Overview

Our client urgently required a solution to take ownership of their business tech systems and ensure smooth operations. Their existing setup relied on multiple disconnected tools, manual processes, and inefficient automations that slowed down lead management, sales tracking, and reporting. Bacancy deployed an experienced CRM & Automation Specialist who streamlined the client’s CRM, integrated automation platforms, optimized sales pipelines, and built reliable workflows across email, SMS, and scheduling tools. This engagement helped the client achieve faster operations, higher efficiency, and improved lead-to-conversion tracking without downtime.

Technical Stack

  • HubSpot
  • Go High Level
  • Zapier
  • ActiveCampaign
  • Twilio
  • Slack
  • Google Data Studio

    • Industry

    Information & Technology (IT)

  • region

    • Region

    USA

  • project-size

    • Project Size

    Non- Disclosable

Highlights

Streamlined and optimized CRM workflows for leads, opportunities, and conversions

Built robust automations across Zapier, email, SMS, and scheduling apps

Designed and automated sales pipelines with accurate lifecycle tracking

Developed performance dashboards for sales, marketing, and operations KPIs

Challenges & Solutions

Disconnected tools causing manual errors and delays

  • Solution: We integrated CRM with scheduling, email, SMS, and Slack through Zapier, ensuring smooth end-to-end automation.

Inefficient sales pipeline tracking and poor reporting accuracy

  • Solution: Our expert developers rebuilt CRM pipelines with automation triggers and custom reporting dashboards for full sales visibility.

Time-consuming manual communication with leads and prospects

  • Solution: With the help of our Workflow automation developers, we implemented automated email/SMS sequences with conditional triggers, improving response rates and saving team time.

Lack of proactive monitoring and troubleshooting in daily workflows

  • Solution: We established error-handling workflows in Zapier and real-time Slack alerts to prevent downtime.

Core Features

  • End-to-end setup, workflow automation, pipeline management
  • Automated data flow across tools, minimizing manual work
  • Trigger-based campaigns for leads, follow-ups, and conversions
  • Calendly & OnceHub synced directly with CRM pipelines
  • Real-time alerts for deal updates, tasks, and errors
  • Sales, marketing, and operations KPIs in one place
  • no.-of-resources

    • No. of Resources

    03

  • time-frame

    • Time Frame

    February 2025 – June 2025

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