Configurix

3D configurator lead generation

Product enquiries with the detail your sales team needs.

We specialize in complex products. Configurix builds your configurator and custom software to connect product choices, qualified enquiries, CRM and the next sales or factory step.

Configurix workspaceNew enquiry

Your catalogue

Configured product

Product fit
Selected product model and configuration revision
Requirements
Project requirements, timing and buying stage
Next action
Requested action and the responsible sales team
Assign and follow up

What does a configurator add to a sales enquiry?

A visitor can explore your catalogue, choose compatible dimensions and options, then send the saved design with their request. Sales starts with a product specification and a clear next action. Your team still decides whether the project is a good commercial fit.

From the first product choice to the next conversation.

From the first product choice to the next conversation.

We build the journey around your catalogue, buying process and sales responsibilities.

  1. 1

    Explore the product

    Show your product models, dimensions, materials and compatible options in a branded 3D journey on your website.

  2. 2

    Choose the next action

    Offer a quote request, consultation or saved configuration. Show a price when your product and pricing rules support it.

  3. 3

    Capture the project context

    Keep the selected product and revision with the contact details and qualification questions your sales team actually uses.

  4. 4

    Assign and follow up

    Route the enquiry to the right team or dealer, create the agreed CRM record and carry the project into an appointment or quote.

Keep product details with the enquiry.

Choose the project details your team needs to take the next step. Keep the form short and collect additional information when it becomes relevant.

  • Selected product model and configuration revision
  • Dimensions, materials, finishes and compatible options
  • Contact details and preferred market or dealer
  • Project requirements, timing and buying stage
  • Requested action and the responsible sales team

Connect your website, CRM and factory.

Map the required destination fields during discovery. Connector and automation availability is confirmed for the agreed implementation scope before it is presented as live.

Your website
Configurator
CRM & calendar
ERP & accounting

Built around your sales process

Save and resume

Let a visitor return to the saved design. Keep a saved project distinct from a submitted quote request in your reporting.

Qualification that fits the product

Ask about the information that changes your next decision: product fit, site requirements, location, timing or commercial scope.

Dealer and team routing

Use your territory, product and account rules to assign an owner. Define where enquiries go when no dealer covers the project.

Connected CRM records

Agree field mapping, duplicate handling, ownership and failure recovery for the CRM API or import process available to your business.

Custom software for manufacturers

A configurator up front. Your business connected behind it.

We specialize in complex, configurable and made-to-order products. We build custom software around your catalogue, calculations, permissions, sales process and factory workflows.

CRM and qualified leads

Capture the selected product, dimensions and options with each enquiry. Qualify by product fit, project requirements and commercial readiness, then assign the next action to the right salesperson.

Configurix workspaceRevision 03

New enquiry

Configured product

Product fit

Qualified

Configured product

Requirements

Proposal

Configured product

Next action

Calendars and appointments

Let a configured project continue into a sales consultation, technical review, survey or installation appointment. Connect calendars, responsibilities and reminders to the same customer record.

Configurix workspaceRevision 03
  • 09:00Project review
  • 11:30Technical review
  • 14:00Production planning

Bill of materials and factory data

Map product selections to component codes, quantities, materials and cut lengths. Build the sales or manufacturing BOM your team needs, with revisions and production review rules defined for your products.

Configurix workspaceRevision 03
Bill of materials and factory data
ComponentQuantity
FRM-01Frame assembly1
PNL-02Panel set1
KIT-03Hardware kit1

Mapped to your product codes

Live prices and branded quotes

Apply your own formulas, price lists, dealer margins and approval rules. Generate a quote containing the saved specification, product images, commercial terms and a clear customer approval step.

Configurix workspaceRevision 03

Quote revision

Your catalogue
Options
Services
Your price rulesBranded PDF

Orders, jobs and production

Carry accepted choices into order lines and assigned jobs. Keep product revisions, required approvals, documents and delivery tasks together so sales and the factory work from the same specification.

Configurix workspaceRevision 03
  1. Accepted quote01
  2. Configured order02
  3. Production job03
  4. Installation04

Invoicing and accounting

Connect accepted orders to deposits, invoice drafts, payment terms and your accounting workflow. Agree which system issues the invoice and how references and confirmed payment status return to the project.

Configurix workspaceRevision 03
Draft invoice

Configured product

Order referenceConfigured product
Customer—
Payment terms—
Accounting handoff

Built for your website. Connected to your systems.

Launch a branded configurator in your existing website or a custom sales portal. Connect CRM, ERP, PIM, ecommerce, calendars and accounting through available APIs, webhooks or agreed imports. We define the data, permissions and responsibilities for each connection with your team.

  1. 01Your website
  2. 02Configurator
  3. 03CRM & calendar
  4. 04ERP & accounting

Choose the workflows your implementation needs. We build and validate them against your products, documents and target systems.

Plan your manufacturing configurator

A contact form and a product journey serve different needs.

Keep a simple contact form for general questions. Add a product-led journey when customers need help describing a configurable project.

Static contact form

  • Contact details and a free-text message
  • Useful for general questions and existing customers
  • Product details may need a separate conversation
  • Sales confirms the next step after reading the message

3D configurator

  • Selected model, dimensions and compatible options
  • Saved configuration and revision reference
  • Qualification questions relevant to that product
  • A defined handoff to a salesperson, dealer or calendar

A measurement plan you can verify

01

Baseline

Record contact-form sessions and qualified submissions before launch

02

Same cohort

Compare the same locale, device, channel and date window

03

Qualified

Score product fit and buying intent, not only form volume

04

Traceable

Keep event definitions, exclusions and CRM outcomes with the result

Customer projects built with Configurix.

Explore the product configurators and sales software we built for Elite Aluminum, Tenteks Italia and Pergola Plus.

Front view of a brown wood-look pergola with an open slatted roof in a 3D patio scene.

Elite Aluminum

Pergola and sunroom configuration. Automatic quotes with item SKUs.

Configurix built pergola and sunroom configurators for Elite Aluminum, together with software that generates quotations automatically and includes SKU numbers for individual items.

Explore the project — Elite Aluminum
3D preview of a dark-framed pergola with an open louvered roof and glass panels shown in different positions.

Tenteks Italia

Pergotenda and bioclimatic pergolas. One multi-product system.

For Tenteks Italia, Configurix implemented Pergotenda and bioclimatic pergola configurators within a multi-product system, alongside the software and website.

Explore the project — Tenteks Italia
3D view of a dark Pergola Plus frame with glass side panels, a partially lowered front screen and a slatted rear panel.

Pergola Plus

3D pergola configuration. Screens, glazing and roof details.

Explore the Pergola Plus project with Configurix: 3D views of dark pergola frames, side glazing, adjustable screens and roof construction. The gallery shows enclosed and open structures so buyers can compare the product details before discussing their own configurator.

Explore the project — Pergola Plus

Lead-generation FAQ

3D configurator lead generation

Build a better handoff from your website to sales.

Show us your product range, enquiry process and current systems. We will map the configuration journey and the custom software your team needs.

Tell us about your sales workflow

Step 1 of 2 — your details, then pick a time.

2 min
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