Project Software for Furniture Dealers

Whether you work in sales, design, operations or finance, simplify your workflow by keeping all your project plans and communication in one place. Stay effortlessly organized and deliver a 5-star experience to your clients.


vertical markets


workflows & task Lists


Customizable spaces

How FOLIO works for commercial furniture dealers

The all-in-one project hub that helps commercial furniture teams collaborate to execute plans faster and with better results.

FOLIO helps advance the sales cycle

Our software smoothly moves your team from client onboarding to final punch with half the mistakes and twice the speed.

Establish a clear customer journey

Ensure your team receives accurate details they need to build and execute an amazing project with our Project Wizard.

Create budget estimates in minutes

Quickly add and tally items to prepare and share holistic pricing estimates by each space with our Budget Builder tool.

Preserve profit and prevent margin erosion

Save weeks worth of time and build client trust with industry-specific workflows, checklists, task assignments, and feedback all in one location.

Features built for commercial furniture dealers

Project Dashboard

Access The Project Information You Need, When You Need It.

  • No more digging through spreadsheets, or dreaded paper files and handwritten notes to find project information
  • Manage an unlimited amount of clients and projects all visually displayed and searchable from your project dashboard
  • View budget, occupancy, square footage, move-in date and more for each project with a single click

Less Boring Spreadsheets, More Time For What You Do Best.

  • Align on spaces and budgets with your client before you start picking out products and identifying the look and feel
  • Select from predefined spaces like conference rooms, break rooms, reception, and much more across six vertical markets
  • Customizable items within each space are presented with good, better, best pricing to quickly determine budget
Project Workbook

Get A "Yes" Decision Quicker With Pre-Built Workflows.

  • Establish a clear project plan with streamlined workflows, customized checklists, and tasks assignments
  • Invite dealer team members, design firms, decision makers, and clients to collaborate on the project together
  • Share ideas and notes, collect client input and feedback, upload and share documents, and more
Team Collaboration

Keep Everyone In The Loop Without Digging Through Your Inbox

  • Get the information you need, from the people you need it from, at the time you need it
  • All project communication stays easily accessible in one location reducing clunky back-and-forth emails or app switching
  • Easily add additional collaborators to provide transparency and direction for sales, design, finance, and operations teams

Project Workflow with FOLIO

Give your team and clients a streamlined process from intake to install.

  • Onboarding

  • Budgets

  • Collaboration

  • Workflows

Client Onboarding

Create a clear scope for your project by collecting crucial information up front with FOLIO's Project Wizard. 8 simple questions establish the customer journey by vertical market, accounting for both business needs and project goals.

Deliver Inspired Spaces With Less Friction and More Speed

Ditch switching back-and-forth between multiple outdated apps. Provide modern service and frictionless communication that will win business and make life easier for you. Accessible now on any device with a standard web browser.

Schedule your demo today and start moving forward with ease!

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