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CRM Renewable Energy & Lead Gen

Unitedleads

Unitedleads manages financial brokerage contracts and partner referrals. Orders, commissions and invoices needed repeated handling across separate tools. Salesforce and Pipedrive now trigger commission calculations and invoices automatically as sales progress.

Key Outcome

Sales progress triggers commission calculations and invoice creation without repeated entry.

Tracked hours
256
Tasks
119

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

Tools used

  • Salesforce
  • Lexoffice
  • Make

What we built

  1. 01

    Contracts and orders

    Contract changes automatically create orders and update sales progress.

  2. 02

    Commissions

    Commission amounts are calculated from contract terms and order values.

  3. 03

    Invoices

    Completed orders create invoices with the customer and order details already filled in.

  4. 04

    Partner referrals

    Completed referral deals trigger commission billing and keep invoice copies with the deal.

  5. 05

    Reversed orders

    Credit notes and commission adjustments account for reversed sales.

Unitedleads manages financial brokerage contracts and referral partners. Staff needed to keep contracts, orders and commissions aligned with billing. Sales records now trigger order creation, commission calculations and invoices automatically. Invoice copies remain linked to the relevant sales records.

Projects

  • Salesforce Support

    Contracts, orders and billing stay connected in Salesforce. Completed orders create invoices automatically, with commissions and customer details already included.

    Read case study

Recently touched

  • 2025-01-16 [Q4] Support Done
  • 2024-10-02 [M09] Support Done
  • 2024-08-05 Final Tests + Monthly Done
  • 2024-07-30 Button in Account(ListView) that creates batch invoices + reports + Rebuild All System 4.0 Done
  • 2024-07-20 Create Invoice + Reports on Button click (from SF) Done