Case Study
Case Study
Pool Configurator Case Study - From 3-Day Quotes to Instant Online Pricing
Company
Pool Configurator
Company
Pool Configurator
Company
Pool Configurator
Services
Custom Web Development • Lead Automation • CRM Integration • Training & Support
Services
Custom Web Development • Lead Automation • CRM Integration • Training & Support
Services
Custom Web Development • Lead Automation • CRM Integration • Training & Support
Industry
Custom Software Development
Industry
Custom Software Development
Industry
Custom Software Development
Year
2025
Year
2025
Year
2025



A leading UK swimming pool installation company approached us with a critical bottleneck: every customer enquiry required 3-5 days of back-and-forth emails, site visits, and manual calculations before providing a quote. With 50+ enquiries monthly, their sales team was overwhelmed and prospects were going elsewhere for faster responses. We built them a sophisticated online Pool Configurator that lets customers design their dream pool and receive instant, accurate quotes - transforming their entire sales process.


Commercial Director
UK Swimming Pool Installation Company
"Before the configurator, we were drowning in enquiries we couldn't handle. Our sales team spent days on quotes that often went nowhee. Now, customers design their perfect pool online, get instant pricing, and come to us ready to buy. We've tripled our sales capacity without adding staff. This tool has completely revolutionised how we sell pools."
The challenges
The pool company's manual quoting process was killing their growth potential:
Excessive time investment: Each quote required 8-10 hours of work across multiple team members
Lost opportunities: 40% of prospects went to competitors while waiting for quotes
Inconsistent pricing: Different salespeople quoted different prices for similar specifications
No customer engagement: Prospects couldn't visualise options or explore possibilities
Manual calculations: Complex pricing across thousands of combinations done by hand
Poor qualification: Time wasted on tyre-kickers who balked at basic pricing
Limited scalability: Could only handle 10-12 quotes per week maximum
The business was turning away leads because they couldn't quote fast enough.
Our approach
We developed a comprehensive online configurator to revolutionise their sales process:
Phase 1: Process Mapping
We spent a week documenting their entire quoting process, cataloguing every pool option, material, feature, and pricing rule. We discovered over 10,000 possible combinations that their sales team was calculating manually. The complexity was staggering - but also perfectly suited to automation.
Phase 2: Configurator Design
We designed an intuitive 10-step configuration process:
Project type (new build vs renovation)
Pool type and dimensions
Construction materials
Circulation systems
Equipment selection
Automation options
Additional features
Installation requirements
Visual customisation
Instant quote generation
Each step included educational content, helping customers understand their choices.
Phase 3: Technical Development
Built using cutting-edge technology:
React frontend for smooth, responsive interface
Node.js backend handling complex calculations
3D visualisation engine showing real-time pool designs
Dynamic pricing engine with 10,000+ SKUs
PDF quote generation with full specifications
CRM integration for automatic lead capture
Mobile-responsive for on-site consultations
Phase 4: Pricing Intelligence
Implemented sophisticated pricing logic:
Base prices for standard configurations
Dynamic adjustments for dimensions
Regional installation cost variations
Seasonal pricing adjustments
Automatic margin calculations
Optional extras and upsells
Trade discount management
Phase 5: Lead Qualification & Nurturing
Integrated smart lead management:
Automatic lead scoring based on configuration
Instant notification to sales for high-value quotes
Automated email sequences for different pool types
Calendar booking for consultations
Progress tracking through sales pipeline
Analytics on configuration drop-offs
The challenges
The pool company's manual quoting process was killing their growth potential:
Excessive time investment: Each quote required 8-10 hours of work across multiple team members
Lost opportunities: 40% of prospects went to competitors while waiting for quotes
Inconsistent pricing: Different salespeople quoted different prices for similar specifications
No customer engagement: Prospects couldn't visualise options or explore possibilities
Manual calculations: Complex pricing across thousands of combinations done by hand
Poor qualification: Time wasted on tyre-kickers who balked at basic pricing
Limited scalability: Could only handle 10-12 quotes per week maximum
The business was turning away leads because they couldn't quote fast enough.
Our approach
We developed a comprehensive online configurator to revolutionise their sales process:
Phase 1: Process Mapping
We spent a week documenting their entire quoting process, cataloguing every pool option, material, feature, and pricing rule. We discovered over 10,000 possible combinations that their sales team was calculating manually. The complexity was staggering - but also perfectly suited to automation.
