From “hello” to Retained in record time

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.

Why DesignAlign?

Easily track your prospects and clients

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.

Educate your prospect

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.

Take your prospect off the market

The Retainer feature transitions homeowners from investment analysis to commitment, streamlining the path to secure projects and build trusting client relationships.

Everything you need to close more and earn more

investment-template — Investment template

The Investment Template feature of DesignAlign offers an efficient, interactive homeowner experience by presenting beautifully curated product comparison collages, enabling you to set precise budget ranges, significantly reducing time spent.

CabinetSelectorPLUS — Cabinet selector (PLUS only)
The Cabinet selector is a user-friendly tool that enables quick, accurate comparisons and pricing for custom cabinetry. It standardizes terminology across grades and uses smart-filtering to ensure realistic selections, providing you with a clear, practical range of options and investment levels.

dashboard — Sales Dashboard

The Dashboard module in DesignAlign offers a comprehensive and customizable tool for tracking sales performance. It allows you to set individual sales goals, compare results, and view recent records for quick analysis. This feature aids in evaluating and enhancing business strategies by providing insightful data on sales trends and performance metrics.

How it works?

Up to

0 X

Increased opportunities

Up to

0 %

Reduced time to close

Up to

0 X

Increased closing ratio

Up to

0 %

Higher project prices

We underwent 2000+ hours of testing by examining thousands of client projects from 150+ K&B showroom businesses within a 5 year period.

DesignAlign's price level categories are very valuable to me. It shows people’s options and choices, educating them on what's available. It makes my presentation more comprehensive and lends credibility to my professionalism. Plus, if your prospect says, I have to get 3 bids you can counter with, Well, I'm giving you three right now.

Listing all the relevant items in product for a kitchen remodel in the Investment Analyzer not only educates the customer on the details involved in their remodel but also ensures the designer doesn’t miss or overlook items during the often-hectic process of putting a quote together.

DesignAlign will separate me from my competition and add to my overall offerings.

DesignAlign does a nice job of breaking down all the costs of a kitchen or bath project by categories. It’s really helpful because it provides the reality through professional documentation and gives important cues for my prospects when deciding.

Pricing and plans

How would you like to pay?

Core

per user

Best for sales individuals

Single Location
Unlimited Projects
Niche CRM Tools
Comparative Budgeting
Pre-Configured Solution
Best for Single Sales Rep
See all features below

Plus

per user

Best for sales organization

All Core features plus:

Multiple Location
Cabinet Selector Tool
Pipeline Sales Tracker
Highly Customizable
Optimal for Sales Teams
See all features below

See all features

Dashboard

Allows a salesperson to see their book of business and progress towards sales goals.

Workflow Widget

Displays stats on the number of Contacts, Opportunities, and Investments created within a time period.

Investments Widget

Shows how many Investments have been started, accepted, and which ones have retainers signed.

Performance Widget

Displays potential dollars in Investments and compares to the user's sales goals.

Recent Activity Widget

An audit log displaying the last records worked with in reverse chronological order.

Appointments/Events Widget

The Appointments/Events panel displays all appointments or events created for the current user in the Sales Appointment module.

Sales Pipeline

The Pipeline visually organizes Opportunities into columns based on their current status, enabling easy tracking and management of sales prospects at various stages.

Analytics

Elevate managerial insight with interactive dashboards and key performance indicators (KPIs), offering a comprehensive, real-time view of team performance and company-wide achievements.

Contacts

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.

Opportunities

Transform contacts into potential success stories by seamlessly adding promising projects to each profile, nurturing prospects and paving the way for fruitful collaborations.

Investments

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.

Investment Analyzer

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.

Stock Products

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.

Regional Labor

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.

Cabinet Selector

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.

Cabinet Grade Selector

Sales Scheduling

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.

Calendar

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.

Schedule Integration

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.

Dashboard Appointments/Events Panel

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.

Appointments Listing

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.

Integrated Modules

These universally accessible features, encompassing Contacts, Opportunities, and Investments, are interwoven throughout multiple primary modules for streamlined access and interaction.

Attachments

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.

Document Templates

Streamline your document creation with Document Templates. Effortlessly merge customer or project data into prebuilt templates, achieving consistency and professionalism in every communication.

Limited to Retainer versions and Homework

Comments

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.

Communications

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.

Sales Appointments

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.

Email

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.

Help and support

From “hello” to Retained in record time

Why DesignAlign?

Easily track your prospects and clients

Educate your prospect

Take your prospect off the market

Start your journey today and redefine the art of closing deals

Everything you need to close more and earn more

Investment template

Cabinet selector (PLUS only)

Sales Dashboard

How it works?

Present investment template

Quality level education

Homeowner selection process

Finalize retainer agreement

Pricing and plans

Dashboard

Workflow Widget

Investments Widget

Performance Widget

Recent Activity Widget

Appointments/Events Widget

Sales Pipeline

Analytics

Contacts

Opportunities

Investments

Investment Analyzer

Stock Products

Regional Labor

Cabinet Selector

Sales Scheduling

Calendar

Schedule Integration

Dashboard Appointments/Events Panel

Appointments Listing

Integrated Modules

Attachments

Document Templates

Comments

Communications

Sales Appointments

Email

Help and support