Custom CRM for VIP Pet Travels
TapeGoogle Maps APIStripeTwilioProcFuWebhooks
The Problem: Manual quote and booking process causing delays and inefficiencies
The business owner spent full days driving and then manually processed quotes and booking requests with significant delays and overhead. This slowed response times and limited growth.
The Solution: Automated CRM with distance-based pricing, client portal, and SMS follow-ups
This custom CRM automation cut admin time by over 60%, sped up quote delivery from days to under an hour, and boosted client engagement with automated SMS follow-ups driving more bookings without adding headcount.
I built a multi-stage automated workflow integrating Tape App CRM, Google Maps APIs, ProcFu portals, Stripe, and Twilio SMS to streamline quote requests and bookings:
Version 1 (V1)
- Inquiry captured via webhook and sent to Tape CRM, automatically creating contacts, enquiries, bookings, and logging emails.
- Google Maps Geocoding and Distance APIs calculate travel distance and duration for accurate pricing.
- Automated quote generation and dispatch.
- ProcFu portal for clients to resubmit locations and complete booking forms with signatures.
- Stripe integration for deposit payments.
Version 2 (V2) Enhancements
- Twilio SMS integration to increase quote visibility
- Automated follow-up emails sent 24 hours after inquiries to boost customer engagement
- Tracking quote view times to eliminate uncertainty
- Extended ProcFu portal to track enquiry and driving status in real time.
- Configuration screen added for client to update pricing and operational settings without developer help.
This automation reduced administrative overhead by over 60%, accelerated quote delivery from days to under an hour, and improved client communication with timely SMS follow-ups.