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CRM

TRC: The Resort Club

The Resort Club is a leisure hospitality company offering membership-based vacation bookings and club benefits. Metawork built and maintains their Heroku-to-Make.com migration — replacing legacy Google Scripts and Heroku infrastructure with Make.com automation scenarios and Pipedrive deal workflows. The system handles member bookings, points management, document generation, and customer care automation.

What we built

  1. 01

    Make.com Scenarios

    Replaced Google Script automation layer with Make.com workflows for member bookings, activity tracking, deal creation, and document generation

  2. 02

    Pipedrive Deal Automation

    Deal pipeline for bookings and activities, automated stage transitions, member points deduction and balance tracking

  3. 03

    Booking Confirmation Workflow

    Automated generation and delivery of booking confirmation documents via Pipedrive actions

  4. 04

    Member Envelope + Club Card Generation

    Automated envelope and club card PDF generation triggered on deal actions

  5. 05

    Activity Tracking

    Pipedrive-based activity logging for member interactions, service requests, and check-ins

  6. 06

    Customer Care Automation

    Automated customer care deal pipeline with tagging, time-based tag expiration (6-month drop-off), and follow-up tracking

  7. 07

    Member Points System

    Automatic points deduction on bookings, balance updates, points-based member status management

  8. 08

    Legacy Script Analysis & Migration

    Analysis of existing Google Scripts, identification of critical functionality, planning and execution of Make.com migration

  9. 09

    Ongoing Support

    System monitoring, break fixes, scenario maintenance, document generation troubleshooting, connection management