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← RoofTech
CRMAutomationBrain Project Construction & Solar

RoofTech · RoofTech Sales Support

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

Duration 5 months
Tasks 6
Meetings 1

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

What was built

  • Keep ongoing support in a dedicated project.
  • Keep shared project files available to the team.
  • Organise supporting work records and meeting notes.

Other projects in this 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

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