Lead Management
Turn website enquiries, commercial trial requests and retail quote leads into an organised workflow. Lead Management classifies incoming enquiries, applies the right routing rule and assigns the opportunity to the business responsible for following it up.
Route the right lead to the right business.
Lead Management connects the public website to the operating platform. New enquiries can be classified by intent, routed using manual, single-business or round-robin rules, and then progressed into the appropriate trial, quote or retail workflow.
Bring website enquiries into the same workflow as the rest of the project.
Lead Management is designed to turn website forms and quote requests into structured Floor Planner leads instead of leaving important enquiries buried in separate inboxes or spreadsheets.
Connect supported website forms to the lead intake workflow so new enquiries enter the platform with their submitted details.
Lead information is available inside the operating system used by the flooring workflow rather than being separated from it.
Reduces manual re-entry and makes follow-up easier to organise.
Capture different lead types such as commercial quote enquiries, commercial trial requests, retail floor-planning leads and retail quote requests.
Different customer journeys can be identified from the moment the lead arrives.
Makes routing and follow-up more relevant.
Store lead-type and intake context with the enquiry.
The receiving team can understand why the person contacted the business before making contact.
Improves first-response quality and reduces unnecessary qualification questions.
Allow quote-request workflows to carry relevant project information into the lead process.
The receiving business can start from useful job context rather than just a name and phone number.
Shortens the path from enquiry to estimating.
Capture lead fields in a predictable platform structure instead of relying on free-form email content alone.
Lead routing and status workflows can operate on the same structured record.
Creates a stronger foundation for automation, reporting and business assignment.
Treat a trial request differently from a quote request.
Floor Planner can distinguish multiple lead journeys so commercial prospects, retail customers and business trial requests do not all enter one undifferentiated queue.
Classify commercial quote enquiries separately from other lead types.
Commercial quote opportunities can follow a workflow appropriate to business customers.
Improves routing and reduces irrelevant follow-up.
Separate commercial trial requests from flooring quote requests.
Platform sales or onboarding activity can be handled differently from customer estimating work.
Creates a clearer path from interest to account activation.
Identify retail users who want to create a floor plan or takeoff.
Self-service customers can follow a different path from business estimators.
Improves customer experience and preserves business-level access boundaries.
Classify retail quote requests as a separate lead journey.
These enquiries can be routed toward a business able to review and quote the project.
Creates a direct bridge between retail project creation and professional estimating.
Use the lead type as part of the routing decision.
Each enquiry category can follow its own distribution rule.
Prevents one routing model from being forced onto every type of lead.
Decide where each lead should go.
Lead Routing allows the platform to control how new enquiries are distributed at intake, with different rules for different lead types.
Allow an authorised administrator to choose the business that should receive a specific lead.
Unusual, high-value or location-sensitive enquiries can be handled deliberately.
Provides human control where automated distribution is not appropriate.
Configure a lead type so new enquiries are assigned to one selected business.
Exclusive or internally managed lead streams can follow a simple predictable destination.
Makes dedicated lead arrangements easy to operate.
Rotate new leads through a chosen group of eligible businesses.
The platform can share opportunities across multiple businesses without manual assignment every time.
Reduces administration and supports fairer lead distribution.
Limit a routing rule to a defined set of businesses rather than every organisation on the platform.
Different lead streams can be distributed among different business groups.
Supports more flexible commercial arrangements.
Apply a different routing method to each supported lead type.
Commercial trials, commercial quote leads and retail quote leads do not need to follow the same distribution model.
Creates a more precise lead-management strategy.
Make ownership clear from the moment the lead is allocated.
Once a lead has been routed, the platform records the receiving business so the opportunity is no longer floating between teams.
Store the business assignment against the lead after routing.
Users can understand who is responsible for the opportunity.
Reduces duplicate follow-up and missed ownership.
Record lead assignment activity so changes in ownership can be traced.
Administrators can see how the lead reached its current business.
Improves accountability and supports troubleshooting.
Apply the routing rule as part of the lead intake process.
The lead can reach the correct business immediately instead of waiting for a separate manual transfer step.
Shortens response time.
Apply new routing settings to new intake rather than silently reassigning existing opportunities.
Rule changes do not unexpectedly disturb leads already being handled.
Protects ownership continuity.
Allow authorised platform administration to intervene when a lead needs to be moved.
The routing engine does not remove human control over exceptional cases.
Makes the workflow practical when business circumstances change.
Manage lead distribution from one platform-level view.
Lead Management is designed to sit above individual business accounts so the platform can control which organisations receive which opportunities.
Give authorised platform administration visibility of lead records and their assignment state.
The platform owner can understand where enquiries are going without logging into each business separately.
Supports faster support and routing oversight.
Configure manual, single-business or round-robin behaviour from the platform side.
Lead distribution policy can be changed without rebuilding website forms.
Makes the routing model easier to maintain.
Choose the organisations that belong to a routing pool.
The platform can manage eligibility independently for different lead streams.
