How Taba Design turns a furniture brief into an approved quote in Senitix CRM
Taba Design is an Istanbul office furniture manufacturer and interior design firm that has worked since 2012 under a stated “qualified design” principle, according to its own site, delivering office, hotel and hospital projects from a showroom in İkitelli and a design office in Milan. This story follows a furniture project inside Senitix CRM, from the client's brief and space plan through a run of quote revisions to the version the client actually approves.
About Taba Design
Taba Design's own site describes an Istanbul office furniture manufacturer and interior design firm working since 2012 under a stated “qualified design” principle. Its Products page lists desks, meeting tables and reception counters, workstations, four categories of office seating, and sofas, chairs and waiting-area furniture, and its Solutions page covers office, hotel and hospital projects alongside office design and space and department planning services. The company also names an export service for international furniture buyers among its offerings, and gives a showroom address in İkitelli Organized Industrial Zone, Istanbul, and a design office in Milan, Italy. Design work, manufacturing and installation stay in Taba Design's own process; Senitix CRM carries the project sale.
The challenge
Which quote version does the client actually sign off on?
A furniture project for an office, a hotel or a hospital tends to move through a site visit, a space plan and a product selection before it is priced, and each round of changes after that often touches the layout, the product list and the price together.
When the brief lives in an inbox, the layout in a design file and the newest price in a rep's own notes, a production order may start from a version the client never actually approved, and the mismatch often only turns up once the pieces reach the site.
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The solution
One deal, every quote version on it
An office, hotel or hospital project stays on one deal, from the first brief to the scope the client signs off on.
- The brief and the decision makers, in one place: The client is an account, with its facilities manager, architect and purchasing contact as named, role-tagged contacts. Custom fields hold the space, headcount, move-in date and product families, and the space plan and site photos attach to the deal.
- Every revision its own numbered quote: Each round of changes is built from the catalog and the project price book as a new quote version rather than a replacement file, and the rep flags the version the client accepts.
- A handoff production can trust: Once the deal is won, an automation opens production and installation tasks for their owners, and the accepted quote continues into an order without its line items being retyped.
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Is the crew on site building from the version the client actually approved?
A short walk through the product: the pipeline, a quote, the document checklist and the handoff that follows.