
Solare Outdoor Living
Customer since 2024
- Défi
- Quotes were taking 2–3 days because every option had to be priced manually in spreadsheets. Hot leads went cold and the sales team was the bottleneck.
- Solution
- Replaced the spreadsheet flow with the Configurix 3D pergola configurator wired directly to the CRM. Sales reps now confirm a configuration on a tablet during the site visit and send the branded quote before they leave the driveway.
- Résultat
- First branded quote goes out in under 25 minutes on average. Sales capacity went up without hiring, and the install calendar is booked 6 weeks out instead of 2.
"We stopped losing deals to whoever quoted first. The configurator closes the meeting — clients sign on the tablet before we pack up."


