zoom integration
- Project tasks and master task lists
Pros
- ✓Lead Capture forms and public proposals (on some accounts)
- ✓Calendar integration with Google Calendar and Zoom
- ✓Batch emails and project-level task management
- ✓Team members and vendors support
- ✓Smart Files tighten contracts, proposals, and invoices
Cons
- ✗Limited customization of project statuses (cannot rename)
- ✗Some issues with vendor/HoneyBook user changing statuses in another company’s pipeline
- ✗Custom fields unavailable
- ✗Proposals tied to payment schedules (can't be standalone)
- ✗Some features limited to certain account types
"HB offers a simpler, cost-effective option for straightforward workflows, though customization is more limited."
Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
Map your current process and identify where automation would add value.
- 2
Prepare the documents and templates you use with clients (emails, guides, questionnaires, contracts) and verify the CRM supports them.
- 3
Assess branding and customization needs (portal, forms, fonts) and compare pricing tiers and limits (e.g., form limits, number of projects, users).
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