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Context

A T-shirt company was a fast-growing custom apparel company with walk-in stores and a corporate sales division. Their B2B sales arm had massive potential—but zero infrastructure. No CRM. No lead tracking. Just scribbled phone numbers and scattered spreadsheets.

The goal? Build a centralized sales system to organize leads, automate follow-ups, simplify quoting, and empower the team to close more deals—with less admin.

🧩 The Challenge

When we first joined, here’s what we were up against:

• 📂 Leads coming from everywhere: phone calls, store visits, emails, website requests—nothing tracked.
• 📉 Zero visibility into sales performance.
• 🧾 Quotes handled via Square with no CRM connection.
• 🔄 Reps manually updating spreadsheets (if at all).
• 🧹 Carla, the internal lead, manually merged 5 Excel sheets just to prep data for us.

They were originally considering HubSpot, but we quickly realized Pipedrive was the better fit:

• Lower cost.
• Simpler UX.
• Just enough firepower for what they needed (without the HubSpot bloat).

🔧 What We Delivered

We broke the project into 4 phases, each with targeted outcomes:

✅ Phase 1: Data Migration & CRM Setup