Trace CRM
CRM for Interior Designers

Enquiries are coming in.
Projects aren't closing.

Capture Meta Instant Form leads, track every site visit and quotation, and automatically send conversion signals back to Meta.

15-day free trialNo credit card neededSetup in 30 minutes₹1,499/month all-in

The Problem

Does this sound familiar?

Interior designers lose 70–80% of their leads not because of bad ads — but because of what happens after the enquiry comes in.

Leads go cold with no follow-up

Enquiries from Meta Ads and your website pile up with no single place to track them. Leads go cold while you figure out who to follow up with next.

Site visits aren't tracked

A client said yes to a site visit. Did it happen? What were the notes? Who sends the quotation? It's all in someone's head with no record.

Meta never learns from your wins

You close a big project. Meta has no idea. It keeps showing your ads to window-shoppers because you never told it who actually became a client.

Features

Everything your studio needs

Built specifically for how interior design studios work — not adapted from a generic sales CRM.

Interior Design Pipeline

Custom stages built for your workflow — New Enquiry → Site Visit → Quotation Sent → Project Won → In Execution → Delivered. Not generic CRM stages.

Meta Instant Forms Integration

Connect your Meta Instant Form directly to Trace CRM. Leads flow in automatically within seconds of a form submission — no manual entry.

Meta CAPI Feedback Loop

When a lead becomes a project, Trace fires a server-side CAPI event to Meta. Your ads start finding more clients who behave like your best ones.

Email Automation

Auto-send emails when a lead is assigned, changes status, or needs a follow-up. Stay on top of every enquiry without manual effort.

Team Assignment

Assign enquiries to your designers. Each rep sees only their leads. Admins see everything. No overlap, no confusion, full accountability.

Source & Conversion Analytics

Which ad campaign brings the most projects? What's your site-visit-to-quotation rate? All tracked, all in one dashboard.

Pipeline

A pipeline built for how
interior design actually works

Not “New → Qualified → Converted”. Trace tracks the real journey — from first enquiry through site visit, quotation, client approval, project execution, and delivery.

New Enquiry
Site Visit
Quotation Sent
Project WonCAPI fires
In Execution
Delivered

All stages are fully customisable to your studio's exact workflow.

Lead Detail — Riya Kapoor
RK

Riya Kapoor

+91 98765 43210 · Meta Ads · 2 days ago

New Enquiry
Site Visit
Quotation SentCurrent
Project Won
In Execution
Delivered

Latest note

“3BHK in Bandra West. Budget ₹18L. Site visit done on Monday. Quotation to be sent by Friday.”

How it works

From Meta ad to closed project

Four steps. Fully automated. Your team just moves leads through the pipeline — the rest happens on its own.

01

Connect your Meta Instant Form

Connect your Meta Instant Form directly to Trace CRM. Leads flow in automatically within seconds of a form submission — no manual entry.

02

Assign & track

Assign leads to your design team. Log site visit outcomes, add quotation notes, set follow-up reminders. One place for everything.

03

Win the project

Mark the lead as Project Won. Trace CRM fires a CAPI conversion event to Meta — no extra steps needed from you.

04

Meta finds more like them

Meta's algorithm learns who your real clients are. It finds more of them. Your CPL drops. Your project quality improves.

30 min

Time to go live

₹1,499

Per month, GST incl.

15 days

Free trial, no card

Pricing

Simple, transparent pricing

One plan that covers everything. Start free, subscribe when you're sure.

MOST POPULAR
Up to 3 usersUnlimited leads

Professional

₹1,499

/month · GST inclusive

  • Lead pipeline — all status stages
  • Direct Meta lead capture
  • Configurable Meta CAPI events
  • Task assignment & call logs
  • Admin + Sales Rep roles
Custom limitsDedicated support

Enterprise

Custom

For larger studios and multi-location design firms.

  • Everything in Professional
  • Custom integrations
  • White-label setup
  • Multi-workspace support
  • Custom onboarding session
  • Priority & dedicated support

Cancel anytime · No lock-in · 15-day free trial included

FAQ

Frequently asked questions

Specific to how interior design studios use Trace CRM.

Still have questions?

Free demo

See Trace CRM set up
for your studio

We'll show you how interior design studios use Trace CRM to convert more Meta leads into signed projects — and set it up specifically for your workflow in the same call.

30-minute personalised walkthrough
Pipeline configured for interior design
Meta CAPI setup guidance included
No sales pressure. Cancel anytime.

Book your free demo

We'll reach out within 24 hours.

Start turning enquiries
into projects today.

15-day free trial. Full access. No credit card required.