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← All case studies
CRM Home Improvement

South Florida Doors and Closets

South Florida Doors and Closets sells and installs doors and storage in Florida. Its team needed to track enquiries without manually matching calls to sales records. Calls now create Pipedrive leads with their source, assign follow ups and keep deal details updated.

Key Outcome

Incoming calls create sales records with their source, and automatic follow up tasks keep the next action visible.

Tracked hours
75
Tasks
176

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

Tools used

  • Pipedrive
  • Make
  • MCP
  • Justcall
  • Kixie – AI-Powered Calling and SMS Platform

What we built

  1. 01

    Incoming calls

    Calls create Pipedrive leads with the source of the enquiry recorded.

  2. 02

    Sales progress

    The first call can turn a lead into a deal, while inactive leads are archived automatically.

  3. 03

    Follow ups

    Tasks are scheduled and deal ownership follows the consultant handling the consultation.

  4. 04

    Referrals

    Referral forms create sales records with the enquiry source recorded.

  5. 05

    Messages

    Emails stay linked to contacts and deals, and notifications keep the team informed of changes.

  6. 06

    Ongoing care

    Regular checks and team guidance keep call records and follow up steps working.

South Florida Doors and Closets needed a clear record of where each enquiry came from and who should follow up. Matching calls, emails and referrals by hand made that harder. Pipedrive now receives call details, creates leads and assigns the next sales steps automatically.

Client feedback

After 2 years, we now have reliable lead source tracking!

South Florida Doors & Closets

CEO

Projects

  • Ongoing Support

    Regular support keeps call tracking, lead records and follow up work aligned in Pipedrive. The team gets automatic updates and help with email, reporting and sales changes.

    Read case study

  • Scheduling Foundation

    This project covers the scheduling foundation for South Florida Doors and Closets. The supplied record confirms that foundation task but describes no further completed features.

    Read case study

  • Pipedrive Call Tracking Integration

    This project is scoped to connect Pipedrive with Call Tracking Metrics. The supplied notes hold access and planning references but do not confirm completed features.

    Read case study

Recently touched

  • 2026-09-14 Add breaks + search and map deal_id Done
  • 2026-06-30 Installation Confirmation Email Issue Done
  • 2026-02-25 Test updates for Update to referral campaign Done
  • 2026-02-25 Sort out Lead Source situation Done
  • 2026-02-05 Review how is it was done, Nik requested Done