Case STAINLESSSWIM

CRM SYSTEM WITH STAINLESSSWIM

Solutions

Project Details

The client already had a Leads funnel in Trello, to which we added new funnels - CRM and Sorted. For each new funnel, we added the necessary stages.

STEP 1. CRM FUNNEL

STEP 2. Sorted Funnel

Previously, the client only used titles and descriptions. 

By utilizing the paid tier, we created a CRM-like system by adding custom fields necessary for the business. We created necessary fields and automation using Make, QuickBooks, DocuSign, and Mailchimp.

STEP 3. For instance

Each button was configured for action-automation. Now the client can automatically:

Additionally, we set up 10 workflow automations in Mailchimp.

One of the Mailchimp scenarios in Make:

A field was created that, depending on the sent email, triggers specific workflows in Mailchimp. After sending the email, the field with the specific company changes, allowing our client to always see which email was last sent to a particular client of their company.
Moreover, our client divides leads into Hot (sending 2 emails/week) and Cold (sending 1 email/week). Though the emails are identical, the order varies. We configured the workflow so that when the lead status changes from Hot to Cold or vice versa, the system recognizes the last sent emails, avoiding duplication.

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