How Ivy Has Streamlined my Interior Design Business

Instead of using email, invoicing software, and a million other platforms to get your project going, why not streamline your to-do list as much as possible? That’s where Ivy comes in. This business management software was designed specifically for interior designers to enable a more efficient—and more profitable!—biz. 

From mood boards to product sourcing, Ivy brings everything under one roof so that you don’t have to juggle multiple log-ins or disparate software systems for a single project. Get the tools you need to grow and add Ivy to your business arsenal. 



Create Proposals

Pick and choose each and every item you’d like to send to your client, and add it to a single professional proposal. Ivy has branded proposal templates that help you beautifully represent your biz, while also making it easier for your clients to review each piece. Instead of sending things piecemeal through email chains, consolidate the products in a single proposal to give clients a sense of the bigger picture. They can then approve or reject each piece one-by-one so you can see exactly what they like. 

Source & Track Your Purchases

Ivy was designed to make project management easy. By helping you source all of your items and add them to your Ivy product library, you’ll begin to create a repository of all of the things you love. You can also add these products to your tear sheets and proposals—and once they are approved by the client, to your invoices and POs—to streamline the entire purchasing process from start to finish. You can also keep track of exactly what you’ve purchased in your project tracker, and can see detailed info on each piece including 360-degree views if you need a refresher.  



Accept Payments

Make it easier for your clients to pay you, so you can get that money in the bank sooner! Ivy has an invoicing and payment platform that lets you record payments and keep track of your accounts receivable. It also allows you to accept both credit card and bank transfers, and then puts the money right into your bank account. Plus, reporting features allow you to easily pull up-to-date info to see what’s still outstanding.

Client Portal 

Ivy isn’t just for you—it’s also for your clients. Keep them clued in and involved in the process from day one thanks to Ivy’s client-facing portal. They’ll be able to see what they’ve already paid and check if there are any funds left in their retainer. They’ll also be able to see itemized invoices so they always know exactly where their money has gone. That way, you don’t have to worry about fielding payment questions and can instead focus on the more important stuff. 

If you need more help getting your biz organized, check out our VIDA Shop for all the resources you need to streamline project management and set your business up for success! 


 

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