- Tracked hours
- 357
- Tasks
- 396
Tracked hours by project, as a share of the client total
What we built
- 01
Lead Ingestion & Routing
Automated lead import from multiple sources (forms, DealerDesk, broker platforms); XML format conversion; lead deduplication and validation
- 02

Pipedrive Sync
Contact and company creation in Pipedrive; lead stage automation; broker brand and model attribution
- 03
AutoCRM Integration
Form submission handling; XML preparation for dealer portals; signature and email template management
- 04
Data Quality
Weekly monitoring of automation scenarios; error handling and break-fix workflows; data cleanup and validation
- 05
Scenario Maintenance
Ongoing Make.com scenario development and iteration; v2.1 lead importer updates; performance optimization
- 06
Portal Customization
Custom customer portal updates; form submission UX improvements; meeting booking logic refinement