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← Derek Rose
CRMAutomation Project Fashion & Apparel

Derek Rose · Ongoing Support

Ongoing support keeps order imports and customer follow up working as the team's needs change. Partner form responses add notes and update due dates, while customer groups help staff plan their next contact.

Duration 21 months
Tasks 218
Meetings 77

Support keeps the team's order imports and customer follow up working. New form responses update Pipedrive notes and due dates automatically. Regular checks and fixes address problems with incoming files.

What was built

  • Regular checks and fixes for product and order imports.
  • Partner feedback forms linked to the correct Pipedrive records.
  • Monthly form responses that add notes and update follow up dates.
  • Email templates and scheduled messages for partner follow up.
  • Customer groups and scores to help prioritise contact.
  • Checks and cleanup for duplicate customer records.

Recently touched

  • 2026-11-09 Pipedrive v2 update of the bigest scenario to Giga v2 + add code module to simplify arrays mess In Progress
  • 2026-11-09 [M05] Support Done
  • 2026-11-08 [Pipedrive v2] Update make scenarios In Progress
  • 2026-02-03 [M02] Support Done
  • 2026-02-01 [M01] Support Done

Other projects in this case study

  • Brain MCP

    Staff can look up customers, check orders and ask Claude for sales reports using current business information. Shared working guides help the team repeat common tasks, with access limited to each…

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  • JotForm + AI Agent

    This evaluation checked whether JotForm's chat assistant could collect form answers for the sales team. It also reviewed how customers could edit earlier submissions and how the answers could reach…

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  • Image Automation

    Style codes from Pipedrive deals find matching product images in OneDrive and SharePoint. Sales staff can prepare customer presentations without searching shared folders for each item.

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  • Automatic Imports

    Product and order files update Pipedrive automatically. Customer matching and duplicate checks help the team keep orders clear, with export files available to check the results.

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  • Pipedrive Onboarding

    Pipedrive was set up around the team's sales stages, calls and meetings. Calendly bookings create or update sales records automatically, keeping attendees and meeting activities together.

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