From client enquiry to a flawless handover
BuilderX Pro helps interior design and fit-out businesses run the whole journey on one platform — client CRM and quotations, project timelines, procurement coordination, and finance — so margins are protected and clients stay informed.
Design-led work lives or dies on coordination between clients, site teams, and vendors. BuilderX Pro keeps all three working from the same, up-to-date record.
The coordination challenges in design & fit-out
Client updates eat your day
Clients want constant updates, and without a shared record every update is a phone call, a message, or a forwarded photo.
Margins quietly erode
Custom procurement, site changes, and untracked expenses eat into margin, and you only see the damage when the project closes.
Procurement across many vendors
Fit-out work pulls from dozens of specialist vendors, and coordinating orders and deliveries by chat is error-prone.
Timelines slip silently
A delayed carpentry item pushes electrical, which pushes finishing — and without dependencies, no one sees it coming.
Handover is a scramble
Documents, approvals, and final snags are spread across people, so handover becomes days of chasing paperwork.
How BuilderX Pro helps interior designers & fit-out
Client CRM & quotations
Capture enquiries, manage the pipeline, and send branded quotations — then convert winners into projects without re-entry.
- Leads, prospects, and deals pipeline
- Quotations with PDF export and packages
- WhatsApp automation and follow-ups
- VoIP calling and call logs (Exotel)
- Meetings and activity tracking
- Won deals convert into projects
Project timelines & site records
Sequence the fit-out with dependencies and keep a visual record of progress the whole team can see.
- Task views: List, Kanban, Gantt, Flow
- Scope of work and milestones
- Daily Progress Reports with photos
- 360° project photo feed
- Issue tracking and resolution
- Task templates for repeatable work
Procurement & vendor coordination
Coordinate orders across many specialist vendors with a traceable indent-to-GRN workflow.
- Indent, PO, and GRN workflow
- Vendor management with rate history
- Material returns and site transfers
- Per-project inventory
- GRN with photo verification
- Printable indent and PO documents
Margin & finance control
Keep expenses, vendor payments, and client receipts visible so margin is protected while the project runs.
- Expense reports with approval flows
- Petty cash and vendor ledgers
- Customer invoices and payments
- Cost-versus-budget visibility
- Payment reports by project
- Audit logs across finance
From enquiry to handover, in one flow
Capture the enquiry
New leads enter the CRM with source tracking and follow-up reminders.
Quote & win
Send branded quotations and pricing packages; convert accepted quotes into projects.
Plan the fit-out
Define scope, sequence tasks with dependencies, and set milestones.
Coordinate procurement
Raise indents to specialist vendors, issue POs, and receive against GRNs.
Protect margin
Track expenses, vendor payments, and client receipts against the budget.
Hand over cleanly
Close issues, gather documents and approvals, and hand over with a complete record.
What changes when you switch
| Process | Today (manual / WhatsApp) | With BuilderX Pro |
|---|---|---|
| Client updates | Constant calls and forwarded photos | A structured project record with a 360° photo feed |
| Quotations | Manually built in a document | Branded quotes with packages, convertible to projects |
| Procurement | Orders scattered across chats | Traceable indent-to-GRN across all vendors |
| Timeline | A date list that slips silently | Gantt with dependencies that surface slippage |
| Expenses | Untracked until close | Expense reports and vendor ledgers, live |
| Margin | Known only at project end | Cost-versus-budget visible throughout |
| Issues & snags | Noted on scattered lists | Tracked with priority and resolution |
| Handover | Days of assembling paperwork | A complete task, photo, and document history |
Questions from interior designers & fit-out
Yes. The CRM covers leads, prospects, and deals in a visual pipeline, quotations and pricing packages with PDF export, WhatsApp automation, VoIP calling via Exotel, and meeting and follow-up tracking. Accepted quotes convert directly into projects, so client management and delivery stay connected.
Yes. Fit-out procurement runs through the indent → PO → GRN workflow with vendor management, rate history, per-project inventory, material returns, and site-to-site transfers. Every order is traceable from request to receipt, with GRN photo verification on delivery.
Expenses, vendor payments, and customer receipts are recorded against the project as work happens, with expense-report approval flows and cost-versus-budget visibility. That means margin erosion from custom procurement or site changes is visible during the project, not discovered at handover.
Yes. The iOS and Android app lets field teams file daily progress reports with photos, raise indents and GRNs, record material returns and transfers, mark GPS or biometric attendance, raise site issues, and approve requests — directly from site. It also includes 12 construction calculators for on-site estimation.
Yes. It is built by Isotect Sturdy Construction Pvt Ltd (GST: 29AAFCI6342B1ZQ) for the Indian market. Pricing is in INR, billing runs through Razorpay with UPI, cards, and net banking, and the workflows reflect Indian construction practice — indents, GRNs, RA bills, retention, petty cash, and cheque printing.
Each organization’s data is isolated using row-level security. Access is governed by nine built-in roles with granular, team-based permissions and per-user overrides, and sensitive actions — purchases, payments, and work orders — pass through configurable approval flows with an audit trail.
Ready to run your interior designers & fit-out business on one platform?
Book a walkthrough tailored to how you work — we’ll show you the shortest path from where you are today.