PERQ Convert’s CRM provides retailers with one easy-to-use solution for all lead management and customer communication. Our solution has been engineered specifically for the furniture retail industry, giving teams the tools they need without the things they don’t. Reporting in the CRM provides retailers with the insights they need for success. Our Sales Up List helps managers run their sales teams more efficiently.

One Digital Solution for All Lead Management,
Follow-Up & Customer Communication

All the Tools Your Team Needs for Success

  • Centralize Your Furniture Lead Data

    Store all lead data with detailed consumer history

    Access your furniture leads from any device

    Assign leads to your team so no sales opportunity gets missed

  • Enter Lead Data Directly Into the CRM

    • Reporting Dashboard for more detailed information

    • Historical timeline of customer information captured

    • Identify which leads are in automation

  • Appointment Calendar

    Manage Customer Appointments

    • View all customer appointments in one location under the calendar view of the sales dashboard

  • Communicate with Leads & Customers

    • Communicate with home furnishings customers how they prefer to be contacted with text and email capabilities

    • Increase engagement by personalizing communication with each lead using custom email templates

    • Log all communications with customers, helping your furniture sales team with future outreach

  • Utilize the CRM Mobile App

    • Manage your leads on the floor the same way you would an in-store customer through our mobile app

  • Track and Measure Sales Team Activity

    • Create custom reports that support your home furnishings sales process

    • Understand what opportunities are available over specific time frames with pipeline reports

    • Analyze how your sales staff is performing by viewing sales staff activity in the CRM

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  • Leverage customizable workflows in the Sales Up List, making it easy for your team to handle ups, be-backs, phone pops, stacking and more.

  • Track employees through the furniture retail software Down List. Timestamps give you visibility of who’s on break, out on delivery, in the warehouse, etc.

  • Manage shifts better through Next Shift. Scheduling the starting position of salespeople is easy and allows them to move onto the up-list in the order your team arrived.

  • Send your sales team push notifications, alerting them of their position throughout the day.

  • Give your sales team the ability to see unattended customers in your home furnishings store. Your sales team can spot and help customers who aren’t being assisted.

Easily Manage Your Team With Up List

Optimize Your Sales Processes with PERQ CRM’s Workflows

  • PERQ CRM's automated Workflows send out emails and SMS messages automatically to help your team stay connected with all customers. They provide a layer of engagement to the customer to help ensure a long lasting business relationship and assist with follow-up to close as many sales as possible.

  • Workflows are designed by Admin users to enable specific branding and verbiage to meet your sales team's needs. The workflow can be initiated by a salesperson directly or through integrations with other platforms. PERQ will track open rates for emails and response rates for SMS message to ensure they are working and providing value.

  • The messages in the workflow can come directly from the salesperson that is working with the customer. This extra level of personalization provides better results than less personalized messages. When a customer responds to one of the messages, the sales person is notified immediately so they are able to connect in a timely manner.

Google Reviews and NPS Integration

  • Google Reviews

    When a customer submits a Google review about your store, you and your team would be able to read and respond to reviews directly in the CRM. Reviews are able to be attached to a contact's record for your sales team to review. PERQ CRM is also able pull in all your previous reviews that were submitted about your store.

  • Net Promoter Scores (NPS)

    NPS is a simple question of rating whether or not someone would recommend your store on a scale of 0-10. This is a great way to receive easy internal tracking of customer sentiment and track it over time. Giving you more visibility into how your store is consistently improving and how customers feel about your business.

Learn More

PERQ CRM Integrations

  • STORIS

  • PROFIT Systems

  • Facebook Business Messenger

  • Google Business Messenger

  • Darwill

Hear What Our Customers Have to Say About PERQ CRM

  • "The CRM feature is probably my favorite feature. Having an easy-to-use CRM that keeps our prospective customer data organized and at all of our fingertips has allowed seamless transition between multiple locations and multiple salespeople. It allows us to see who is working with a client, what they are working on, the follow-up plan, and when and how actions are taken throughout the process.”

    Brian Ward
    Babette's Furniture & Home

  • "Using PERQ has really helped grow my customer relationships. I’ve been able to connect to my customers better and faster both at work and at home. PERQ's level of organization has in return helped me stay organized when getting my customers what they need.

    Greta Hepler
    Levin Furniture

  • "PERQ CRM is a simple and easy way to communicate with customers. I really love how we can see the entire history with a particular customer. As a manager, I love the reporting features as well as the ability to create templates for my team to use. We have created many specialized templates for our own store to use, and the personalization makes the customer feel like they are not a number."

    Susan Stripay
    Levin Furniture

Catch up on Our Home Furnishings Blog

Digital Revolution: Transforming Furniture Retail

Streamlining Success: The Crucial Role of a CRM in Furniture Retail

How PERQ Convert’s CRM Helps Improve Communication with Furniture Shoppers

View Our Home Furnishings Blog

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