With the home configurator you put a public page online where a customer chooses a home type and options. They immediately see an indicative price and leave their details. That request arrives as a lead in your sales pipeline. The configurator is included in every package.
Creating home types
- Go to CRM → Woning-configurator (CRM → Home configurator) and click Nieuw woningtype (New home type).
- Fill in Naam (Name), Omschrijving (Description), Oppervlakte (Floor area, in m2) and Basisprijs (Base price, indicative, excl. VAT).
- Optionally choose Bouwsystemen (Building systems) from your own library. The customer sees the name and the Rc value.
- Use Optie toevoegen (Add option) to add options with Optie (Option), Meerprijs (Extra price; a minus is a price reduction), Extra m2 and Toelichting voor de klant (Explanation for the customer).
- Leave Actief (Active) switched on and save.
The public link
Click Openbare link (Public link) to set up the configurator:
- Configurator aan (Configurator on): when this is off, the links show nothing.
- Vaste link op je bedrijfsnaam (Fixed link on your company name): besides the secret link, a fixed link to put on your website.
- Titel (Title) and Introductie (Introduction) for the top of the page.
- Levertijd tonen (Show delivery time): an indicative delivery week based on the free capacity of your production tables. This only works with the Production add-on (€99 per month per production line).
Under Geheime link (Secret link) you find the link you share with customers. After Nieuwe link maken (Create new link) the old secret link no longer works; the fixed link stays the same.
What the customer does
- They choose a home type and then the options. The price and the floor area update immediately.
- They fill in their name, email address and optionally phone, postcode, town and a comment.
- They give permission to use their details and click Aanvraag versturen (Send request).
The page states that all prices are indicative and excl. VAT. Protection against bots and a maximum number of requests per hour keep spam out.
The request as a lead
Each request becomes an opportunity in the Lead stage of the sales pipeline, with the indicative price as its value and the choice, floor area, delivery and location in the notes. Owners and anyone who manages the pipeline or the configurator get a notification with a link to the lead. Read more in The sales pipeline: opportunities, stages and follow-up tasks.