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CRM Services

Liquor License FL

Liquor License FL helps Florida businesses navigate the liquor license application process — a multi-step compliance workflow with county-specific variations and time-sensitive paperwork. Metawork built and maintains their full intake-to-CRM pipeline: JotForm-powered application forms with conditional branching and county-aware Thank You pages, Pipedrive for deal and applicant tracking, and Make.com scenarios that route data between systems, generate per-applicant emails, surface form-submission errors, and integrate optional financing-partner workflows.

Dauer 27 Monate
Tasks 126
Meetings 1
Branche Services

Zuletzt bearbeitet

  • 2025-07-03 Google Workspace migration and loan inconsistencies Done
  • 2025-07-03 Several attempts to search the reason fo the bug Done
  • 2025-05-29 Google Workspace migration issues Done
  • 2025-05-15 Google Workspace migration and issue with Pipedrive Done
  • 2025-04-17 Jason Long - Work Session Done

Liquor License FL

Liquor License FL helps Florida businesses navigate the liquor license application process — a multi-step compliance workflow with county-specific variations and time-sensitive paperwork. Metawork built and maintains their full intake-to-CRM pipeline: JotForm-powered application forms with conditional branching and county-aware Thank You pages, Pipedrive for deal and applicant tracking, and Make.com scenarios that route data between systems, generate per-applicant emails, surface form-submission errors, and integrate optional financing-partner workflows.

Projekte dieses Kunden

  • General

    The core system is a sophisticated JotForm intake flow (THYP form) with conditional logic that captures prospective clients based on their licensing situation — including whether they need loans,…

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