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Automated Email Generation for Construction CRM

Automation

The client faced several challenges in their business processes, including the manual handling of leads from Vaati, Facebook, and WhatsApp, which was time-consuming and error-prone. Verifying leads for legitimacy and completeness posed difficulties. Managing contract signing and final design distribution also lacked efficiency. These challenges hindered the client's ability to scale their business effectively.

Technologies Used

To address these challenges, we developed an integrated automation system that leverages ByteDrive CRM as the core platform. The solution starts by automating lead acquisition from various sources and transfers them to ByteDrive. Leads are then subjected to a verification process to ensure their authenticity. When a deal is confirmed, contracts are generated and sent out using DocuSign for e-signature. At the final design stage, outputs from Gmail are extracted and organized into CSV files for easy distribution to clients. ByteDrive, Make.com, Zapier, and ChatGPT are seamlessly integrated to facilitate this end-to-end automation, improving efficiency and accuracy in the client's business operations.

ByteDrive CRM

Make.com

Zapier

ChatGPT

Media Corner