Proposal Design, Project Management & CRM Implementation

The project delivered a comprehensive operational overhaul using ClickUp for project management and Pipedrive as the CRM. A "Configure, Price, Quote" (CPQ) system was built by integrating Qwilr and JotForm with custom pricing spreadsheets to track granular costs such as labor, bedding, and art accessories. The CRM pipeline was customized to track deal communications via email integration, while the project management system provided structure for daily workload management. This ecosystem enabled precise tracking of project profitability and streamlined the flow from client intake to final proposal.