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CRM Services

Liquor License FL

Liquor License FL helps Florida businesses navigate the liquor license application process — a multi-step compliance workflow with county-specific variations and time-sensitive paperwork. Metawork built and maintains their full intake-to-CRM pipeline: JotForm-powered application forms with conditional branching and county-aware Thank You pages, Pipedrive for deal and applicant tracking, and Make.com scenarios that route data between systems, generate per-applicant emails, surface form-submission errors, and integrate optional financing-partner workflows.

Tracked hours
417
Tasks
126

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

Tools used

  • Pipedrive
  • Make
  • JotForm

Liquor License FL

Liquor License FL helps Florida businesses navigate the liquor license application process — a multi-step compliance workflow with county-specific variations and time-sensitive paperwork. Metawork built and maintains their full intake-to-CRM pipeline: JotForm-powered application forms with conditional branching and county-aware Thank You pages, Pipedrive for deal and applicant tracking, and Make.com scenarios that route data between systems, generate per-applicant emails, surface form-submission errors, and integrate optional financing-partner workflows.

Projects

  • General

    Liquor License FL is a Florida-based liquor licensing consultancy. We built their lead capture and nurturing system — a multi-step JotForm intake flow that routes to Pipedrive, with automated email…

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