CRM for furniture stores
A furniture store CRM for the long road from browsing to delivery
Furniture buyers take weeks to decide and wait weeks for delivery. Keep every shopper, quote, deposit and delivery on one record so nobody falls through the gaps.
CRM included in every plan, from $39/month. AI manager included.
New inquiry
Showroom visit
Quote sent
Deposit paid
Quick answer
What should a furniture store CRM do?
A furniture store CRM should follow a big purchase from first question to final delivery. Clientager tracks shoppers, showroom visits, quotes, deposits, special orders and delivery jobs on one record. Its AI manager answers questions about pieces, fabrics, stock and delivery 24/7, books showroom appointments and logs the shopper with what they are looking for, so your sales team can follow up with the right piece.
Built for furniture stores and showrooms
Your Furniture Store CRM comes set up with the stages and fields furniture stores and showrooms actually use. Change anything, add your own.
Pipeline stages
- New inquiry
- Showroom visit
- Quote sent
- Deposit paid
- Won
What each record holds
- Room and pieces of interest
- Style, fabric and finish preferences
- Room dimensions
- Budget range
- Special order lead time
- Delivery address and access notes (stairs, elevator)
- Delivery window preference
- Assigned design consultant
- Old furniture removal needed
Catalog of pieces and options
Add sofas, beds, tables and mattresses with sizes, fabrics, finishes and prices. Your AI manager answers from it and quotes pull pieces straight in as line items.
Showroom appointments
Design consultations and showroom visits land on a shared week calendar with the consultant and the shopper, plus automatic reminders.
Sales pipeline for big-ticket buys
Shoppers move from New inquiry through Showroom visit, Quote sent and Deposit paid to Won, with the order value on every card.
Quotes, deposits and balances
Build quotes with pieces, delivery fees, tax and discounts. Send a deposit invoice and later the balance, each by secure pay link through your own Stripe, Razorpay or PayPal account.
Delivery as jobs
Each delivery is a job with the address, access notes, priority and the crew assigned. It sits on the calendar next to showroom appointments.
Customer timeline
Every call, text, chat, email, quote, payment and delivery note on one record. When a customer calls asking when their sofa arrives, anyone can answer.
Reports
See leads by source, showroom visits booked, quote win rate, deposits and revenue collected and jobs completed.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Answers shopper questions any time
Do you have this in grey, how deep is the sectional, how long is delivery. Your AI manager answers by phone, WhatsApp, SMS, chat and email from your catalog.
Books showroom visits
It offers open times, books the visit with a design consultant and sends confirmations and reminders.
Captures room details
It asks about the room, dimensions, style and budget and saves them on the record, so the consultant can prepare options before the visit.
Handles delivery questions
It logs delivery date requests and access details and creates a task for your team when a customer needs to reschedule or report damage.
Scores shoppers
AI insights summarize each shopper, mark them hot, warm or cold and suggest the next step, such as sending fabric options.
How a furniture store runs on Clientager
- 01
A couple asks about a sectional on Sunday night
Your AI manager answers size and fabric questions, learns the room dimensions and budget, and books a Saturday showroom visit.
- 02
The consultant prepares
The record shows the room, style preferences and an AI summary, so the consultant has options ready when they arrive.
- 03
Quote and deposit
After the visit, the consultant sends a quote for the sectional and delivery, followed by a deposit pay link.
- 04
Special order and delivery job
Once the deposit is paid, the order task is created and a delivery job is booked with the crew and access notes.
- 05
Delivered and reviewed
The crew marks the job complete, the balance is collected, the deal moves to Won and a review request goes out.
Automations ready to switch on
- When A booking is completed (showroom visit)→ Send a thank-you text with the consultant's direct line and create a task to send the quote within one day.
- When A deal moves to Quote sent→ After 4 days, send a friendly follow-up asking if they want swatches or a second visit.
- When An invoice is paid (deposit)→ Move the deal to Deposit paid, send an order confirmation email and create an order task for the buyer.
- When A job is completed (delivery)→ Move the deal to Won and send a review request after 3 days.
