CRM for every client and company
Customers, companies, contacts and site addresses with full history: every project, quote, message, payment and note in one record. Custom properties let you track what matters to your studio.
Features
One workspace for the front office, the studio and the showroom.
Customers, companies, contacts and site addresses with full history: every project, quote, message, payment and note in one record. Custom properties let you track what matters to your studio.
One project per property or room scheme. Move work from enquiry to quoted, won and complete on a board, with follow-ups that remind you before a lead goes cold.
Branded, itemised quotes by room with images, options and discounts. Clients accept and e-sign online, and an accepted quote becomes an invoice without retyping a line.
A private portal for each client with their quotes, invoices, documents and progress. Use your own domain so it looks like part of your studio.
Book site visits, measures, deliveries and installs. Your team sees the day's jobs, and clients get confirmations and reminders automatically.
Record bank transfers, card and cash against invoices and projects, approve payment proof, and see every transaction, including shop sales, in one list.
A product library with costs, prices and suppliers. Raise purchase orders, receive stock and get low-stock alerts. Pro
Sell fabrics, accessories and samples over the counter, even offline, with stock updating instantly. Pro
Ask what to chase, what a client was charged or what this week looks like. Riser AI drafts covering notes, chases and replies from your own records only.
Send emails, update records and notify your tools when a quote is accepted, an invoice is paid or a job is booked.
A full read and write REST API with webhooks, so Riser connects to accounting, marketing and the rest of your stack.
Invite designers, project managers and installers with the right level of access, including who can see prices and margins.