Quotes that go cold
A shopper prices a sectional with a performance fabric, takes the quote home and never hears from the store again. Nobody owned the follow up.
For furniture stores and showrooms
CRM for furniture stores and furniture retailers
A CRM for furniture stores remembers every quote, room, fabric choice and delivery, and tells each salesperson which shoppers to follow up today. Clientele reads your POS export, ranks every customer by the value of the next conversation and drafts the text, so quoted sofas turn into delivered orders.
- Open quotes followed up while the shopper is still deciding
- Post delivery check in and the next piece for the same room
- Texts from the store number, with consent per channel
Try it with the sample store or upload a CSV of up to 200 customers from your POS.
Why furniture sales slip away
Most furniture shoppers leave to think it over
A sofa, a bedroom set or a dining table is a considered purchase. People measure the room, ask their partner, compare two stores and come back, or they don't. The sale is usually won or lost in the follow up, and in most showrooms that follow up lives on a sticky note, a business card or the salesperson's personal phone.
Rooms left half finished
The client bought the sofa in March. The coffee table, rug and lamps they talked about went to another store because nobody called back.
Books that walk out the door
When a top salesperson leaves, their customer list leaves with their phone. The store keeps the receipts and loses the relationships.
The Money Feed in a showroom
Reasons to call a furniture customer, ranked every morning
Each salesperson opens Clientele and sees a short list: who to contact, why today, what the order could be worth and a drafted message in their own voice. You set the rules for your store once, for example how many days after a quote to follow up or how long after delivery to check in.
The list is ranked by value, so a $9,000 sectional quote comes before a $300 accent chair.
Money Feed for Dana, home furnishings
Thursday, 4 clients to contact
Rachel Moreno
Gold client
Sectional quoted 3 days ago, no decision yet
Hi Rachel, it's Dana from the showroom. I asked our upholsterer about the performance velvet you liked, and the 12 week lead time can come down to 8 if we order this month. Want me to send the two swatches to your home?
WhatsApp consent on file
Tom and Lisa Grant
Platinum clients
Dining table delivered 10 days ago
Hi Lisa, I hope the oak table settled in well. The matching bench and the wool rug you looked at are both on the floor this week if you want to see them with the table finish in mind.
WhatsApp consent on file
Andre Wallace
Silver client
Saved recliner is back in stock
Hannah Cho
Gold client
210 days since last purchase
Quotes and saved items
Every quote and wishlist item gets a follow up date. The shopper shows up in the right salesperson's feed while they are still deciding.
Delivery check in
A few days after delivery, a short message to confirm everything arrived well. It catches problems early and opens the next conversation.
The next piece for the room
Purchases carry a room and a style. Someone who bought a bed but no nightstands is a reason to call when the matching pieces come in.
Special orders and stock
Saved items that return to stock or go on floor model clearance trigger a message to the people who wanted them.
Protection plans and repairs
Repair tickets, fabric protection and warranty dates become reminders, so service visits turn into store visits.
Past buyers drifting away
Good customers who have not bought in six months or more surface with a reason to reconnect, never a blanket discount.
What a furniture store CRM should remember
A receipt says a customer bought a queen bed for $2,400. It does not say that it was for the guest room, that the client is redoing the living room next spring, that they hated the gray boucle and loved the rust velvet, or that their sofa needs to fit through a 30 inch doorway. That is the information that sells the next piece.
Clientele keeps it on one profile: purchases from your POS and Shopify, rooms and style tags, fabric and finish preferences, measurements and delivery notes, household members, important dates such as a move in date, and every message and visit. Salespeople add a note on their phone in a few seconds while the customer is still in the showroom. Read more about client profiles retail teams actually use.
- Rooms, styles, fabrics and finishes as tags you can search and filter
- Quotes, wishlists and special orders with follow up dates
- Delivery dates and post delivery check ins
- VIP score from 0 to 100 so your best households are never forgotten
- Consent per channel with date and source
Setup
How a furniture store gets started in one afternoon
There is no implementation project. A single showroom is usually live the same day, and the first Money Feed arrives the next morning.
-
01
Export from your POS
Download customers and sales as a CSV from your furniture point of sale, or connect Shopify if you sell online.
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02
Map columns once
Tell Clientele which column is the customer, the item, the price and the date. It remembers the mapping for next time.
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03
Set your follow up rules
Days after a quote, days after delivery, how long before a past buyer counts as quiet. Defaults are already filled in.
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04
Invite your sales team
Each salesperson gets their own feed on the phone. Managers see every feed and the results.
Furniture store software compared honestly
Furniture retailers usually end up choosing between four kinds of tools. They do different jobs, and many stores run two of them side by side.
