Lead Management & CRM Automation

To address the marketing limitations of Copper CRM, we engineered a custom automation ecosystem using Make.com (formerly Integromat). We built sophisticated workflows to trigger nurture campaigns and automatically advance deal stages based on specific criteria. Additionally, we integrated the CRM directly with Gmail for automated sales messaging and connected it to ClickUp to instantly generate project folders and task lists upon deal conversion. This automation significantly reduced manual data entry and accelerated the transition from sales to fulfillment.