PipedriveBuilding LeadRouter — Pipedrive lead routing SaaS
How we built a multi-tenant Pipedrive lead routing SaaS from scratch — real-time deal assignment with performance weighting, deal continuity, and multi-team separation.
View a selection of recent Pipedrive, Zapier and Active Campaign projects. We work with businesses of all sizes from sole traders to multi-nationals. If you want to increase sales whilst reducing your administrative burden, get in touch.
PipedriveHow we built a multi-tenant Pipedrive lead routing SaaS from scratch — real-time deal assignment with performance weighting, deal continuity, and multi-team separation.
Bringing AI into a regulated sales process — agents, transcription and reporting that respect compliance from day one.
Applying AI to the sales process — call transcription, lead scoring and AI-assisted outreach embedded in the CRM.
Case studyHow we built a multi-channel outreach machine in Pipedrive, Zapier and ActiveCampaign for a fast-growing B2B services business.
Case studyHow we mapped and shipped onboarding, nurture and renewal journeys in ActiveCampaign for a B2B SaaS scale-up — tied back to Pipedrive.
UK property investment specialist. Sales operations, Pipedrive structure and lead-to-deal automation tied to their marketing stack.
Case studyCase study: how we moved Sing Out and Read's spreadsheet-driven lead management onto Pipedrive with deep automation across Zapier, WebForms and Google Sheets.
Case studyHow we automated Hanlyn Property Maintenance's tenant scheduling process end-to-end across Facebook, Google Forms, Calendly, Zapier and Pipedrive — saving them an FTE.
Case studyHow we implemented Pipedrive end-to-end for a Los Angeles fintech startup in 2 weeks — including data cleansing, timezone formulas, Kixie integration and Autopilot lead routing.
Native iOS and Android app developed for Formby Fitness gym. Integrated with existing platform to allow members to book fitness classes. Receiving in excess of 30,000 opens/month.
Web based interface for enterprise client. Collates all management reports, assigns relevant staff members and automatically notifies key departments.
Custom Windows application designed and built to allow local barbers to track staff productivity. Staff input service provided, software opens till draw, prints receipt and populates Google Forms to provide management statistics.
Creating multiple Pipedrive Workflows and Automations enabling functionality such as automated movement of deals, based on prospect lead scoring. Saving the agency hours every week in repetitive admin tasks whilst ensuring each lead is followed up quickly and effectively.
Complex data cleanse and import. Our partner had multiple lead sources with many duplicates and custom fields. An essential requirement was to add timezones to Pipedrive ensuring agents would call within working hours.
A professional website to showcase an agencies work. Developed in WordPress to allow quick updates as required.
Web App developed for IBM's annual team building event. Allowed staff to record hundreds of videos of team building events and upload to management interface for judging.
Mobile app on iPhone / iPad and Android. Allows staff to report safety concerns, submitting GPS location, images and descriptions. Management interface displays all reports, alerts relevant stakeholders and assigns resources to action.
Tell us about your project and we'll work with you to understand your business and how we can help.