Privacy Settings

Strictly Necessary

Required for the website to function. Cannot be disabled.

Always active

Analytics

Help us understand how visitors use the site so we can improve it.

Marketing

Used to deliver relevant ads and track their effectiveness.
← All case studies
CRM Hospitality & Travel

TRC: The Resort Club

The Resort Club manages holiday bookings and membership benefits. Booking paperwork and points needed to stay in step with member records. Pipedrive and Make now create booking documents, update points and organise customer follow ups automatically.

Key Outcome

Booking documents and member points update automatically from booking activity.

Tracked hours
57
Tasks
22

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

Tools used

  • Pipedrive
  • Make

What we built

  1. 01

    Bookings

    Booking actions automatically update sales stages and member records.

  2. 02

    Member points

    Bookings deduct points and update member balances automatically.

  3. 03

    Booking documents

    Booking confirmations are created and sent automatically.

  4. 04

    Membership materials

    Member envelopes and club cards are generated from deal actions.

  5. 05

    Customer care

    Follow ups and time limited customer labels update automatically.

The Resort Club handles holiday bookings and club membership benefits. Booking paperwork and points needed to stay connected with customer records. Automatic booking documents, points updates and customer follow ups now run through Pipedrive and Make.

Projects

  • Booking & Member Migration

    Club bookings, member points, and customer care run through Make and Pipedrive, with booking documents prepared automatically.

    Read case study

Recently touched

  • 2026-01-21 Replace Google Script + Heroku with make scenarios Done
  • 2026-01-21 [M12] Support Done
  • 2025-12-10 TRC: Customer Care Automation Done
  • 2025-12-08 TRC: updates for new customers Done
  • 2025-12-01 Development v1 - Production version (Deals) Done