Track enquiries, site visits and payment milestones through a project that takes months

Pingo360 is a CRM for Indian interior design studios: enquiries from WhatsApp and your website land in one shared inbox, custom objects track projects and rooms alongside clients, and automation follows up after every site visit and concept presentation. Flat ₹999 per month, unlimited users, 14-day free trial.

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Why do design enquiries go quiet in the first place?

Interior design has a specific shape that generic CRMs handle badly. A project runs for months, from the first enquiry through a site visit, a concept, several rounds of revision, a quote, execution and finally handover. The client relationship involves many touchpoints spread thin over time, and the conversation moves across WhatsApp, email and in-person meetings without any of it staying in one place.

So projects stall in predictable spots. The enquiry that got a warm first call but no follow-up after the site visit, because the designer assumed the client would reach out once they had decided. The concept that was presented and never chased, so the client quietly went with a cheaper studio that called back first. The payment milestone that was due but nobody sent the invoice on time, so cash flow slipped along with the client's confidence. And the project that changed hands between designers mid-way, losing the context of what the client actually wanted.

None of that is a design-quality problem. It is a record-keeping problem, and in a business with a months-long decision cycle and a months-long execution cycle after that, keeping the record straight is most of what keeps a studio's revenue predictable.

What an interior design CRM has to get right

Three things. Every enquiry captured from the channel the client actually used. The project itself modelled as its own record — with rooms or phases as its own facts — because the sale here is a whole project, not a single item. And follow-ups and payment milestones that exist as tasks and invoices with dates, because a project that runs for months needs structure that survives a designer's memory failing on any given week.

Built for how a design project actually moves

WhatsApp enquiries, captured

A client messaging your WhatsApp number becomes a contact automatically, with the full conversation logged on their record — no scrolling back to find what they asked for.

Website chat, answered live

Enquiries from your website chat widget queue into a real conversation your team can reply to, instead of sitting unread in a contact form inbox.

Model the project, not just the client

Custom objects let you track a project's scope, rooms or phases beyond the default contacts and deals, linked to the client it belongs to.

Never miss a site-visit follow-up

Log the visit or concept presentation, and a workflow can automatically create a follow-up task a few days later — no relying on memory during a busy week.

Stages that match a design project

Drag-and-drop boards with your own stages — enquiry, site visit, concept shared, quote, execution, handover — instead of a generic template.

Milestone invoicing with UPI

Raise a GST-compliant invoice at each payment milestone straight from the deal, with the correct CGST/SGST or IGST split and a UPI payment link.

Designer ownership, studio visibility

Owners and team roles mean each designer works their own projects while you keep a view across the whole studio, and reassignment is one change, not a scramble.

Reports on what is really moving

Pipeline and activity reports show which stage projects stall at, and where a client has gone quiet after a concept or quote was shared.

How do you model a project, its rooms and its client together?

Contacts and deals alone cannot describe a design business, because a project is an object with its own facts: scope, budget, timeline, rooms, current phase. In Pingo360 you create that as a custom object and give it the properties you actually track, then link it to the client and the deal.

That linkage is what makes a long project manageable. Open a project and see every conversation and decision tied to it, room by room if that is how you work. Open a client's record and see the project it belongs to, the site visit from last month, the WhatsApp thread where they asked to change a finish, and the emailed quote revision — all on one timeline. Six months into a project, nobody has to remember what was agreed in month one; it is on the record.

Payment milestones without separate billing software

A design project rarely gets paid in one lump sum — there is usually a token amount, a payment at concept approval, and further milestones through execution. Raise a GST-compliant invoice for each milestone directly from the deal, with a UPI payment link attached, instead of tracking payments in a separate spreadsheet and reconciling later. When a milestone is due, that is also a natural moment for a workflow to create a follow-up task, so a payment does not slip simply because everyone got busy with the site.

