- Tracked hours
- 52
- Tasks
- 118
Tracked hours by project, as a share of the client total
What we built
- 01
New enquiries
Website forms create sales records automatically, giving the team one place to follow each enquiry.
- 02
Follow up emails
Email sequences contact prospects automatically as they move through the sales process.
- 03
Quotes and invoices
Saved product details fill quote templates and carry into EasyBill invoice drafts.
- 04
Sales tasks
Follow up tasks are scheduled automatically, with weekends skipped.
- 05
Email quality
Undeliverable emails are marked on the contact record so the team can keep mailing lists clean.
Doli Bottle is a sustainable drinks brand whose sales team needed help following up enquiries and preparing quotes. Website enquiries now enter Pipedrive automatically, follow up emails go out on schedule, and sales details carry into invoice drafts.