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CRM & Pipeline

A Flooring CRM That Keeps Every Lead in One Pipeline

From first call to closed‑won, every lead, quote, measurement, and message lives on one customer record — with pipeline value, owner, and last activity in view, so nothing slips and no job gets forgotten.

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Sales Pipeline — every job, every stage
Floor Nexus sales pipeline — leads from new to closed

See lead count, pipeline value, ownership, and job stage from one connected view.

How it works

Lead in, job out

1

Capture the lead

Leads from Floor Nexus forms, Quote Builder, supported integrations, and manual entry can all be managed from the same pipeline.

2

Move it forward

Drag jobs across stages, assign an owner, and automate follow‑up with Flows on Floor Nexus Pro.

3

See the whole book

Know total pipeline value, whose job it is, and what happened last — without a spreadsheet.

List or board

Run it the way your brain works

Some owners live in a kanban board; others want a sortable list. Floor Nexus gives you both views of the same pipeline, plus contact records that carry every estimate, invoice, measurement, and conversation for that customer.

  • Kanban board and list views
  • Owner, priority, lead source & value on every card
  • Full customer record — quotes, jobs, messages
  • Automated follow‑up with Flows — included with Pro
Pipeline — card view
Floor Nexus pipeline card view
Works with the rest of the job

Not a bolt‑on — part of the platform

Flows

Automate follow‑up with 23 prebuilt sales flows included with Floor Nexus Pro.

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Scheduling

Turn a won job into a scheduled install for the crew.

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Estimates & Payments

Quote, approve, and collect — all tied to the record.

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★★★★★

"Floor Nexus replaced four apps I was paying for. My quotes go out in two minutes now and my guys actually know what job they’re going to each morning."

Bryan Martin · Epoxy Time · Riverside, CA
Questions

Pipeline CRM FAQ

Is this a full CRM?
Yes. Floor Nexus includes contacts, customer records, pipeline stages, lead sources, activity history, estimates, invoices, measurements, messages, and job information built around the flooring sales process. Advanced automated follow‑up through Flows is included with Pro.
Where do leads come from?
Leads can come from Floor Nexus forms, Quote Builder, supported integrations such as Zapier, and manual entry. Calling and texting availability depends on your plan and phone setup.
Can I see how much is in the pipeline?
Yes. Each stage shows a count and dollar value, and the top of the board shows total pipeline value.
Is it included?
Yes. The core CRM and sales pipeline are included with every Floor Nexus plan. Advanced automation through Flows is included with Pro.

Keep every flooring lead in one place

Start your free 7 days and manage your flooring leads, customers, quotes, and jobs from one connected pipeline.

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