InstaGroup

InstaGroup relies on efficiently passing leads from commercial partners to a national network of installers. But their process was bogged down by manual oversight, siloed spreadsheets, and fragmented communication via email and phone. This left the business vulnerable to service delays, data loss, and the potential for strained relationships. Without a more scalable, responsive system, InstaGroup risked undermining its own value proposition. A new approach was needed, one that could streamline lead handover, enable installer self-service, and build reliability into the system at scale.

Door4 replaced the fragmented status quo with a digital installer portal, designed to centralise lead handling, automate workflows, and improve speed to action. Our planning phase involved close collaboration with InstaGroup’s commercial team, wireframing functional requirements to meet real-world needs. The brief was clear: reduce admin burden, increase visibility, and improve trust across all touchpoints. Personalisation features such as staff imagery helped humanise the interface, while behind the scenes, strategic decisions—like implementing GraphQL and a Docker-based architecture—ensured long-term scalability and flexibility.

Delivery focused on building a secure, branded, user-friendly portal that guides installers through the lead process from start to finish. Key UX features included intuitive filtering, clear status indicators, and built-in automation for chasing, revoking, or updating stale leads. Security and data integrity were baked in from the start. Working in agile phases, Door4 supported InstaGroup through planning, design, build, and refinement, ensuring the solution evolved in line with business feedback and readiness for future ecommerce capability.

InstaGroup judged success on four key outcomes:

• Improved speed and accuracy of lead handling.
• A significant reduction in manual comms (calls and emails).
• Increased installer uptake and satisfaction.
• A platform ready to evolve with the business.

Operational metrics like workflow automation and reduced admin were matched with strategic measures like system scalability and partner confidence.

The new portal transformed how InstaGroup works with its installer base, turning a manual, error-prone process into a self-serve, scalable platform. Admin burden has dropped, lead progression has accelerated, and the risk of service failure has been reduced. Installers can now act faster and more independently, with greater visibility over their pipelines. Meanwhile, InstaGroup’s internal team is freed up to focus on growth, not micro-managing logistics. Crucially, the infrastructure now supports future automation, feature expansion, and ongoing digital evolution, positioning InstaGroup as a modern, responsive partner in a competitive market.