CRM Design Capture
Renovation type, design preference, and key collection from first enquiry.
Interior Design & Renovation Operations
From Design Preference and Product Selection to Quotation, Delivery, Handover & Job Costing with Odoo
Alitec’s interior design and renovation solution captures renovation type, design preference, and key collection details in CRM, supports a login-gated catalogue and designer-led quotations, and tracks each analytic job through delivery, handover, and costing.
Key Features
Login-Gated Catalogue
Product selections open only to signed-in homeowners.
Manual Accept Quoting
Designer-led quotations with revisions and deliberate approval.
Job Costing Visibility
Analytic accounts track each renovation as Ongoing or Closed.
In Details
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Renovation & Design Intake
CRM lead captures renovation type, design preference, and key collection.
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Login-Gated Catalogue
Shop pages redirect anonymous visitors to sign in.
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Quoting & Revisions
Designers quote from selections and issue numbered revisions.
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Manual Accept Control
Designers approve orders deliberately.
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Per-Line Delivery Address
Each order line can ship to its own site or unit address.
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Analytic Job Costing
Analytic account tracks status, completion date, and job balance.
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Handover & Rectification PDFs
Printed forms with signature capture.
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SG E-Invoice Field Readiness
Peppol ID and invoice detail fields prepared for rollout.
From first action to operational close.
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Capture Lead
Record renovation type, design preference, and key collection.
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Login & Browse
Homeowner signs in to browse the gated catalogue.
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Quote & Revise
Designer builds and revises the quotation.
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Accept & Deliver
Manual Accept confirms; delivery splits by line address.
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Handover & Cost
Signed forms close the analytic job with costing.
Workflow Controls
The operational detail stays connected.
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Design fields on CRM lead
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Sign-in-gated shop
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Numbered quotation revisions
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Manual Accept
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Delivery address per order line
Illustrative operations view
A connected view of design and analytic jobs.
Demonstration data — not liveThe categories follow this page’s verified workflow; all small counts are fictional interface examples.
Quotations open
4
Recorded
Analytic jobs
3
In progress
Deliveries pending
2
Scheduled
Handovers signed
1
Recorded
Illustrative operations view
Analytic job status
| Record | Count |
|---|---|
| Quotation | 2 |
| Ongoing | 2 |
| Closed | 1 |
| Total | 5 |
Illustrative operations view
Job records
| Category | Recorded | To review |
|---|---|---|
| Design intake | 3 | 1 |
| Delivery | 2 | 1 |
| Handover | 1 | 1 |
Demonstration workflow record · no customer data
DEMO-IDF-001
Analytic job record
Job detail
- Design intake
- Recorded
- Manual acceptance
- Recorded
- Delivery address
- Recorded
Documents
- Handover PDF
- Prepared
- E-invoice fields
- Ready for review
Review state
- Designer review
- Recorded
- Job review
- Awaiting
The Odoo apps behind the workflow.
The solution connects these Odoo apps around the same operational records.
- CRM
- Sales
- Website
- Portal
- Purchase
- Inventory
- Accounting
- Analytic Accounting
What the connected process changes.
Consistent Design Intake
Every enquiry captures renovation type and preferences.
Controlled Client Access
Homeowners browse the catalogue only after signing in.
Deliberate Order Approval
Manual Accept and revisions prevent premature confirmations.
Profitable Job Visibility
Ongoing and Closed analytic tracking shows job-by-job margins.
Map your interior design & renovation operations workflow in Odoo.
Start with the process your team uses today.