Phase 2: Configurator Design
We designed an intuitive 10-step configuration process:
Project type (new build vs renovation)
Pool type and dimensions
Construction materials
Circulation systems
Equipment selection
Automation options
Additional features
Installation requirements
Visual customisation
Instant quote generation
Each step included educational content, helping customers understand their choices.
Phase 3: Technical Development
Built using cutting-edge technology:
React frontend for smooth, responsive interface
Node.js backend handling complex calculations
3D visualisation engine showing real-time pool designs
Dynamic pricing engine with 10,000+ SKUs
PDF quote generation with full specifications
CRM integration for automatic lead capture
Mobile-responsive for on-site consultations
Phase 4: Pricing Intelligence
Implemented sophisticated pricing logic:
Base prices for standard configurations
Dynamic adjustments for dimensions
Regional installation cost variations
Seasonal pricing adjustments
Automatic margin calculations
Optional extras and upsells
Trade discount management
Phase 5: Lead Qualification & Nurturing
Integrated smart lead management:
Automatic lead scoring based on configuration
Instant notification to sales for high-value quotes
Automated email sequences for different pool types
Calendar booking for consultations
Progress tracking through sales pipeline
Analytics on configuration drop-offs
The challenges
The pool company's manual quoting process was killing their growth potential:
Excessive time investment: Each quote required 8-10 hours of work across multiple team members
Lost opportunities: 40% of prospects went to competitors while waiting for quotes
Inconsistent pricing: Different salespeople quoted different prices for similar specifications
No customer engagement: Prospects couldn't visualise options or explore possibilities
Manual calculations: Complex pricing across thousands of combinations done by hand
Poor qualification: Time wasted on tyre-kickers who balked at basic pricing
Limited scalability: Could only handle 10-12 quotes per week maximum
The business was turning away leads because they couldn't quote fast enough.
Our approach
We developed a comprehensive online configurator to revolutionise their sales process:
Phase 1: Process Mapping
We spent a week documenting their entire quoting process, cataloguing every pool option, material, feature, and pricing rule. We discovered over 10,000 possible combinations that their sales team was calculating manually. The complexity was staggering - but also perfectly suited to automation.
Phase 2: Configurator Design
We designed an intuitive 10-step configuration process:
Project type (new build vs renovation)
Pool type and dimensions
Construction materials
Circulation systems
Equipment selection
Automation options
Additional features
Installation requirements
Visual customisation
Instant quote generation
Each step included educational content, helping customers understand their choices.
Phase 3: Technical Development
Built using cutting-edge technology:
React frontend for smooth, responsive interface
Node.js backend handling complex calculations
3D visualisation engine showing real-time pool designs
Dynamic pricing engine with 10,000+ SKUs
PDF quote generation with full specifications
CRM integration for automatic lead capture
Mobile-responsive for on-site consultations
Phase 4: Pricing Intelligence
Implemented sophisticated pricing logic:
Base prices for standard configurations
Dynamic adjustments for dimensions
Regional installation cost variations
Seasonal pricing adjustments
Automatic margin calculations
Optional extras and upsells
Trade discount management
Phase 5: Lead Qualification & Nurturing
Integrated smart lead management:
Automatic lead scoring based on configuration
Instant notification to sales for high-value quotes
Automated email sequences for different pool types
Calendar booking for consultations
Progress tracking through sales pipeline
Analytics on configuration drop-offs






The results
The Pool Configurator transformed the company's entire business model:
Quote time reduced from 3 days to 3 minutes - instant gratification for customers
65% increase in qualified leads as customers self-qualified through the process
Sales team productivity up 400% - handling 50+ quotes weekly vs 5 previously
30% higher average order value through intelligent upselling in configurator
87% reduction in "price shock" - customers knew costs before speaking to sales
£1.2M additional revenue in first 6 months from captured leads
45% conversion rate from configuration to consultation (industry average: 12%)
24/7 quote availability capturing international and out-of-hours enquiries
The tool paid for itself in just 6 weeks.
Testimonial
"Before the configurator, we were drowning in enquiries we couldn't handle. Our sales team spent days on quotes that often went nowhere. Now, customers design their perfect pool online, get instant pricing, and come to us ready to buy. We've tripled our sales capacity without adding staff. This tool has completely revolutionised how we sell pools."
