Case study 03 · CRM / ERP

Construction & Interior Design FirmCRM / ERP

A CRM / ERP for a Delhi construction & interiors studio: BOQ quotes priced from its 569-item rate card, sent as a link the client can accept, and a project plan in one step once a quote is won.

Live since May 2026
AI-assisted build

Full project showcase on GitHub Interactive demo Request the case study (PDF)

Status: Live since May 2026 on the studio’s own domain
My role: I gathered the requirements, made the product decisions, directed AI coding tools and tested every change, over about two months
Built with: Laravel · Filament · Livewire · MySQL
Note: Shown as built: what it does and what was checked on the live install. No usage figures are claimed.

BOQ quote editor with the quote's status, view count and the convert-to-project action — FIG. 01Quote editor: views tracked per quote, the client’s decision, and one step that turns a won quote into a project. Demo data; client details masked.

01 · In short: One system to carry a job from BOQ quote to handover.

SNC is a construction and interiors studio in New Delhi. I designed this CRM / ERP to put its quoting and project delivery in one system, on the studio’s own domain. The brief had three parts:

Price every BOQ line from the studio’s rate card.
Send each quote as a link the client can accept.
Turn a won quote into a project plan in one step.

02 · What it does

Lead pipeline, two tracks
Each enquiry follows the Turnkey or the Virtual Design pipeline, with lead scoring (Hot / Warm / Cold), SLA tracking, qualification, source attribution and task templates.
BOQ quotations
A bill-of-quantities quote built from a lead (sections, rate items, materials, margins, payment milestones), previewed as a branded proposal and shared as a link the client can review and accept.
Project delivery
A won quote becomes a project with milestones, tasks, snags, payment tracking and a client portal for progress and file exchange.
Material & rate masters
The 569-item BOQ rate library (33 sections) and a material catalogue across trades, with default vendors and margins.
Procurement
Contractors, material suppliers, vendor and contractor bids, and service contracts.
Discovery calls
A public booking page with Google Meet links, and each call tracked from booked to attended.
HR & operations
Staff, roles & permissions, monthly attendance and salary, incentive dashboards, internal tasks, communication templates and a letterhead / PDF generator.

03 · What makes it different

Every BOQ line comes from the rate card. 569 priced items in 33 sections; project-management and design fees, then GST, are added on top.
Checked 5 Oct 2026
One link to approve the quote. The client opens one link to review and accept it, and the studio sees how often each quote was viewed.
A won quote becomes the project in one step. The project, its task plan and its milestones are created together (verified once on the production install).
One portal to follow the build. Each project gets a client page that shows progress milestone by milestone.
Vendor bids per project. Requests to contractors and suppliers, with quotes received and the winner recorded.
HR in the same system. Monthly attendance and salary for studio staff sit beside the projects.

04 · What the business can configure: Built so the studio sets the rules.

Lead configuration: Funnels, sources, assignment rules, SLA targets, task templates and site-survey templates.
BOQ rate library: The studio’s rate card as a 569-item, 33-section library that turnkey quotes price from.
Material catalogue: Purchase and sell prices, margins and default vendors across trades.
Payment milestones: A milestone schedule per track.
Virtual Design deliverables: A tiered catalogue (essential / premium / bespoke).
Communication templates and letterhead: The studio’s own templates and a letterhead / PDF generator.
Roles & permissions: Who can see and do what.
Incentives: A points scoreboard and payout log, designed so points can convert to paid leave or cash.

05 · Key screens

Screens: white-labelled demo copy, fictional data, unless marked live.

01Quote to won

BOQ rate library list with sections and rate items, costs masked — FIG. 02BOQ rate library: the studio’s rate card as a 569-item, 33-section library that quotes price from. Costs masked.

Quotations list on a phone with quote numbers and project types — FIG. 03Quotations list on a phone. Demo data.

02What the client sees

Client project portal showing overall progress and milestone statuses — FIG. 04Client project portal: progress by milestone. White-label demo build, demo data.

The client's quote page: BOQ sections, fees, GST, grand total, payment schedule and an Accept button — FIG. 05Client quote link: BOQ, fees, GST, the payment schedule and Accept. White-label demo build, demo data.

03After the win

Projects list with project type, status, value, designer and start date — FIG. 06Projects: each won quote becomes a project with type, value, designer and dates. Demo data.

Vendor bid row for modular kitchen hardware: trade, number of quotes, winner and status — FIG. 07Vendor bids per project: trade, quotes received, winner and status. Demo data; supplier name masked.

04The rules behind it

Lead configuration screen listing task templates per pipeline stage with SLA targets — FIG. 08Lead configuration: task templates per stage with SLA targets, beside funnels, sources and assignment rules. Demo build.

Dashboard with points this month, this year and all time, tasks due this week and active leads — FIG. 09Dashboard: points this month, this year and all time, tasks due this week and active leads. Demo build.

BOQ rate library on a phone — FIG. 10The rate library on a phone, costs masked. Scroll inside the frame, or open it full screen.

06 · Where it stands, dated

Live since May 2026. Shown as built.

569
rate items behind every BOQ line
Production · checked 5 Oct 2026
33
sections in the rate library
Production · checked 5 Oct 2026
1 step
from a won quote to a project with its task plan and milestones
Verified once · production install
≈ 2 months
to build, AI-assisted, before it went live in May 2026
Live since May 2026

Not usage results

Install checks and built-in features only. No usage figures are claimed.

07 · How it was built

RoleGathered requirements, made the product decisions, directed AI coding tools and tested every change
MethodAI-assisted build
TimelineAbout two months; live since May 2026

StackLaravel · Filament · Livewire · Alpine.js · Tailwind CSS · MySQL · PDF generation · role-based access control

08 · Links & PDF

Project showcasegithub.com/abBytes-sudo/interior-design-crm-showcase
Interactive demoabbytes-sudo.github.io/interior-design-crm-showcase
The studio’s websiteCase study 06 · Construction & Interior Design Firm — website

Screens are from a white-label demo build: a placeholder brand (“abBytes”, not a real company), fictional people and placeholder figures; layouts match the live system.