In furniture, from the store visit to the quote, from the factory to the delivery, from the promissory note to service.

The whole furniture business from sale to service: showroom visits, quotes priced by fabric and options, customer approval and orders, deposits and payment plans, registered promissory notes, orders placed with the factory and receipt of incoming packages, warehouse and display products, custom-measurement projects and workshop work orders, delivery and assembly planning with the team's mobile app, service and warranty, customer portal and open catalog, reports. Messages from WhatsApp, Instagram and other channels, appointments, deals, payments and tasks all stay in the same CRM records.

You define option groups on the product card (fabric, color, legs, size, orientation…) and each option carries a price difference as a fixed amount or a percentage, plus an optional extra lead time if you want. You can enter product-specific prices by fabric category (A, B, C…); when the customer picks a fabric, the suite's price comes from that category. Optional pieces can be removed from the quote for suites and sets. A selling price is suggested from the purchase price using a margin rule; you import the factory price list as CSV, apply bulk price increases, and every price change stays in the history.

When a quote is saved, a deal record is created in the CRM as well. You send the customer a link; the customer opens the quote, approves it and signs. An approved quote automatically becomes an order: with the line items, trade-in, deposit amount and suggested payment plan. If the sales rep's discount exceeds the limit you set, the quote first goes to the manager for approval. For a customer trading in an old sofa, the trade-in amount is recorded as a payment.

For orders, items coming from the factory are grouped by supplier in the “To be ordered” list. You create a single factory order and print it, or send it as a WhatsApp / email draft (the customer's name is not written in the draft). Once the factory's confirmation number and payment terms are entered, the estimated date of the customer's item is updated, and an order whose payment terms have passed is highlighted as a task. When the goods arrive, the boxes are counted and a box label with a barcode is printed; a damaged or missing box opens a service record on the supplier side. The factory invoice is entered in the expense ledger once.

A separate promissory note is issued for each installment in the payment plan, and the note taken from the consumer is printed as a named note; the debtor's name and the beneficiary (company name) are required. The installment sales agreement includes the cash price, the total on credit, the deferred payment surcharge and annual rate, the down payment, the installment plan and the withdrawal period; the customer signs the agreement and the document is printed with a verification code. A promissory note payment that is collected is recorded as a payment; a task is opened for notes that are coming due and overdue, and protest and enforcement statuses are kept on the record. If you enable it in settings, guarantor information is also printed on the note. We recommend reviewing the legal texts with your own lawyer.

Orders whose products are ready drop into the delivery queue; if only some are ready, a partial delivery can also be opened. You assign the delivery to a day and a team; the team's daily minute, stop and vehicle volume capacity appears on the planning screen. For an order with an unpaid balance, a warning is shown or the delivery is blocked, depending on your setting. A confirmation message draft for the customer is prepared, and the confirmed day is marked; the order of the day is set manually or by the nearest stop. Every delivery appears as an appointment in the calendar.

No. A team member opens the assembly app in the browser on their phone and signs in with a phone number and password; they see only their own team's jobs: address, floor and elevator, products, box count, notes, navigation. They count boxes by barcode (with a scanner or manually) or by quantity, take photos, and have the customer sign the report on the phone; if a missing or damaged product is marked, a service record is opened. A payment collected at the door is recorded after office approval. If there is no internet, records are queued on the phone. Location is taken only while the team is “on the way” and if the setting is on; locations older than seven days are deleted.

Yes. You open a custom-size project; the measuring appointment is added to the calendar. In the measurement form you enter walls, lengths and obstacles such as doors, windows, outlets and plumbing, and the system draws a wall sketch from them; photos are added, and each new measurement is stored as a separate version. A project quote is prepared from the module list and countertop meters; once approved, it can turn into a workshop work order.

With a workshop profile enabled, you define your own production stages (e.g. cutting, frame, upholstery, painting, quality, packing). Order items to leave the workshop turn into work orders; each stage is started, finished, skipped if needed or reversed, and the person responsible and the duration are recorded. The workshop board shows which job is waiting at which stage; the material needs of open work orders are listed.

The warranty period starts on the delivery date for each product and is at least two years; if you defined a longer warranty for the product, that applies. A service request is opened from the panel, the team app or the customer portal; warranty coverage is calculated automatically, the maximum repair time comes from your settings and the time is tracked with a task. You can request a part from the factory, schedule the service visit to a team, and enter the cost borne by the company in the expense ledger. Warranty certificates are printed from delivered products.

Every order has a portal link that does not require signing in. The customer sees the status of their products (at the factory, in production, on the way, ready), the delivery day, their payments and promissory notes, the sales agreement, the warranty certificate and the signed reports; they can confirm the delivery day or request another day, and open a service request with photos for a product they received. The QR code on the report and the installment agreement verifies that the document is valid.

Yes. With an open catalog. You mark the products you want to show in the catalog; when a visitor picks fabrics and options, the price is calculated on the server with your prices (you can also choose to hide the price). The “Ask on WhatsApp” button writes the selections into a message; the request form lands in the “Catalog requests” list in the panel and on the task board, where it can be turned into a quote with one click. The catalog is shared as a link or embedded on your site with a one-line snippet.

In the Message Center, a “Furniture quote” button appears next to a message that looks like a furniture inquiry; the catalog products, quantities, budget and room mentioned in the message are first found by rules, and if your company’s Gemini key is configured, AI enriches them. Similar products from the catalog can be suggested for a photo the customer sends. Any suggestion not in the catalog is discarded, everything is a quote draft and waits for your approval. The chatbot answers “When will my order arrive?” based on the real status and delivery date in the record; it does not make up a date.

The module does not message customers on its own. Quote, portal and delivery confirmation messages open as drafts in the Message Center; you review them before sending. Because delivery and measurement days are appointments on the calendar, they go out with your appointment reminders if those are enabled. When an order is delivered, a Google review request is scheduled according to your review request settings in the CRM.