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CRM Consumer Goods

Doli Bottle

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.

Key Outcome

Enquiries, follow up emails, quotes and invoice drafts share the same sales records.

Tracked hours
52
Tasks
118

Tracked hours by project, as a share of the client total

Tools used

  • Pipedrive
  • Make
  • EasyBill

What we built

  1. 01

    New enquiries

    Website forms create sales records automatically, giving the team one place to follow each enquiry.

  2. 02

    Follow up emails

    Email sequences contact prospects automatically as they move through the sales process.

  3. 03

    Quotes and invoices

    Saved product details fill quote templates and carry into EasyBill invoice drafts.

  4. 04

    Sales tasks

    Follow up tasks are scheduled automatically, with weekends skipped.

  5. 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.

Client feedback

Es hat Spaß gemacht, mit Nikolai zu arbeiten. Das gesamte Setup, die Kommunikation und die Qualität waren genau das, was wir gesucht hatten. Ich kann ihn nur wärmstens empfehlen und werde auch an zukünftigen Projekten mit metawork.studio arbeiten.

Anatoli Teichrib

Mitgründer, DOLI GmbH

Projects

  • Sales Campaign Support

    This project keeps sales emails and everyday Pipedrive work running. The team gets cleaner prospect lists, automatic follow up tasks and help when an email campaign stops working.

    Read case study
  • Pipedrive Setup

    Pipedrive gives the sales team one place to handle enquiries, quotes and next steps. Website forms create records automatically, and saved product details help the team prepare quotes and invoice…

    Read case study

Recently touched

  • 2026-01-20 Doli 2025 Support Done
  • 2026-01-04 Short company name processor Done
  • 2025-10-28 Development the Pipedrive way for hanler of Short country support Done
  • 2025-09-04 [M08] Support Done
  • 2025-09-01 Tradeshow related tasks Done