Flooring CRM: Track Measures, Quotes and Fitted Rooms in One Place

A flooring CRM should hold what a generic sales tool cannot: every room you measured, its area, the material and batch fitted, and where the quote stands. Describe your pipeline to Mythex and it builds the CRM with a database and logins, so the whole team works from the same customer list.

Who it's for

Flooring firms that run on a paper diary and a folder of quotes, or a spreadsheet that only the office manager can follow. It fits a retail showroom with a steady flow of homeowner measures, and a contractor whose work comes mostly from builders, letting agents and landlords on agreed rates.

What you can build

Customers with each room as a separate entry: area, material, batch number
A pipeline from measure booked to quoted, accepted, fitted and paid
Trade accounts for builders and landlords with their own price list
A follow-up list of quotes with no answer after 14 days
Lead source on every customer: showroom, website, referral, trade
Job history with photos of the finished floor

Why a flooring CRM stores rooms, not just people

A customer is rarely a one-off. They do the lounge this year, the stairs and landing next spring, and call you three years later because a dog chewed a strip by the door. If the record holds each room's area, the exact product and the batch fitted, a repair starts with a quick stock check instead of guessing a colour. It also makes repeat quotes faster: the hallway was measured last time, so the estimator only visits for the new rooms.

Room name, area and shape notes
Product, colour and batch fitted
Date fitted and fitter
Photos before and after

Stages that match how flooring sells

Use the stages you already say out loud: enquiry, measure booked, measured, quoted, accepted, materials ordered, materials received, fitted, paid. Each card on the board shows the value and the material, and moving a job to 'materials received' is what allows a fitting date to be set. Quotes sitting at 'quoted' for two weeks appear on a follow-up list, because a polite call after a fortnight wins back more jobs than any discount.

Trade customers on their own terms

Builders, letting agents and landlords buy differently from homeowners. Give each trade account its own price list, payment terms and a list of properties, so a landlord's twelve flats each keep their room history. Note who books the work and who pays, as they are often different people. Trade work tends to be lower margin but steady, so a CRM view of revenue by trade versus retail tells you how dependent you are on one builder.

What to put in first

Do not import ten years of paperwork on day one. Enter every open quote and every booked fitting, then the trade accounts you invoice monthly. Add past customers as they call back. Within a month the follow-up list and the fitting pipeline will be accurate, which is where the CRM pays for itself. Ask for a CSV import if your old spreadsheet is worth bringing over.

A prompt to start from

Make a CRM for my flooring company. Store customers with address and phone, and each room as a separate entry with area, material, colour, batch number and date fitted. Add trade accounts with their own price list and properties. Show a pipeline from enquiry to measure booked, quoted, accepted, materials received, fitted and paid, and a list of quotes with no answer after 14 days.

Questions

Can we store room measurements per customer?

Yes. Ask for rooms as separate entries on the customer record, each with its size and the material fitted. They can feed straight into a new quote.

Can the CRM remind us to chase quotes?

Yes. Ask for a list of quotes with no reply after a set number of days, shown each morning. Sending reminder emails to customers needs an email service you connect with your own account.

Can fitters use it on site?

Yes. The CRM is a web app that works on a phone, so a fitter can open the job, see the rooms and add photos. On Pro it can also become Android and iPhone apps that open your published app.

Can I bring in my existing customer spreadsheet?

Yes. Export it as CSV and ask Mythex to add an import that maps your columns to the new fields.

How much does it cost?

The Free plan has no card requirement and daily credits to build and publish. Pro is $25/month and adds code editing, export, GitHub, a custom domain and the phone apps.

Templates to start from

Waitlist Landing Page Template — Countdown, live counter, lead admin
Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
Customer Health Dashboard Template — Churn scoring with explainable charts
Sales Attribution Dashboard Template — Multi-model revenue attribution
Hiring Pipeline Tracker Template — Kanban stages with AI copilot
Sales Roleplay Trainer Template — Voice-style practice with scorecards
Plumbing Business Site Template — Quote calculator with lead dashboard
Build Cost Estimator Template — Five-step calculator with lead capture