CRM, Project Tracking, and a Client Portal for Interior Design Businesses
fylt is client management, project tracking, and billing software for interior design businesses — bringing client intake, project stages, invoicing, and approvals into one dashboard. It is not a design, rendering, or 3D tool, and it has no FF&E schedule, procurement, or trade-pricing feature.
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fylt is CRM and client management software for interior design businesses — it organizes client intake and project details, tracks each project's stage from concept to installation with client approvals, sends itemized invoices with expense tracking, and gives clients a private portal to approve stages and review invoices. It does not include mood boards, FF&E schedules, procurement, or trade-pricing tools.
Every client, project stage, and invoice, in one system
From the first client conversation to the final installation, fylt keeps your client intake notes, project stages, task boards, and invoices connected in one continuously updating system.
What an interior design business can run in fylt
fylt brings the client and billing side of an interior design business together into one connected system:
Client Intake & Project Details
Every new client's contact details, budget, and project notes are captured the moment they reach out, organized automatically in one client record.
CRMProject Stage Tracking & Client Approvals
Every project moves through clear stages you define — from concept to installation — with client sign-off built right in.
ProjectsItemized Invoicing & Expense Tracking
Track project expenses with client-billing linkage, build detailed line-item invoices, and send professional PDFs — all from within the same dashboard as your projects.
BillingA Private Client Portal
Each client gets their own private portal to approve project stages, sign documents, track invoice status, and follow progress in real time.
Client PortalConsultation & Site Visit Booking
Clients book initial consultations or site visits directly from your booking link, with intake details captured automatically before the meeting.
CalendarContracts & Scope Agreements with E-Signatures
Send design agreements and scope-of-work documents for electronic signature before a project begins, with a signing audit trail filed against the client record.
DocumentsClient Support & Query Management
Clients raise questions or feedback directly from their portal. Every message is organized in your support queue with priority, status, and assignee tracking.
SupportCommon questions
fylt Projects uses a visual board with stages you define — for example concept, sourcing, installation. Tasks, files, and client-visible items live on the project so each room or job has a clear current stage.
Yes. Through fylt Workspace you can share selected tasks, files, and status with the client while keeping internal notes private.
Files attached to project tasks can be marked visible to the client. Completed documents can also sit in the client's Workspace assets once you share them.
You can require approval chains on quotations, invoices, and documents before they go to the client, and you can collect client sign-off on shared project items from Workspace.
Comments on tasks, support tickets from the portal, and the client timeline in CRM keep design feedback attached to the job instead of scattered across email threads.