The challenge
As the sales team grew, leads, installation dates and customer updates were spread across tools, and the CRM had to keep up without fragmenting.
What we built
- Leads and sales pipeline in Podio
- Installation tracking through permitting, install and inspection
- Automated customer status updates by SMS (GlobiFlow + smrtPhone)
- Sales rep performance tracking
- Zapier and Make connections to the company’s other tools
The result
The CRM scaled with the business and became its long-term operational backbone — reps and customers get consistent updates instead of a fragmented system.