Configurix

Lead generation

Turn website visitors into qualified leads with a 3D configurator.

Use an interactive product journey to capture the configuration context your sales team needs. Measure the result against your own documented contact-form baseline.

How does a 3D configurator generate more leads?

A 3D configurator lets visitors explore a product and send a structured request instead of a generic message. Your team can compare enquiry quality and conversion against the contact form you use today.

A measurement plan you can verify

Baseline

Record contact-form sessions and qualified submissions before launch

Same cohort

Compare the same locale, device, channel and date window

Qualified

Score product fit and buying intent, not only form volume

Traceable

Keep event definitions, exclusions and CRM outcomes with the result

How a 3D configurator generates a lead, step by step

Four steps, all on the visitor's own time, on any device.

  1. 01

    Visitor lands on your site

    From organic search, an ad, social or a dealer referral. They land on the configurator (embedded or hosted on your domain) instead of a static product page.

  2. 02

    They configure in 3D in real time

    Visitors choose product dimensions and options visually, so their request includes more detail than a standard contact form.

  3. 03

    They see an instant price and PDF preview

    Real-time pricing and a branded PDF quote remove the biggest friction in B2B and high-ticket B2C buying — the wait for a price.

  4. 04

    They submit configuration + contact details

    One short form captures email, phone, postcode and timeline. The lead arrives in your inbox or CRM with the full configuration, 3D snapshot, price and PDF attached.

Why configurators convert more leads than contact forms

Compare information quality and workflow, then measure conversion in the same cohort.

Static contact form

Baseline required
  • Asks for name, email and a vague message
  • Visitor has no idea of price or feasibility
  • Sales has to qualify everything by phone
  • Most submissions are tyre-kickers or spam
  • Quote turnaround: days to weeks

3D configurator

Measure after launch
  • Visitor designs the product they actually want
  • Sees a real, live price before submitting
  • Submission includes full BOM, options, budget
  • Self-qualified: only buyers go through the whole flow
  • Quote turnaround: instant

What you get with every lead

Every submitted configuration becomes a structured lead record — not just a contact form entry.

  • Full configuration: dimensions, model, finish, every selected option
  • Real-time price and itemised price breakdown
  • 3D snapshot of the configured product
  • Branded PDF quote attached to the lead
  • Contact details: name, email, phone, postcode, language
  • Intent signals: time on configurator, configurations viewed, save-and-resume events
  • UTM source, campaign, referrer and device — wired into your CRM fields
  • Optional: dealer/territory assignment based on postcode

Built-in conversion features

Save and resume by email

Visitors save their configuration with a single email field and finish later from any device. Most resumes become qualified leads.

Abandoned-configurator follow-up

Automatic email sequence to anyone who configured but didn't submit, with a link back to their exact configuration.

Dealer / territory routing

Leads are auto-routed by postcode, country or product line to the right dealer, branch or rep — with SLA timers.

CRM webhooks

Native push to HubSpot, Pipedrive, Salesforce and Zoho — or a generic webhook for anything else. Mapping is fully configurable.

WhatsApp & SMS lead alerts

High-intent submissions trigger an instant WhatsApp or SMS to the assigned rep, so the first reply happens in minutes, not hours.

Where a product configurator helps qualify enquiries

  • Pergola & veranda installers

    Buyers can specify dimensions, roof type and finish before asking an installer for a quote.

  • Awnings & shading

    Visitors can compare fabric, frame and motorisation choices before sending a request.

  • AC & HVAC enclosures

    Technical buyers can describe the enclosure and unit dimensions before a site survey.

  • Custom furniture & joinery

    Customers can choose materials, colours and dimensions in a visual product journey.

Wires into your existing sales stack

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

  • HubSpot, Salesforce, Pipedrive, Zoho CRM
  • Mailchimp, ActiveCampaign, Brevo, Klaviyo for email follow-up
  • Calendly, Cal.com and HubSpot Meetings for post-submit booking
  • Slack, Microsoft Teams and WhatsApp for instant lead alerts
  • Google Analytics 4, Meta CAPI and TikTok Events for ad attribution
  • Generic webhook + REST API for anything custom

Lead-generation FAQ

Can I send configurator leads directly to my CRM?
Yes. Configurix pushes leads natively to HubSpot, Salesforce, Pipedrive and Zoho, and to anything else over a webhook or REST API. You map configuration fields to your custom CRM properties, so the full spec, price and PDF appear on the contact record.
What information do I get with each configurator lead?
Each lead includes contact details (name, email, phone, postcode, language), full configuration (dimensions, model, finish, every option), real-time price and itemised breakdown, a 3D snapshot, a branded PDF quote, intent signals (time on configurator, save-and-resume events) and marketing attribution (UTM source, campaign, device).

Turn more of your traffic into qualified leads

Book a 20-minute demo. We'll show you a live configurator from your industry and walk through the lead, CRM record and PDF quote it produces.

Book a demo