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CRM Licensing & Brokerage

Liquor License FL

Liquor License FL helps Florida businesses apply for liquor licences. County rules and lengthy forms made each application harder to manage. Forms now create Pipedrive deals automatically and send applicants emails suited to their licence and county.

Key Outcome

Applications create Pipedrive deals and relevant applicant emails automatically.

Tracked hours
417
Tasks
126

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

Tools used

  • Pipedrive
  • Make
  • JotForm

What we built

  1. 01

    Application forms

    Forms show relevant questions and confirmation pages for the applicant’s licence and county.

  2. 02

    Applicant tracking

    Submissions automatically create deals in Pipedrive.

  3. 03

    Applicant emails

    Applicants receive emails matched to their licence type and application details.

  4. 04

    Financing enquiries

    Applicants who request financing options follow a separate information and email path.

  5. 05

    Missing submissions

    Submission problems create activities for staff to investigate.

Liquor License FL helps businesses apply for liquor licences across Florida. Staff had to handle different county requirements and lengthy application details. Forms now send those details straight to Pipedrive, while automatic emails guide applicants through the next steps.

Projects

  • Application Intake & Follow-Ups

    Application forms send prospective customer details into Pipedrive, while automatic emails and text messages help the team follow up.

    Read case study

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