ByteDrive Automation System

Our project centers on automating and enhancing the client's existing system, which relies on the ByteDrive CRM platform. The primary objectives are to streamline lead management, automate email generation, and simplify the completion of essential Excel forms, including deck schedules and trim schedules. The project encompasses an end-to-end workflow that begins with lead generation from multiple sources, progresses through verification and contract signing, and concludes with final design distribution to clients