- When No visit for 365 days→ Send a check-in email with new collections and a showroom invitation.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Shoppers ask questions online and never hear back
- Quotes written on paper and lost after the visit
- Deposits and balances tracked in a ledger
- Delivery details passed along by phone
- No follow-up with shoppers who said they would think about it
Clientager Furniture Store CRM
- Every question answered 24/7 from your catalog
- Quotes built from the catalog and saved on the record
- Deposits and balances collected by pay link
- Delivery jobs with address, access notes and crew
- Automatic follow-ups after every showroom visit
A furniture store CRM built for big, slow decisions
Nobody buys a sofa on impulse. Shoppers browse online, ask about fabrics, visit the showroom, measure the room, think it over and come back weeks later. Each step is a chance to lose them. A furniture store CRM keeps the whole journey on one record, so your team knows who is close to buying and who needs a nudge, instead of relying on memory or paper quotes.
Clientager's AI manager handles the first step around the clock. It answers questions about pieces, sizes, fabrics and delivery times from your catalog, by phone, WhatsApp, SMS, chat or email. It captures room dimensions, style and budget, then books a showroom visit with a design consultant. Your sales team walks into each appointment already knowing what the shopper wants and which pieces to show first.
Quotes, deposits and special orders without the paperwork
After the visit, build a quote from your catalog with each piece, its fabric or finish, delivery fees, tax and any discount. Send it from the record and let an automation follow up a few days later. When the shopper is ready, send a deposit invoice by secure pay link through your own Stripe, Razorpay or PayPal account. It is marked paid automatically and the deal moves forward.
Special orders often take weeks, and customers want to know where things stand. Every call, message and payment sits on the customer timeline, so anyone in the store can answer the question of when the order arrives. Tasks with due times remind your team to check with suppliers, confirm dates and collect the balance before the delivery day. Customers stay informed and calm.
- Quotes built from pieces, fabrics and finishes
- Deposit and balance invoices by pay link
- Lead times and order notes on the record
- Automatic follow-up after every quote
Furniture delivery scheduling that the whole team can see
Delivery is where many furniture stores lose goodwill. A crew arrives without knowing about the third-floor walk-up, or the customer was never told the window. In Clientager each delivery is a job with the address, access notes, priority and the crew assigned. Jobs appear on the same calendar as showroom appointments, so managers can plan the week in one view.
When the crew marks the delivery complete, an automation can move the deal to Won and send a review request a few days later. Reports show leads by source, showroom visits booked, quote win rate, deposits collected and deliveries completed. Past customers get a check-in with new collections after a year, which brings them back when they are ready to furnish the next room.
Questions about the CRM
What is the difference between a furniture store CRM and an AI manager?
The furniture store CRM holds your shoppers, quotes, deposits, special orders and delivery jobs. The AI manager answers shopper questions 24/7, books showroom visits and writes everything it learns into the CRM. In Clientager both come together, so your team spends time selling on the floor, not on data entry.
Can the AI manager answer questions about specific pieces?
Yes. Add your pieces to the catalog with sizes, fabrics, finishes, prices and lead times. The AI manager uses that to answer shoppers, and when something needs a person, such as a custom size request, it creates a task for a consultant with the details.
Can I import my existing customers?
Yes. Export customers from your point of sale, any spreadsheet or another CRM as a CSV and import them. Duplicate detection finds repeated names and phone numbers and lets you merge them, so each customer has one clean record with their history.
Can delivery crews and floor staff log in without seeing revenue?
Yes. Give them the staff role. Crews can see and complete their delivery jobs and floor staff can work shoppers and appointments, but staff do not see payments, billing or revenue. Starter includes 2 team logins, Growth 5 and Scale unlimited.
How do deposits and balances work?
Create a deposit invoice from the quote and send it as a secure pay link. Later, send a second invoice for the balance before delivery. Both go to your own Stripe, Razorpay or PayPal account and are marked paid automatically when the customer pays.
Can I schedule deliveries in the CRM?
Yes. Each delivery is a job with the address, access notes, priority and assigned crew. Jobs appear on the calendar alongside showroom appointments, and completing a job can trigger a review request or move the deal to Won. Crews see their jobs for the day in any browser.
How much does the furniture store CRM cost?
The CRM is included in every Clientager plan, and plans start at $39 per month. You can see it in a live demo first, and you can get a refund if you change your mind before your AI agent goes live.
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