A flooring CRM is sales software that tracks the commercial side of a flooring business: which measures are booked, which quotes have not been answered, which builder and property manager accounts are placing work, and which showroom visitor took samples and never came back. It sits on the customer record rather than the work order, so the value shows up in the follow-up call that wins a three-quote job and in the builder account you can finally see as an account.

Pipeline CRM covers that with a measure and quote pipeline, unlimited custom fields for rooms, material, subfloor and install detail, builder account reporting, branded quotes generated from your own Word templates with Instant Docs, and native QuickBooks Online sync. It is not a flooring ERP, so it connects to inventory and measuring systems rather than duplicating them. Pricing starts at $25 per user per month (billed annually) with a 14-day free trial.

Four things, in this order. First, capture: a showroom walk-in has to become a record with contact details and what they looked at, because a sample taken home with no record attached is a lead you paid for and threw away. Second, follow-up automation, since flooring buyers decide inside a couple of weeks and the store that calls back usually wins. Third, custom fields for rooms, product and subfloor, so the quote and the install both start from real detail. Fourth, account records for builders and property managers.

What flooring stores generally do not need from a CRM is a second copy of their product catalog or inventory. That belongs in the retail system or ERP, and trying to mirror it creates two sources of truth that immediately disagree. The CRM’s job is the person, the quote and the follow-up. Pipeline CRM covers all four requirements above, with unlimited custom fields on every paid plan and native QuickBooks Online sync.

No. Pipeline CRM has no measuring or takeoff, no seam diagramming, no waste or material calculation, no roll goods or inventory tracking, no product catalog with SKU pricing, no installer scheduling and no POS. Flooring buyers usually shop for measuring and inventory first, so it is worth being blunt rather than letting the word quote imply something it does not mean.

What Pipeline CRM does is take the numbers your measuring or estimating tool produced and turn them into a branded quote, generated from your own Word template with Instant Docs, merged with the customer and room detail on the record and closed with eSignature. It then tracks whether that quote was answered and chases it if not. Companies that need flooring-specific takeoff typically pair a tool such as Measure Square with the CRM, and those needing full inventory and order entry run an ERP such as RFMS or QFloors alongside it.

It depends which problem is costing more. If the bottleneck is inventory, order entry, job costing and getting installers scheduled, that is a flooring ERP and RFMS or QFloors are built for it. If it is producing accurate measures and material calculations, that is a measuring tool. If the bottleneck is that quotes go unanswered, showroom traffic disappears untracked and nobody can say which builder accounts have gone quiet, that is a CRM problem.

Pipeline CRM is a strong fit for flooring contractors and stores with roughly 5 to 50 sales and office staff: a measure and quote pipeline with stalled-deal visibility, automations that make follow-up happen inside the decision window, unlimited custom fields for room and material detail, builder account reporting, native QuickBooks Online integration, and US-based live chat on every plan. Larger companies commonly run it alongside an ERP rather than choosing between them.

Automate it, because in flooring the window is short enough that memory is not a strategy. A stage-based automation opens a follow-up task two days after a quote goes out. Lead routing sends a new web-form or showroom enquiry straight to the salesperson covering it rather than into a shared inbox somebody checks at close of business. Both take about ten minutes to set up.

The other half is visibility. A stalled-deal report showing every quote with no activity for seven days turns follow-up into a five-minute morning routine rather than something that happens when it occurs to someone. This matters more in flooring than in most trades because you have already paid for the measure: a tech drove out, spent an hour, and produced a number. Letting that go unanswered is the most expensive thing a flooring company does routinely.

Model them as company records rather than as a series of deals. The builder is the account; each house, phase or building is a deal attached to it. That single structural decision is what makes account-level reporting possible: total value by builder, which accounts have not placed work in ninety days, average close rate by account, and which competitor you keep losing to on a given builder’s projects.