Kinds of software furniture stores use for customers
Main job
- Furniture POS customer module
- Orders, stock, financing, delivery tickets
- Up system and lead tracking tools
- Who greets the next walk in, lead logging
- General CRM or template
- Pipeline of deals, built by you
- Clienteling platform such as Clientele
- One to one follow up by salespeople
Daily list of whom to contact
- Furniture POS customer module
- No
- Up system and lead tracking tools
- Task reminders
- General CRM or template
- If you build it
- Clienteling platform such as Clientele
- Yes, ranked by value per salesperson
Rooms, fabrics and style
- Furniture POS customer module
- Limited fields
- Up system and lead tracking tools
- Notes
- General CRM or template
- Custom fields
- Clienteling platform such as Clientele
- Tags, notes and purchase history on one profile
Texting from the store number
- Furniture POS customer module
- Rarely
- Up system and lead tracking tools
- Varies
- General CRM or template
- Add on
- Clienteling platform such as Clientele
- WhatsApp, SMS and email in one inbox
Clients stay with the store
- Furniture POS customer module
- Yes
- Up system and lead tracking tools
- Yes
- General CRM or template
- Depends on setup
- Clienteling platform such as Clientele
- Yes, with reassignment and full history
Best for
- Furniture POS customer module
- Every store
- Up system and lead tracking tools
- High walk in traffic floors
- General CRM or template
- Teams with time to configure
- Clienteling platform such as Clientele
- Showrooms with repeat, high ticket buyers
| Furniture POS customer module | Up system and lead tracking tools | General CRM or template | Clienteling platform such as Clientele | |
|---|---|---|---|---|
| Main job | Orders, stock, financing, delivery tickets | Who greets the next walk in, lead logging | Pipeline of deals, built by you | One to one follow up by salespeople |
| Daily list of whom to contact | No | Task reminders | If you build it | Yes, ranked by value per salesperson |
| Rooms, fabrics and style | Limited fields | Notes | Custom fields | Tags, notes and purchase history on one profile |
| Texting from the store number | Rarely | Varies | Add on | WhatsApp, SMS and email in one inbox |
| Clients stay with the store | Yes | Yes | Depends on setup | Yes, with reassignment and full history |
| Best for | Every store | High walk in traffic floors | Teams with time to configure | Showrooms with repeat, high ticket buyers |
Keep your POS. Clientele sits next to it and reads from it. If your store mainly needs an up system for a busy weekend floor, a lead tracking tool may be the better first buy; Clientele earns its place once you have customers worth calling back.
Who it fits
Clientele is built for furniture stores where a customer is worth thousands of dollars over the years and comes back when the next room needs doing: independent home furnishings stores, design showrooms, mattress and bedroom galleries, outdoor and patio stores, custom upholstery and lighting showrooms, and regional groups with a few locations.
It fits less well if you sell flat pack furniture to anonymous online shoppers. For that, an email marketing tool does the job. If your team knows buyers by name, or should, a clienteling platform pays for itself with a handful of saved quotes. The same approach runs our luxury retail CRM for jewelers, watch dealers and fashion boutiques.
What it costs
Boutique is $99 a month billed yearly, or $199 month to month, for up to 3 salespeople in one showroom and 2,500 customer profiles. Brand is $299 a month billed yearly for up to 15 salespeople across 3 stores and 15,000 profiles, with manager tools and sales attribution per salesperson. Flagship and Enterprise cover bigger groups.
Every plan includes the Money Feed, client profiles, the shared inbox for WhatsApp, SMS and email, CSV import and Shopify sync. Compare the plans on the clienteling software pricing page, or run the demo above on your own export before you pay anything.
FAQ
Furniture store CRM questions owners ask before buying
What is the best CRM for a furniture store?
The best CRM for a furniture store is one your sales designers open every morning: it should list the shoppers to follow up today, remember quotes, rooms and fabric choices, and log every delivery. Clientele does this with a daily Money Feed per designer, built from your POS export and Shopify orders.
Do furniture stores need a CRM if the POS already stores customers?
Usually yes. A furniture POS is built for orders, stock, financing and delivery tickets. It rarely tells a salesperson that a shopper quoted a sectional 9 days ago and never came back, or that a client who bought a dining table last spring still has no rug. A CRM for furniture stores adds that follow up layer on top of the POS.
How do furniture stores follow up with be back customers?
The stores that close more be backs log every quote with a follow up date and contact the shopper within two to three days, by text or WhatsApp, with something specific: a fabric swatch, a delivery date, a matching piece. Clientele puts every open quote into the right designer's Money Feed with a drafted message, so the follow up actually happens.
Can Clientele import customers from my furniture POS?
Yes. Every plan imports a CSV export of customers and sales from any point of sale, and you map the columns once. Shopify customers, orders and products sync automatically. Brand and higher plans add POS connectors and webhooks so new sales arrive without a manual export. Clientele does not replace your POS.
How much does a furniture store CRM cost with Clientele?
The Boutique plan is $99 a month billed yearly ($199 month to month) for up to 3 salespeople in 1 store and 2,500 client profiles. Brand is $299 a month billed yearly for up to 15 salespeople in 3 showrooms and 15,000 profiles. Larger groups use Flagship or Enterprise. All prices are public on the pricing page.
Can we text furniture customers from the store number instead of personal phones?
Yes. Messages go out on WhatsApp from the store's own business number, by SMS or by email, from one shared inbox. Consent is recorded per channel with the date and source, and nothing is sent on a channel without consent. When a salesperson leaves, their conversations and clients stay with the store.
Keep reading
- Retail CRM software How a clienteling platform differs from the customer module in your POS.
- CRM and POS software Import customers and sales from any point of sale.
- WhatsApp and SMS clienteling Text shoppers from the store number with consent per channel.
- Clienteling sales attribution Credit each sale to the designer who followed up.
See which furniture shoppers to call this week
Upload a customer and sales export from your POS, or start with our sample store. In under a minute you see who to contact first, the reason, the order value and a message written for each one.
Plans from $99 a month billed yearly. Subscriptions only, cancel at the end of any period.