Bathrooms and showrooms · ASRR Tech
CRM for bathrooms and showrooms: connect brochure, advice, quotation and delivery
Treat exploration, advice and a defined renovation as different steps. This guide provides a record model and handover checklist, using Refresh Bathrooms’ publicly described CRM journey as context.
Updated · 3 min read · ASRR Tech
A brochure request is interest, not an order
A visitor may be gathering ideas for next year, exploring price or preparing a renovation. Give each situation an appropriate next step. Sending inspiration and requesting a quotation are different promises.
Ask what the person wants to achieve, the room involved and project timing. “Not known yet” is valid. Forcing a budget or installation date creates false certainty for planning and reporting.
What Refresh Bathrooms provides as context
Public ASRR articles describe Refresh Bathrooms using Alpha and the website, brochure, booking and CRM journey. The case study brings that route together.
Those publications support the described journey, not every configuration below. The following record model is proposed practice. We attach no invented conversion rates or savings. The case identifies the bathroom configurator as development.
Let the record grow with the project
| Moment | Record | Do not yet assume |
|---|---|---|
| Brochure | Interest, origin, preferred contact | Confirmed budget or readiness |
| Advice booked | Date, adviser, location or online access | That the conversation occurred |
| Needs discussed | Requirements, preferences, open questions | That provisional choices are final scope |
| Proposal | Revision, items, conditions, review date | That quoted value is revenue |
| Handover | Accepted scope and delivery agreements | That unchecked changes are commitments |
| Aftercare | Request, owner, response agreement | A new sales opportunity for every service issue |
Separate contact address, visit location and billing details. Ask for a visit address when arranging a visit rather than automatically at digital exploration.
Worked example: an accessible shower
A fictional customer asks for ideas for an easier-to-use shower. Advice reveals that everyday accessibility matters more than a particular shape. Record the selected solution and the reason behind it.
Distinguish a requirement (“step-free use”), preference (“finish X”) and open check (“measurements to verify”). A colleague can then discuss alternatives without losing the original goal.
If the customer later chooses another screen, check price, connections, preparation and scheduling. Replacing a product name is not a complete change assessment.
Follow through on advice, visits and quotations
Confirm preparation for both customer and adviser. Online meetings need joining instructions; home visits need an accurate location. Test rescheduling and cancellation.
Preserve proposal versions and explain revisions. Microsoft's quotation documentation illustrates draft and customer-facing states. Make both identifiable in your chosen system.
Follow-up should address a question: material choice, technical assessment or decision timing. “Chase quotation” without context gives a replacement little help.
Handover checklist
- Customer and project location are confirmed.
- Current proposal and selected items are identifiable.
- Provisional choices and outstanding checks are marked.
- Special commitments have owners.
- Promised scheduling is internally agreed.
- The recipient has reviewed the record and returned questions.
Test one simple project and another with a revision. Ask a planner to explain delivery without spoken sales guidance. Missing answers reveal absent information or decisions.
Measure the individual steps
Track brochure requests, completed advice, sent proposals and orders separately. Bookings are not completed conversations, repeated submissions are not new people and quotation revisions are not separate opportunities.
Investigate factual reasons and timing at drop-off. Exploring next year differs from rejecting an offer. Continue with organic lead quality and quotation management. A useful CRM prepares the next person's conversation.
Sources and editorial approach
Sources consulted on 12 October 2026. Inline references support the stated facts. ASRR compiled the workflows, matrices and fictional examples for this explanation. Example prices and outcomes are not customer results, prices or benchmarks. Other vendors’ documentation does not establish availability in Alpha.