LUGANI Atelier & Furniture

The full client, quote and project flow in one place, with a catalogue and order tracking.

Operations overview with the month's revenue and the pipeline by stage.

Private access to the atelier's ERP.

The starting point

Quotes were put together outside the system, so the link between what was quoted and what was actually produced kept getting lost.

1
A pipeline with the eight real stages of the business, from lead to after-sales, so anyone can see where a project stands without asking.
2
Quotes with two outputs: a client PDF with no internal costs, and an internal one showing the margin on each item.
3
A product catalogue with an image per item that feeds the quotes, so descriptions are not retyped every time.
4
A task board by status, to follow design and production work without losing track across projects.
5
A unified calendar that brings tasks, meetings, client payments, outgoing payments and salaries into one view by date.
6
Initial site-survey scheduling per client, as the first formal step of the sales process.
7
An operations panel with revenue collected this month, active projects, items in production and high-priority work.