← Doli Bottle
CRM Project

Doli Bottle · Pipedrive Setup

Doli Bottle is a specialty beverage brand focused on sustainable and healthy drink products. Metawork built a complete Pipedrive-based sales infrastructure including lead management, quote generation, automation workflows, and has provided extensive ongoing support with advanced features like bounced email tagging, Apollo lead enrichment, and campaign management.

Duration 5 months
Tasks 20
Meetings 2
Looms 16

GoogleSpreadsheet - Logins + Data Mapping

What was built

Doli Bottle's Pipedrive setup was delivered as a comprehensive 3-part onboarding program covering all foundational CRM elements. The first phase focused on core Pipedrive configuration (customization, board structure, team roles), the second on sales funnel design with MQL (Marketing Qualified Lead) and SQL (Sales Qualified Lead) pipelines, email template setup, and contact form configuration. The third phase delivered advanced features including SmartDocs quote templates for professional proposal generation, EasyBill integration for invoice drafting, product configuration, custom dashboards, and workflow automation.

Integration work included embedding a lead capture form on the Shopify store, configuring Pipedrive's built-in contact form, and setting up email outreach campaigns with automated sequences. The system enables Doli to track prospects through the entire funnel from initial web form submission through deal closure, with automated email sequences nurturing leads at each stage.

Project stats: 20 tasks, 3 training sessions, SmartDocs + EasyBill integration, ~26h

Recently touched

  • 2024-11-27 Onboarding Part 3: Zoom Masterclass, Dashboards, MQL/SQL tweaks Done
  • 2024-08-13 Create automation to send out autoreply with scheduler link Done
  • 2024-08-13 Create Invoice Draft in EasyBill Done
  • 2024-08-13 Config: SQL Funnel (Deals, Quotes) Done
  • 2024-08-08 Final Fixes + Tests - DoBo-15 Done

Other projects in this case study

  • Support

    Ongoing support for Doli Bottle involves continuous monitoring of the Pipedrive and Make.com infrastructure, with substantial feature development and troubleshooting. The team conducts weekly checks…

    Read case study