WhatsApp threads and a project folder vs Pingo360

Day-to-day realityWhatsApp + project folderPingo360
Where enquiries arriveOne designer's WhatsAppShared inbox, whole team sees it
Enquiry and decision historyScattered across chat threadsOn the client's timeline
Project scope and roomsA folder of documentsCustom objects linked to the client
Site-visit follow-upWhoever remembersTask created by automation
Concept and quote follow-upOften skippedTask created by automation
Emails with quotes and revisionsPersonal mailboxLogged automatically
Designer changes mid-projectContext lostRecords stay, ownership reassigned
Milestone invoiceRetyped into separate softwareGST invoice + UPI link from the deal
Cost of adding a designerAnother phone, more silos₹0 — unlimited users
BackupsWhenever someone remembersDaily, kept 30 days

Who in interior design is this actually for?

Independent designers and small studios running several concurrent projects with long decision cycles, where keeping track of who is at what stage matters more than any single tool for drawing or rendering.

Modular kitchen and furniture-led design-execution firms doing site visits and quotes at volume, where a fast, consistent follow-up after every visit is what separates a studio that converts from one that just gets enquiries.

Boutique and high-touch residential studios with fewer, larger projects and a client relationship that runs from first site visit through handover and often beyond, where losing context mid-project is costly.

Studios coordinating with vendors and site execution alongside design, who need the client-facing sales and follow-up side on record even though the CRM itself does not manage the execution work.

A fair warning about fit: Pingo360 is a sales and client CRM. It does not do 3D rendering, mood boards, or vendor procurement. If you need those, it sits alongside them rather than replacing them.

What does it cost, and who runs it?

One plan at ₹999 per month, unlimited users, billed monthly through Razorpay, cancel any time. That matters for design studios specifically, because teams often flex with project load — a freelance designer or site coordinator brought on for one project should not change your bill. Here they cost nothing extra.

The trial runs 14 days with no credit card, so nothing charges automatically at the end. On security: each workspace is isolated at the database level with row-level security, two-factor authentication with an authenticator app is available, and backups run daily and are kept for 30 days. Import your client and project lists from CSV or JSON, and export the same way whenever you want.

One thing stated plainly: Pingo360 is pre-incorporation. It is operated directly by its founding team while formal company registration is in progress, and no GSTIN has been issued yet. If that matters to how you buy software, better to know it before you migrate your client list. Reach us at [email protected].

Common questions

Can I track a project's rooms and phases, not just the client?

Yes — custom objects let you model a project with its rooms or phases and link them to the client and deal, beyond the default contacts/deals structure.

How do I follow up after a site visit or concept presentation?

Log the visit or presentation as an activity on the client's timeline, and a workflow can automatically create a follow-up task or WhatsApp reminder a few days later.

Can enquiries from WhatsApp and my website land in the same pipeline?

Yes — both are matched to a contact automatically and flow into the same sales pipeline, so nothing depends on which channel a client used first.

Can each designer own their projects while I still see everything?

Yes. Every record has an owner, and team roles control who can see and do what, so designers work their own projects while you keep a view across the whole studio. Reassigning ownership takes a moment when a designer is unavailable.

What does it cost for a studio with several designers?

A flat ₹999 per month for the whole workspace with unlimited users, billed monthly through Razorpay. There is no per-seat pricing, so adding designers or freelance associates does not change the bill.

Can I invoice a client at each payment milestone with GST and UPI?

Yes. Generate a GST-compliant invoice straight from the deal at each project milestone, with the correct CGST/SGST split for in-state work or IGST for inter-state, and attach a UPI payment link so the client can pay from their phone.

Can I import my existing client and project lists?

Yes — import from CSV or JSON and map the columns to your fields, including custom objects for projects or rooms. Export works the same way at any time.

How is client data kept private and backed up?

Each workspace is isolated at the database level with row-level security, accounts support two-factor authentication with an authenticator app, and backups run automatically every day and are kept for 30 days.

Stop losing projects to a follow-up nobody sent

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