Furniture and Home Textiles
In the furniture and home textiles sector, every order contains customer-specific details. XtraCRM enables the entire process to be monitored from a single center, from customer consultation to discovery and measurement, from quotation to production, delivery, installation, and after-sales support.
How does the process work in the industry?
The process usually starts with receiving the customer’s product or project request. Then a discovery or measurement appointment is scheduled; product model, dimensions, color, fabric, material, accessories, and custom production preferences are recorded. A quotation is prepared based on the approved information. Once the order is confirmed, production, procurement, quality control, shipping, and installation steps are followed. After delivery, warranty, service, and customer requests are managed under the same customer record.
How is XtraCRM adapted to your company’s way of working?
Not every company’s sales and production process is the same. In XtraCRM, custom fields, forms, tasks, and workflow stages can be configured according to your company’s current setup. Without being forced into a ready-made template, you can transfer the terms and process steps you use into the system.
For example, you can create your sales process with stages such as “New Request, Awaiting Discovery, Measurement Taken, Quotation Being Prepared, Customer Approval, In Production, Ready for Shipment, Installation Scheduled, and Completed.” If you wish, you can define different processes for store sales, project sales, dealer orders, and custom production.
Custom fields you can use
Product group, model, and collection
Width, length, height, and other measurements
Fabric, color, pattern, and material options
Accessory, mechanism, and additional part details
Room, project, or usage area
Discovery and measurement appointment
Quotation amount, discount, and payment plan
Estimated production and delivery date
Delivery address and installation information
Images or documents approved by the customer
Warranty period and post-sales service status
Different information needed by your company can also be added as new custom fields without requiring any software development work.
Standardize the process with workflows
When a quotation is approved, automatic tasks can be created for the relevant team; when production is completed, the shipping manager can be informed, and reminders can be sent when the assembly date approaches. You can set tracking rules for delayed jobs, missing measurements, quotes awaiting approval, or upcoming deliveries.
This way, sales, design, production, warehouse, shipping, and assembly teams work with the same up-to-date information. When a customer calls, it is easy to see at what stage the order is; there is no need to contact different teams repeatedly to get information.
Single customer record from quotation to after-sales
Customer communications, quotations, measurement forms, visuals, contracts, payment information, tasks, and service requests can be kept under a single record. Different rooms, projects, or orders of the same customer can be tracked as separate opportunities and jobs.
In management dashboards, the conversion rate of quotations to sales, pending orders, production and delivery load, delayed assemblies, team workloads, and after-sales requests can be monitored.
XtraCRM does not force your company into a fixed working model. By creating custom fields and workflows according to your own setup, you can make your current working method more organized, measurable, and traceable.