Enquiries are coming in.
Projects aren't closing.
Capture Meta Instant Form leads, track every site visit and quotation, and automatically send conversion signals back to Meta.
The Problem
Does this sound familiar?
Interior designers lose 70–80% of their leads not because of bad ads, but because of what happens after the enquiry comes in.
Leads go cold with no follow-up
Enquiries from Meta Ads and your website pile up with no single place to track them. Leads go cold while you figure out who to follow up with next.
Site visits aren't tracked
A client said yes to a site visit. Did it happen? What were the notes? Who sends the quotation? It's all in someone's head with no record.
Meta never learns from your wins
You win a big project. Meta has no idea. It keeps targeting people who just send enquiries and ghost, because you never told it who actually became a client.
Features
Everything your studio needs
Built specifically for how interior design studios work, not adapted from a generic sales CRM.
Interior Design Pipeline
Custom stages built for your workflow, New Enquiry → Site Visit → Quotation Sent → Project Won → In Execution → Delivered. Not generic CRM stages.
Meta Instant Forms Integration
Connect your Meta Instant Form directly to Trace CRM. Leads flow in automatically within seconds of a form submission, no manual entry.
Meta CAPI Feedback Loop
When a lead becomes a project, Trace fires a server-side CAPI event to Meta. Your ads start finding more clients who behave like your best ones.
Email Automation
Auto-send emails when a lead is assigned, changes status, or needs a follow-up. Stay on top of every enquiry without manual effort.
Team Assignment
Assign enquiries to your designers. Each rep sees only their leads. Admins see everything. No overlap, no confusion, full accountability.
Source & Conversion Analytics
Which ad campaign brings the most projects? What's your site-visit-to-quotation rate? All tracked, all in one dashboard.
Click-to-Call & Recordings
Call a enquiry in one click. It rings your designer's own mobile, then connects them, no desk phone, no app. Works with Exotel, Tata SmartFlo and TeleCMI. Every call logged with duration, recording and outcome. Telephony is a paid add-on — we activate it for your account.
Automatic Lead Assignment
Every new enquiry is routed the moment it lands, round-robin, load-balanced to whoever has the fewest open enquiries, or fixed by source or form. No enquiry sits unclaimed while your designers argue over who takes it.
Full Marketing Attribution
See exactly which campaign, ad set and ad produced each enquiry, plus UTMs, GCLID, click-to-WhatsApp, landing page and referrer. Know what your ad spend actually bought, not just how many enquiries came in.
Connect Any Lead Source
Push enquiries in from anywhere, Pabbly, Zapier, your website, or any tool that can send a webhook, into one secure per-account endpoint. Nothing stays stuck in a spreadsheet. Activated on request.
Auto-Captured Form Fields
Your form's questions become CRM columns automatically. Add a question in Meta and it appears here, no manual field setup, ever. Filter clients by any answer they gave.
Works on Your Phone
Install Trace on any phone or desktop and it opens like a native app, own icon, full screen, no app store. Your designers update leads on site with a client, not back at the desk.
Pipeline
A pipeline built for how
interior design actually works
Not “New → Qualified → Converted”. Trace tracks the real journey, from first enquiry through site visit, quotation, client approval, project execution, and delivery.
All stages are fully customisable to your studio's exact workflow.
Riya Kapoor
+91 98765 43210 · Meta Ads · 2 days ago
Latest note
“3BHK in Bandra West. Budget ₹18L. Site visit done on Monday. Quotation to be sent by Friday.”
How it works
From Meta ad to closed project
Four steps. Fully automated. Your team just moves leads through the pipeline, the rest happens on its own.
Connect your Meta Instant Form
Connect your Meta Instant Form directly to Trace CRM. Leads flow in automatically within seconds of a form submission, no manual entry.
Assign & track
Assign leads to your design team. Log site visit outcomes, add quotation notes, set follow-up reminders. One place for everything.
Win the project
Mark the lead as Project Won. Trace CRM fires a CAPI conversion event to Meta, no extra steps needed from you.
Meta finds more like them
Meta's algorithm learns who your real clients are. It finds more people like them. Fewer wasted enquiries. Better project quality.
30 min
Time to go live
₹1,499
Per month, GST incl.
14 days
Free trial, no card
Pricing
Simple, transparent pricing
One plan that covers everything. Start free, subscribe when you're sure.
Professional
₹1,499
/month · GST inclusive
- Lead pipeline, all status stages
- Direct Meta lead capture
- Configurable Meta CAPI events
- Task assignment & call logs
- Admin + Sales Rep roles
6-Month Plan
₹8,094
for 6 months · ₹1,349/mo · GST inclusive
Save ₹900 vs paying monthly
- Lead pipeline, all status stages
- Direct Meta lead capture
- Configurable Meta CAPI events
- Task assignment & call logs
- Admin + Sales Rep roles
Enterprise
Custom
For larger studios and multi-location design firms.
- Everything in Professional
- Custom integrations
- White-label setup
- Multi-workspace support
- Custom onboarding session
- Priority & dedicated support
Cancel anytime · No lock-in · 14-day free trial included
FAQ
Frequently asked questions
Specific to how interior design studios use Trace CRM.
Still have questions?
Free demo
See Trace CRM set up
for your studio
We'll show you how interior design studios use Trace CRM to convert more Meta leads into signed projects, and set it up specifically for your workflow in the same call.
Book your free demo
We'll reach out within 24 hours.
Start turning enquiries
into projects today.
14-day free trial. Full access. No credit card required.