Lessons learned
Complexity can be an advantage: Their 10,000 combinations became a competitive moat once automated
Education sells: Each step's explanations helped customers choose premium options
Visualisation is vital: Seeing their pool design increased emotional investment
Instant gratification wins: Customers chose them over competitors simply for speed
Qualification saves time: Only serious buyers completed all 10 steps
Data is gold: Configuration analytics revealed which features customers really wanted
Key takeaways
The Pool Configurator proves that complex B2C sales processes can be transformed through intelligent automation. By allowing customers to self-serve their perfect pool configuration, we not only eliminated the sales bottleneck but created a superior customer experience that became their primary competitive advantage. The investment in custom development delivered returns that off-the-shelf solutions could never match.
The results
The Pool Configurator transformed the company's entire business model:
Quote time reduced from 3 days to 3 minutes - instant gratification for customers
65% increase in qualified leads as customers self-qualified through the process
Sales team productivity up 400% - handling 50+ quotes weekly vs 5 previously
30% higher average order value through intelligent upselling in configurator
87% reduction in "price shock" - customers knew costs before speaking to sales
£1.2M additional revenue in first 6 months from captured leads
45% conversion rate from configuration to consultation (industry average: 12%)
24/7 quote availability capturing international and out-of-hours enquiries
The tool paid for itself in just 6 weeks.
Testimonial
"Before the configurator, we were drowning in enquiries we couldn't handle. Our sales team spent days on quotes that often went nowhere. Now, customers design their perfect pool online, get instant pricing, and come to us ready to buy. We've tripled our sales capacity without adding staff. This tool has completely revolutionised how we sell pools."
Lessons learned
Complexity can be an advantage: Their 10,000 combinations became a competitive moat once automated
Education sells: Each step's explanations helped customers choose premium options
Visualisation is vital: Seeing their pool design increased emotional investment
Instant gratification wins: Customers chose them over competitors simply for speed
Qualification saves time: Only serious buyers completed all 10 steps
Data is gold: Configuration analytics revealed which features customers really wanted
Key takeaways
The Pool Configurator proves that complex B2C sales processes can be transformed through intelligent automation. By allowing customers to self-serve their perfect pool configuration, we not only eliminated the sales bottleneck but created a superior customer experience that became their primary competitive advantage. The investment in custom development delivered returns that off-the-shelf solutions could never match.
The results
The Pool Configurator transformed the company's entire business model:
Quote time reduced from 3 days to 3 minutes - instant gratification for customers
65% increase in qualified leads as customers self-qualified through the process
Sales team productivity up 400% - handling 50+ quotes weekly vs 5 previously
30% higher average order value through intelligent upselling in configurator
87% reduction in "price shock" - customers knew costs before speaking to sales
£1.2M additional revenue in first 6 months from captured leads
45% conversion rate from configuration to consultation (industry average: 12%)
24/7 quote availability capturing international and out-of-hours enquiries
The tool paid for itself in just 6 weeks.
Testimonial
"Before the configurator, we were drowning in enquiries we couldn't handle. Our sales team spent days on quotes that often went nowhere. Now, customers design their perfect pool online, get instant pricing, and come to us ready to buy. We've tripled our sales capacity without adding staff. This tool has completely revolutionised how we sell pools."
Lessons learned
Complexity can be an advantage: Their 10,000 combinations became a competitive moat once automated
Education sells: Each step's explanations helped customers choose premium options
Visualisation is vital: Seeing their pool design increased emotional investment
Instant gratification wins: Customers chose them over competitors simply for speed
Qualification saves time: Only serious buyers completed all 10 steps
Data is gold: Configuration analytics revealed which features customers really wanted
Key takeaways
The Pool Configurator proves that complex B2C sales processes can be transformed through intelligent automation. By allowing customers to self-serve their perfect pool configuration, we not only eliminated the sales bottleneck but created a superior customer experience that became their primary competitive advantage. The investment in custom development delivered returns that off-the-shelf solutions could never match.
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Sometimes the hardest part is reaching out — but once you do, we’ll make the rest easy.
Phone
Opening Hours
Mon to Fri: 9.00am - 5.30pm
Sat Sun: Closed
Sometimes the hardest part is reaching out — but once you do, we’ll make the rest easy.
Phone
Opening Hours
Mon to Fri: 9.00am - 5.30pm
Sat Sun: Closed





