CRM and follow-upfor flooring contractors.
Flooring inquiries are almost never ready to quote. Area, existing floor, and material direction all move the number, and the request that arrives with none of them turns into a week of messages before anyone measures anything.
What a useful flooring inquiry has to capture.
Enough to decide whether this is a measure appointment, a showroom conversation, or a job outside what you take on.
Project type
Whole home, a few rooms, a single space, or commercial. This is the first sort, and it changes who should handle the record.
Current floor and what is under it
What is coming out, or whether anything is. Removal, subfloor condition, and transitions live here, and they move the number more than the material choice does.
Material or service direction where offered
Only the products and services your company genuinely supplies or installs. If you are install only, the intake reflects that.
Approximate area and occupancy context
Rough square footage as far as they know it, and whether the space is lived in, tenanted, or operating as a business. Both change scheduling and prep.
Photos, location, and timeline
Photos of the current floor, where the job is against the area you serve, and when they want it started.
Inquiry to scheduled install.
The measure is the pivot point. Until it is booked and owned, a flooring inquiry is not really moving, so the pipeline treats it as its own stage.
New inquiry
One record with the source attached and an owner assigned, from any intake point in scope.
Contacted
The first reply is logged, along with whatever is still missing before a measure is worth booking.
Measure or consultation
Booked into the calendar of whoever measures, with area, photos, and existing floor already on the record.
Quoted
Scope, material direction, and number attached to the record so follow up is specific.
Follow up
The approved reminders while the customer decides, which in flooring is often several weeks.
Scheduled
The install lands on the calendar with a date and an owner, and the record closes against its original source.
What gets installed.
One installation, weighted toward getting the measure booked quickly and keeping long decisions from going cold.
The intake points agreed in scope
Website and landing page forms, the phone numbers you want tracked, and the message sources included in scope are connected so a new inquiry creates a record instead of living in whichever app it arrived in. Sources outside that scope are not claimed to be connected.
A pipeline that matches how you sell
Stages named after the real steps your business takes, so a glance tells you what is waiting on you and what is waiting on the customer. Stage names are set from your process, not from a template.
Assignment and routing
Every new record gets an owner. Routing rules are configured from the way your team already splits work, so nothing sits unclaimed while everyone assumes someone else picked it up.
The follow up agreed in scope
A first response, reminders on the records that go quiet, and the internal notifications your team needs. Automations are written to the sequence you approve. Anything requiring judgment stays with a person.
The system carries the path. Your team still runs the business.
What the installed system does
It catches every inquiry from the sources in scope, puts it in one place with an owner, starts the agreed first response, reminds someone when a record goes quiet, moves the work through named stages, and reports which sources turned into real jobs.
What your team still does
Answer the call, ask the questions the software cannot ask, quote and estimate honestly, book the work, update the real status when something changes, and do the job well. Software does not sell for you and Cross X Agency will not pretend otherwise.
Honest context instead of a case study.
Cross X Agency does not have a flooring engagement to name, so nothing here is presented as one. What follows is verified home service systems work, shown as the pattern this installation follows.
Color Drop Painting
Cross X Agency built the website and the lead path behind it, set up the CRM the estimate requests land in, and produced the jobsite and crew photography the site runs on.
Las Vegas. Website, lead path, CRM, and photography.
Rocket Air Conditioning
Website and CRM backend built by Cross X Agency. Some video was produced as a smaller supporting part of that engagement rather than the engagement itself.
Las Vegas. Website and CRM backend, with some video.
What it costs.
Setup is scoped to the work.
What it costs depends on how many lead sources, pipelines, and automations we connect, and how much of your current setup stays. You get the scope and the number in writing before anything starts.
After launch there is a monthly amount for Cross X OS software and lite management of the installed system. If Cross X Agency also runs the wider marketing and growth work around it, that retainer is quoted for the business and is not required to keep the system running.
Before you buy.
Do you have a flooring client to show me?
Not currently, and we will not invent one. The named work on this page is painting, coatings, and mechanical service. The installed lead path is the same pattern, configured for a measure driven sale.
Can the follow up handle a decision that takes a month?
Yes, within the sequence you approve. Long consideration is normal in flooring, so the reminders are spaced for it rather than firing three times in a week and being ignored.
What exactly is Cross X OS?
It is the software the installed system runs on: the CRM, the pipeline, routing, the agreed automations, tracking, and reporting. Lead Leak Fix is the one time installation that sets it up around your business. The $497 per month covers the software and lite management of what was installed.
Do I have to buy marketing from Cross X Agency too?
No. The installation and the monthly software stand on their own. If you later want Cross X Agency running the wider growth work, the agreed SEO, paid media, content, and conversion work sits in a separate custom retainer that is quoted for the business.
Book the measurewhile they are still deciding.
Bring your current inquiry form and the way requests reach your team. We will map the path before quoting anything.