ByteDrive Automation System

Our project centers on automating and enhancing the client's existing system, which relies on the ByteDrive CRM platform. The primary objectives are to streamline lead management, automate email generation, and simplify the completion of essential Excel forms, including deck schedules and trim schedules. The project encompasses an end-to-end workflow that begins with lead generation from multiple sources, progresses through verification and contract signing, and concludes with final design distribution to clients

Problem Statement

The client faced several operational challenges, primarily revolving around the manual handling of leads from Vaati, Facebook, and WhatsApp. This manual process was time-consuming and prone to errors. Verifying leads for authenticity and completeness presented difficulties, leading to potential issues with false or incomplete deals. Additionally, contract signing and final design distribution processes lacked efficiency and automation.

Our Solution

To address these challenges, we designed and implemented a comprehensive automation system built on the ByteDrive CRM foundation. The solution commences with the automated acquisition of leads from various sources and their seamless transfer to ByteDrive. Automated verification processes ensure the accuracy and legitimacy of leads. Upon deal confirmation, contracts are generated and dispatched using DocuSign for electronic signatures

• Monday.com
• Gmail API
• CSV Parsing Library