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CRM Construction & Solar

RoofTech

RoofTech makes roofing and fall protection products in Germany. Staff had to keep sales enquiries, quotes and orders aligned across separate tools. Pipedrive and Xentral now keep customer details and sales progress updated automatically, with follow ups for new enquiries.

Key Outcome

Customer records, quotes and orders stay updated across Pipedrive and Xentral automatically.

Tracked hours
51
Tasks
25

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

Tools used

  • Pipedrive
  • Make
  • MCP

What we built

  1. 01

    Customer records

    Contacts and companies saved in Pipedrive become addresses in Xentral automatically.

  2. 02

    Quotes and orders

    New or changed Xentral quotes and orders automatically update Pipedrive deals.

  3. 03

    Enquiry follow ups

    Web calculator enquiries receive an email and a follow up task after one day.

  4. 04

    Customer outreach

    Email sequences help the team reconnect with inactive customers.

  5. 05

    Appointments

    Booking links and connected calendars support visits with time allowed for travel.

RoofTech sells roofing and fall protection products through a shop and project sales team. Staff needed to connect customer conversations with quotes and orders. Customer details now pass from Pipedrive to Xentral automatically. Xentral quotes and orders update Pipedrive, where staff can follow up.

Projects

  • RoofTech Sales Support

    This project groups ongoing support for RoofTech. The available record contains shared project references, but does not describe completed support changes.

    Read case study

  • CRM Onboarding

    RoofTech’s sales team can follow quotes and orders in Pipedrive. Customer details pass to Xentral automatically, while quotes and orders return to Pipedrive.

    Read case study

Recently touched

  • 2026-04-15 Create Make AI agent: sales assistant Done
  • 2026-04-15 Create Make AI agent: summarizer Done
  • 2026-03-15 Xentral sync Done
  • 2026-03-15 Xentral Sync 2: Save new / updated offers and orders from Xentral to Pipedrive Done
  • 2026-02-20 Initial import: comprehensive data export from Xentral, including all fields, contact names, and a unique ID. Done