Add custom fields for the things that actually govern the relationship, such as payment terms, draw schedule expectations, preferred products and the site contact versus the purchasing contact, and link every contact at the builder to the same company. Multi-unit work then stays connected instead of scattering into unrelated jobs. Be clear on the boundary: Pipeline CRM tracks the account and the pipeline, not contract administration or draw scheduling, which stay in your accounting or project system.

Yes. Unlimited custom fields on customers and deals let you record rooms and square footage, product, grade, colour and style, subfloor condition, transitions and stairs, tear-out and furniture moving, install date, warranty and anything else your team needs. Conditional fields keep the record readable, so a carpet job does not prompt for tile layout detail.

Because they are structured fields rather than notes, they become useful later rather than just at quote time. Filter for every customer who had a specific product installed when a warranty or recall question comes up, or every job in a neighbourhood before a targeted campaign. It also means the installer is not the first person to discover the subfloor problem the measure tech noticed. Custom fields are available on every paid plan, with higher caps on the larger tiers. See the pricing page for the limits.

QuickBooks Online, yes, natively. The integration syncs customer records, invoices and payment status in both directions, so a signed quote does not have to be rekeyed into accounting and the office can see what has been paid without leaving the CRM. It is available on all plans, including Start at $25 per user per month (billed annually). Note it is QuickBooks Online, not QuickBooks Desktop.

For a flooring ERP such as RFMS or QFloors, or a measuring platform, there is no native connector. Your developer team can build one on the open API, or you can use Zapier for simpler field syncing. In practice most flooring companies push a narrow slice one way, typically the won job and the customer record, into the ERP and leave product, inventory and work orders there. Mirroring an ERP inside a CRM creates two sources of truth and is not worth doing.

Pipeline CRM pricing is $25 per user per month for Start, $33 per user per month for Develop, and $49 per user per month for Grow. All three are billed annually, and enterprise pricing is custom. Every plan includes the QuickBooks Online integration, the mobile app with business card scanner, unlimited custom fields and US-based live chat support.

Most flooring companies license salespeople, showroom staff, measure techs and the owner rather than installers, because crews work in scheduling software rather than the CRM. That usually makes it a much smaller line item than a flooring ERP seat. You can try Pipeline CRM on a 14-day free trial with no credit card.

Yes. Native iOS and Android apps are included on all plans, so a measure tech or salesperson can pull up the customer, the room notes and the last quote from the truck. The measure note and what the customer is leaning toward get logged before driving off rather than at nine that night, which is the difference between a record that helps the installer and one that never got written.

The built-in business card scanner captures builder, general contractor and supplier contacts at job sites and trade events straight into the CRM with the tag applied. The mobile app covers the CRM record itself: contacts, companies, deals, notes and tasks. Work orders and install schedules stay in your operations software.

Capture them as records at the moment they are in front of you, which is the part most stores skip. A short form on a tablet at the counter, or a salesperson creating the contact on their phone, is enough: name, contact details, rooms they are shopping for, and which samples went home. Without that, the highest-intent lead a flooring store gets, someone who walked in and physically took product away, leaves no trace at all.

Once captured, the follow-up is mechanical. An automation opens a task a week after samples go out. A saved filter shows every sample taker with no quote issued, which is usually a surprisingly large and completely recoverable list. Tag the source so showroom conversion can be reported against web and builder leads, and push the list to Mailchimp for a seasonal campaign. None of this is sophisticated, and it is typically the fastest measurable win a flooring retailer gets from a CRM.

Most flooring companies are live within one to three weeks. The fastest rollouts follow a simple sequence: import existing customers, builder accounts and open quotes from a CSV, set up the pipeline stages and the handful of custom fields that describe a flooring job, connect QuickBooks Online and the team’s email, then train sales and showroom staff in a single one hour session.

Pipeline CRM’s standard CSV and Excel import handles most migrations in about three business days. It is worth importing builder and property manager accounts first, because account-level visibility is usually the thing that was never possible before and pays for the system quickest. US-based live chat support is available throughout setup at a 97.6 percent satisfaction rate, and onboarding training packages start at $750. Plan tiers are on the pricing page.