Slice
Customer portal and automated collections workflow that helped Slice improve cashflow and remove friction from the booking journey.
Custom Software DevelopmentAI AutomationSoftware IntegrationsWeb Development
Custom Blinds & Awnings: Pipedrive + Calendly Automation
Lead management and booking automation that moved enquiries from Pipedrive into Calendly with less admin.
The challenge
The business needed enquiries, follow-up, and booking steps to connect more cleanly instead of relying on manual handoffs.
Without a tighter workflow, too much effort was going into routine coordination that should have been automated.
The approach
We linked the CRM and booking stack so the journey from lead capture to appointment scheduling was much more direct.
The automation was designed to reduce repetitive admin while keeping the customer handoff clear and reliable.
The result
Custom Blinds & Awnings now has a cleaner operational path from enquiry through to booked conversations.
The workflow is easier for the team to manage and scales better than the old manual process.
View other case studies
Search Property
Portfolio management platform that replaced a Google Sheets planner and gave Search Property a clearer client experience and stronger re-engagement.
Custom Software DevelopmentUI/UX DesignWeb Development
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