CRM Setup & Pipeline Automation for Flooring Companies

If you're running your flooring business out of a spreadsheet, sticky notes, or a CRM nobody actually uses - you're losing jobs to companies with better systems. Thorwell builds a sales pipeline that tracks every lead from first contact to signed contract, with automation that does the follow-up work for you.

A Flooring Sales Pipeline That Actually Works

We build your pipeline around how flooring customers actually buy - not a generic template.

New Lead

Auto-populated from ads, forms, and referrals. AI qualification triggered immediately.

Qualified

Lead has confirmed project details, timeline, and budget. Appointment booking initiated.

Estimate Booked

Estimate call or site visit confirmed. Automated reminders running to prevent no-shows.

Estimate Done

Estimate delivered. Follow-up sequence begins - email + SMS over 7 days.

Proposal Sent

Detailed proposal in client's hands. Automated check-in messages keep you top of mind.

Closed – Won

Job signed. Automated onboarding message and project kickoff sequence triggered.

What Gets Automated (So You Don't Have To Do It)

Lead follow-up sequences

AI-powered multi-touch SMS and email sequences that nurture leads at every stage - triggered automatically when a lead moves between pipeline stages.

Task reminders for your team

When a lead needs a personal call, your team gets a task notification so nothing slips through the cracks.

Re-engagement campaigns

Leads that go cold automatically get a re-engagement sequence 14 and 30 days later - recovering jobs that would otherwise be lost.

Quote follow-ups

After you send a proposal, automated messages check in at 48 hours, 5 days, and 10 days - without you having to remember.

Post-job review requests

After a job completes, automated AI messages ask happy customers for Google reviews - building your rating on autopilot.

Referral prompts

A triggered sequence after every completed job prompts customers to refer friends and family - turning one job into three.

CRM & Pipeline Automation FAQs

Which CRM platforms do you work with?

We primarily build on GoHighLevel, which includes a built-in CRM, pipeline management, SMS/email automation, and booking - all in one platform. We also work with HubSpot, Zoho, and custom setups depending on your existing tools.

What if I already have a CRM that I'm not using effectively?

We audit your existing setup, identify what's not working, and either fix it or migrate you to a better-fit platform. Most flooring businesses have a CRM they rarely use - we turn it into something your team actually wants to log into.

How long does the CRM setup take?

Most CRM builds and pipeline configurations are complete within under 1 week. Automation sequences are typically live within the first week.

Will my team need training to use it?

We keep the interface simple and intuitive. We provide recorded training walkthroughs and are available for live onboarding calls. Most flooring teams are fully up and running within a few days.

What does pipeline automation actually mean day-to-day?

It means that when a lead reaches a certain stage in your pipeline, the right follow-up happens automatically - a text, an email, a task reminder for your team, or a calendar nudge. Your team focuses on conversations that are ready to close, not chasing down cold leads manually.

Stop Running Your Flooring Business From a Spreadsheet

Book a free strategy call and we'll audit your current lead tracking setup and show you exactly what a proper CRM pipeline looks like for a flooring company.

Book Your Free Strategy Call →