DesignAlign revolutionizes kitchen and bath renovations, enabling designers to efficiently qualify leads and present options without preliminary designs. Through comparative budgeting, our platform facilitates faster deal closures and service elevation by securing homeowner commitments in the initial meeting.
Experience unmatched efficiency and waste reduction.
The CRM boosts your business efficiency and client connections. It simplifies tracking interactions and managing documents, so you can focus on your craft while making smarter, data-driven decisions for better customer satisfaction.
The Investment Analysis tool empowers you to set accurate budget expectations upfront, utilizing visual tools that resonate best with homeowners. It provides a streamlined, interactive process, allowing for the quick establishment of investment ranges and ensuring projects align with your prospect’s' financial capabilities.
The Retainer feature transitions homeowners from investment analysis to commitment, streamlining the path to secure projects and build trusting client relationships.
DesignAlign is crafted by industry pros, offering a platform that speaks your language and fits your workflow. It simplifies your sales process and client interactions, making your day-to-day tasks easier and more intuitive.
DesignAlign simplifies investment analysis with its intuitive, visual interface. This user-friendly approach eliminates tedious typing, making it perfect for professionals who prefer practical, efficient tools.
Tilly, your AI assistant, enhances user experience by offering instant, knowledgeable support and guidance, streamlining sales processes and boosting efficiency. This tool provides a quick, smart way to handle inquiries, elevating customer service and support.
Included data and templates in DesignAlign, perfected through 2000+ hours of industry testing and analysis of thousands of projects, offer unparalleled accuracy. Simply log in and sell with confidence, backed by the expertise of over 150 K&B showrooms. This system is rigorously vetted for you, ensuring reliability in every estimate.
DesignAlign simplifies investment analysis with its intuitive, visual interface. This user-friendly approach eliminates tedious typing, making it perfect for professionals who prefer practical, efficient tools.
Customizable templates for Investment Analysis and Documentation offer the best of both worlds. They come ready for immediate use, yet are fully adaptable to your specific needs.
DesignAlign PLUS offers the capability to create, duplicate, and customize an unlimited number of Investment Templates. Utilize intuitive wizards to easily design professional templates tailored to any project your firm undertakes, streamlining your project planning process.
The Collage Builder add-on in DesignAlign lets you create custom product collages for your Investment Analysis templates, offering full customization to enhance your product presentations and offerings.
Showcase tailored product/style options for project areas.
Explain cost and value differences across quality tiers.
Guide homeowner in choosing products and styles.
Compile choices, begin formal design with retained client.
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We underwent 2000+ hours of testing by examining thousands of client projects from 150+ K&B showroom businesses within a 5 year period.
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Allows a salesperson to see their book of business and progress towards sales goals.
Displays stats on the number of Contacts, Opportunities, and Investments created within a time period.
Shows how many Investments have been started, accepted, and which ones have retainers signed.
Displays potential dollars in Investments and compares to the user's sales goals.
An audit log displaying the last records worked with in reverse chronological order.
The Appointments/Events panel displays all appointments or events created for the current user in the Sales Appointment module.
The Pipeline visually organizes Opportunities into columns based on their current status, enabling easy tracking and management of sales prospects at various stages.
Elevate managerial insight with interactive dashboards and key performance indicators (KPIs), offering a comprehensive, real-time view of team performance and company-wide achievements.
Enhance your client interactions with our advanced contact management system. Easily store and retrieve all contact information and communication preferences, ensuring efficient and personalized engagement.
Transform contacts into potential success stories by seamlessly adding promising projects to each profile, nurturing prospects and paving the way for fruitful collaborations.
Kickstart your investment analysis with ease. Set the foundational parameters and choose from tailored investment templates to guide your analysis towards insightful, data-driven decisions.
Streamline your budgeting process with pre-defined templates tailored to various job types. Effortlessly guide prospects through potential projects, arriving at realistic investment estimates without requiring formal designs. Note: Refer to the Administration section for specific guidelines on Investment Analysis and package options.
Elevate product presentations with detailed subcategories. Showcase diverse price ranges for specific items like Wall Cabinets or Kitchen Sinks, neatly categorized under broader groups like Cabinetry or Plumbing Fixtures, enhancing client choices and clarity.
Enhance service offerings with detailed pricing tiers for specific tasks like Room Preparation or Sink Installation. Organize these under major categories such as Carpentry - Tear Out or Plumbing, providing clear and tailored options for every project phase.
Simplify your cabinet selection with a smart tool that fetches accurate cost ranges. Tailor your search based on specific characteristics set by the user, ensuring precise and customized cabinet solutions for every design need.
Transform how you plan and track appointments with our integrated scheduling tool. Seamlessly set up and monitor standard meetings directly within DesignAlign, optimizing time management and client engagement.
Enhance your planning with our versatile Calendar, the heart of sales scheduling. It offers multiple views - Month, Week, Day, and List - to suit your preferred planning style, ensuring you never miss a beat.
Sync effortlessly with Schedule Integration. Link your Outlook or Google Calendars to DesignAlign, ensuring all appointments are unified and visible, preventing any scheduling conflicts or double-bookings.
Stay on top of your agenda with the Dashboard Appointments/Events Panel. Every appointment you make is neatly displayed in your Dashboard, providing a quick glance at your upcoming engagements.
Keep track of all your meetings with the Appointments Listing feature. In addition to the calendar, each appointment is conveniently listed under the respective Contact, Opportunity, or Investment, making organization and follow-ups a breeze.
These universally accessible features, encompassing Contacts, Opportunities, and Investments, are interwoven throughout multiple primary modules for streamlined access and interaction.
Attachments enhance your modules by allowing you to easily store and associate relevant images and documents, ensuring all key information is just a click away.
Streamline your document creation with Document Templates. Effortlessly merge customer or project data into prebuilt templates, achieving consistency and professionalism in every communication.
Comments offer a dynamic way to log and track user-specific notes, complete with date and time stamps, for detailed record-keeping and contextual insights within each module.
Track all your interactions efficiently with the Communications feature. Log both inbound and outbound contact interactions, keeping a detailed history tied to each module for complete oversight.
Optimize your planning with Sales Appointments. Schedule and view appointments related to each module, integrated with a global calendar and an upcoming appointments panel on the Dashboard.
Revolutionize your email communications within DesignAlign. Send and receive emails, manage your inbox, and directly email documents, all seamlessly integrated within the Manager screens for unmatched convenience.