Pipedrive Marketplace App for Duck Soup

Get a digital publisher startup over from sheets and printouts to pipedrive CRM and boost operations in 5 countries.
  • crm
  • automation
  • script
Project thumbnail

Project Goals

Problem

Solution

CRM Migration: We switched from Dynamics 365 to a leaner, modern pipedrive CRM. We created a simple membership functionality within the CRM, completely removing manual work from that process. Digitisation: We moved the client from a pen and paper sales process to teams working directly within pipedrive CRM. This process completely removed manual transfers, slowdowns and exposure to human error. Automation: We created and automated simple personalized documents, removing manual invoicing and streamlining client on-boarding process.

Outcome

The Resort Hotel Club now operates with a modern, efficient, fully digitised system for handling hundreds of thousands of records and an extensive client history and prospect database. Lee Hulsamn says “Before metawork.studio’s help, we relied on individual staff to know what was going on with our customers. We now have a system that anybody can log on to and understand exactly what has been done and what needs doing.” “Now when we close deals, we have an automated set of emails for our new client. The data reports on cash flow, money owed and customer data that can see instantly are amazing. Our day-to-day work is simplified. For example, during Covid-19 lockdowns, we automated emails to go out to clients organised by postcode.”

What we used and how we did it

pipedrive
node.js
test

Kind words from our clients

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