South Florida Doors and Closets · Ongoing Support

This project maintains the team’s daily sales work in Pipedrive. Calls, referrals and email activity feed into customer records, while regular support keeps follow ups and record quality on track.

What was built

• Create leads from Kixie and Call Tracking Metrics calls and record the enquiry source.
• Turn first calls into deals, archive inactive leads and prevent repeated lead records.
• Assign the responsible consultant and schedule follow up tasks.
• Create sales records from referral forms and retain their source.
• Keep Gmail messages linked to customer records and send deal update notifications.
• Check automatic updates regularly and show the team how to manage activity lists.