Supports changing commercial relationships without changing the intake form.
See which business received a lead and review its assignment context.
Routing outcomes can be checked rather than treated as a black box.
Improves operational confidence.
Use manual administration when a lead falls outside the normal rule.
Edge cases can be resolved without breaking the standard automation.
Keeps the system flexible.
Move a lead from enquiry toward quote or account creation.
Lead Management is most useful when the enquiry can progress into the next operational stage instead of ending as a static contact record.
Keep a clear initial state for new lead records.
Teams can distinguish untouched opportunities from leads already being worked.
Supports faster response management.
Once assigned, the receiving business can continue the relevant customer or commercial workflow.
Lead ownership moves from platform intake into practical follow-up.
Creates a cleaner division between platform distribution and business action.
Allow quote-related enquiries to progress toward project review and Quote Magic.
The lead does not need to be recreated as a separate estimating record manually.
Shortens the path from enquiry to quote.
Treat commercial trial enquiries as a product-onboarding journey rather than a flooring quote.
Sales and onboarding activity remain distinct from customer estimating.
Improves follow-up relevance.
Avoid treating account creation itself as proof that the commercial lead has been completed.
The lead remains meaningful as a sales or service workflow record.
Improves reporting and prevents premature closure.
Connect consumer enquiries to professional flooring businesses.
Retail Lead Management creates a bridge between self-service project creation and the businesses that can supply or install the flooring.
Record whether the customer wants to create a floor plan or request a professional quote.
The platform knows the customer's intent before routing begins.
Reduces friction and unnecessary qualification.
Keep the retail project or quote request associated with the lead workflow.
The receiving business can start from more useful information.
Speeds up estimator review.
Use the configured routing method to determine which business receives the opportunity.
Retail enquiries can enter a managed professional network instead of a generic inbox.
Creates a scalable retail-to-business pathway.
Let the receiving estimator validate measurements, products and scope before quoting.
Customer-created information is used as a starting point rather than accepted blindly.
Protects quote accuracy.
Move the reviewed project into Quote Magic and the customer-facing quote workflow.
The full journey stays connected from initial enquiry through to professional response.
Creates a more coherent retail experience.
Separate software prospects from flooring quote opportunities.
Commercial businesses may contact Floor Planner because they want the software, a trial or a flooring quote. Lead Management can keep those journeys distinct.
Capture the commercial trial option as its own lead type.
Trial requests can be handled by the platform's account or sales workflow.
Prevents software prospects from being mixed with customer quote leads.
Capture commercial quote enquiries independently from trial requests.
Flooring work can be routed toward estimating rather than software onboarding.
Improves commercial follow-up.
Treat commercial contacts as business enquiries in the lead model.
The receiving workflow can use business-appropriate messaging and next steps.
Improves qualification and customer experience.
Use single-business routing where a commercial arrangement requires it.
Specific lead streams can be reserved for one organisation.
Supports flexible partnership models.
Distribute eligible commercial quote opportunities across a selected pool.
The platform can scale lead distribution without constant manual assignment.
Reduces platform administration.
Keep the marketing site connected to the operating platform.
The public website can collect enquiries while the Floor Planner platform handles structured lead intake and routing behind the scenes.
Use the website form workflow to send lead data into Floor Planner.
The public marketing site and application workflow stay connected.
Reduces manual copying between WordPress and the platform.
Use a structured server-to-server intake method for supported forms.
Lead data can be delivered automatically when the form is submitted.
Improves speed and reduces dependence on email notifications.
Translate customer form selections into the corresponding Floor Planner lead classification.
Routing logic can operate on clean system values rather than parsing free-form text.
Improves automation reliability.
Protect the lead intake endpoint from unauthorised arbitrary submissions.
The application can distinguish trusted website intake from uncontrolled requests.
Reduces misuse of the lead endpoint.
Use the public website as the start of a workflow that can continue through project creation and quoting.
The customer does not fall out of the platform after submitting the form.
Creates a more integrated sales and service experience.
Build a lead model that can grow with the platform.
The same lead-management structure can support a small number of partner businesses today and more complex allocation rules as the platform expands.
Use straightforward routing while the partner network is small.
The platform does not need complex automation from day one.
Makes early-stage operations easy to manage.
Add more businesses to eligible routing pools as the network grows.
Lead allocation can scale without replacing the intake model.
Supports growth with less manual administration.
Keep trial, commercial quote and retail quote leads on independent routing logic.
Growth in one lead stream does not force changes to every other stream.
Makes the platform easier to evolve.
Keep structured assignment events as the platform grows.
Historical lead-routing data can support future operational analysis.
Creates a stronger foundation for reporting.
Use the existing lead model as the base for future notifications, dashboards and business follow-up features.
New lead-management capability can be added without replacing the core intake structure.
Supports long-term platform development.
Turn a retail project into a professional flooring quote.
Retail Quotes connect customer-created projects and quote requests to the business and estimator workflow, while keeping trade pricing protected.
Explore Retail Quotes →