Projects

Podio CRM rebuild — new sales app & automation suite

An outgrown Podio CRM rebuilt from the ground up with a new sales app and a full automation suite.

Industry
Sales team · USA
Platforms
Podio · GlobiFlow
Result
5-star review and ongoing partnership

The challenge

The old CRM had outgrown the business: manual data entry, duplicate leads and no reliable follow-up for a growing sales team.

What we built

  • New app architecture with custom fields, views and calculated fields
  • Automated lead routing and follow-ups
  • Stage-change alerts for the sales team
  • Duplicate-lead prevention

The result

Manual data entry and duplicate leads removed; the client rated the work 5 stars and the engagement continues as an ongoing partnership.

More projects

Other work we have delivered

E-commerce & subscriptions

Zoho + Stripe + WooCommerce subscription & billing sync

Zoho CRM · Zoho Books · Zoho Creator · Stripe API · Webhooks

A rebuilt integration that keeps the WooCommerce store, Stripe subscriptions and the Zoho back office perfectly in sync.

Zero timeouts and zero duplicate records

B2B sales

Zoho CRM Blueprints & sales pipeline automation

Zoho CRM · Zoho Flow · Zoho Analytics · Deluge

An end-to-end automated sales cycle with structured pipelines, lead scoring, instant routing and live dashboards.

40% faster lead conversion

Ready to put your business on autopilot?

Tell us what you want to automate. We’ll reply within one business day with next steps — no obligation.