Architectural Shading & B2B Pipeline
A high-ticket B2B manufacturer where commercial architect inquiries synchronize across CRM, webhooks, and project tracking without manual re-entry.
What the business needed
A high-ticket architectural manufacturing operation was managing architect and builder inquiries across disparate web forms, email threads, and phone logs. Inquiries sat between sales stages, quotes stalled without automated tracking, and estimating teams lacked instant project context.
What was built
- A unified inquiry routing engine that captures leads across trade portals, web forms, and direct inquiries.
- Bidirectional CRM synchronization connecting forms, webhook queues, and structured internal tracking boards.
- Automated qualification rules that calculate project scope, flag commercial bids, and notify estimators instantly.
- Fail-safes ensuring every architect inquiry receives immediate documentation and scheduled follow-up.
What changed
Every architect and builder inquiry now lands in one queue with its project details attached, so estimators start from the record instead of re-entering it, and the sales director sees the whole pipeline in one place.
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