Panzo
Product

One connected platform, from first enquiry to final handover.

Panzo replaces the patchwork of WhatsApp, Excel, and folders with a single system your whole team works from.

Good morning, Ananya

Tuesday overview · Studio Terra Interiors

Active Leads

38

+6 this week

Open Quotes

14

multi-currency

Running Projects

9

2 nearing handover

Pending Procurement

23

5 overdue

Project Pipeline

9 running
  • Skyline Residency, 3BHKSite Work
  • Aurelia Café Fit-outProcurement
  • Veda Clinic InteriorsExecution
  • Marigold Villa TurnkeyBOQ Approved

Quotation Status

14 open

  • Sharma Residence

    QT-10412 · ₹18.4 L

    Sent

  • Orbit Workspaces

    QT-10409 · $52,400

    Approved

  • Bloom Salon, Dubai

    QT-10405 · د.إ 41,900

    Revision

Procurement Pending

23 items

  • Laminate sheets, Merino 1mm

    Skyline Residency

    Due in 2 days

  • Quartz countertop slabs

    Aurelia Café

    Overdue by 1 day

  • Concealed hinges, Hettich

    Marigold Villa

    Due in 5 days

Billing & Collection

+12%

£74,300

collected this quarter

Outstanding£21,900
Leads & CRM

Never lose an enquiry to a missed message again.

Every enquiry lands in one inbox with an owner and a next step. Follow-ups are scheduled, not remembered, so warm leads don't go cold while you're on site.

  • Capture leads from calls, referrals, and web forms
  • Assign an owner and a follow-up date to each
  • See the full conversation and site history in one place

Today's Follow-ups

Priya Menon · WhitefieldCall today
Arjun Rao · Villa interiorsSite visit
Deepa S · Café fit-outOverdue
Karan M · 2BHKQuote sent
Estimates & BOQ · Quotes

One BOQ, clean quotes, and a version history you can trust.

Build a detailed BOQ once, turn it into a professional quotation in minutes, and keep every revision in order, so you always know exactly what the client approved.

  • Line-item BOQs organised by area and work type
  • Generate branded quotes straight from the BOQ
  • Track every revision with a clear approval trail

Quotation · QT-10412

Rev 1, InitialSuperseded
Rev 2, Value engineeredSuperseded
Rev 3, FinalApproved
Approved value$52,400
Procurement

See material delays before they reach the site.

Raise purchase orders against the approved BOQ, track vendor deliveries, and keep procurement aligned with the site schedule, no more surprise 'the material didn't arrive'.

  • Purchase orders linked to projects and BOQ items
  • Delivery tracking with due and overdue flags
  • A shared vendor directory your whole team uses

Procurement Pending

Laminate, Merino 1mmDue in 2d
Quartz slabsOverdue
Hinges, HettichDue in 5d
LED profilesDelivered
Finance & Handover

Bill on time, collect what's due, and close cleanly.

Raise stage-wise invoices, track collections against each project, and hand over with a snag list and client sign-off, the whole money trail in one view.

  • Stage-wise invoicing tied to project milestones
  • Live outstanding and collection visibility
  • Snag lists and sign-off for a clean handover

Finance · Skyline Residency

Advance, 10%Collected
Milestone, 70%Collected
On handover, 100%Due £21,900
The journey

From the first enquiry to aftercare, every step stays connected.

Follow a project down the road, sales, design, delivery, and the handover into aftercare, where your client stays in safe hands.

  1. 1

    Enquiry

    A new lead arrives with an owner and a clear next step.

    • Capture the enquiry
    • Assign an owner
    • Set a follow-up
  2. 2

    Site Visit

    Client meetings and site visits, with agendas and outcomes on record.

    • Schedule the visit
    • Set an agenda
    • Log the outcome
  3. 3

    Estimate & BOQ

    Line-item costing and a bill of quantities, by area and work type.

    • Line-item the BOQ
    • Pull catalog rates
    • Group by area & work
  4. 4

    Quotation

    A client-facing quote straight from the estimate, every revision tracked.

    • BOQ → client quote
    • Track every revision
    • Send for approval
  5. 5

    Approval

    The client signs off and the scope is frozen as your baseline.

    • Client sign-off
    • Freeze the baseline
    • Open the project
    Deal won
  6. 6

    Design

    Design stage, drawings and client approval, tracked per project.

    • Track design stages
    • Share drawings
    • Capture approvals
    Design signed off
  7. 7

    Procurement

    Vendors, materials and purchase orders kept ahead of the site.

    • Raise purchase orders
    • Track vendors & materials
    • Stay ahead of site
  8. 8

    Execution

    Task board, timeline, site updates and snagging as the work runs.

    • Run the task board
    • Post site updates
    • Log & clear snags
  9. 9

    Finance

    Project-wise cashflow, receivables and payables, collected on time.

    • Invoice on milestones
    • Track receivables
    • See project cashflow
  10. 10

    Handover

    QC, snagging, final payment and client sign-off to close the project.

    • Run the QC checklist
    • Clear final snags
    • Final payment & sign-off
    Delivered & handed over
  11. 11

    Aftercare

    Service tickets, SLA, warranty and AMC, the relationship continues.

    • Log service tickets
    • Warranty & AMC
    • Meet every SLA
    Project completed

Bring structure to your interior business.

Start managing your leads, quotations, projects, procurement, billing, and handovers with Panzo.

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