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.

More Cases

More Cases

More Cases

Curious for more? Explore additional case studies and see what’s possible for your business too

Sometimes the hardest part is reaching out — but once you do, we’ll make the rest easy.

Opening Hours

Mon to Fri: 9.00am - 5.30pm

Sat Sun: Closed

4:00:16 PM

© Smart Growth Agency
A part of Benarth Brands Ltd

SmartGrowth.

Sometimes the hardest part is reaching out — but once you do, we’ll make the rest easy.

Opening Hours

Mon to Fri: 9.00am - 5.30pm

Sat Sun: Closed

4:00:16 PM

© Smart Growth Agency
A part of Benarth Brands Ltd

SmartGrowth.

Sometimes the hardest part is reaching out — but once you do, we’ll make the rest easy.

Opening Hours

Mon to Fri: 9.00am - 5.30pm

Sat Sun: Closed

4:00:16 PM

© Smart Growth Agency
A part of Benarth Brands Ltd

SmartGrowth.