Case Studies

Explore how we have helped companies across various industries optimize their processes and achieve significant results.

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Interactive Vehicle Transport Price Calculator

Development of a comprehensive transport pricing calculator with real-time route visualization, weather analysis, and detailed price breakdown.

Key Results:

• 68% reduction in time spent creating quotes
• 34% increase in quote request conversion rate
• Complete elimination of calculation errors

Company:Car Haul Direct

West Chester, OH, USA

FinanceMondayQB

Stripe Invoicing and Financial Control Automation

Integration of CRM with financial systems for automatic invoice creation and payment tracking.

Key Results:

• 85% reduction in time spent on invoicing
• 30% acceleration in receiving payments
• Elimination of errors in data transfer

Company:EclipseGroup

Miami, FL, USA

FinanceQBMake

QuickBooks Integration for Automatic Accounting

Bidirectional synchronization between CRM and QuickBooks for seamless financial data management.

Key Results:

• 75% reduction in time spent on financial reporting
• Elimination of double data entry
• Increased accuracy of financial reports

Company:485 Logistics

West Chester, OH, USA

DocumentsMondayMake

Document Generation from CRM Status Changes

Automatic document generation system that creates documents based on CRM data changes.

Key Results:

• Document creation time reduced from 35 minutes to 2-3 minutes
• Complete elimination of data errors
• Standardization of all company documents

Company:Affiliated Medical Supplies

Atlanta, GA, USA

FinanceGoogleDriveSheets

Factoring Data Submission Automation

Automatic calculation and submission of accounts receivable data to factoring companies.

Key Results:

• Reduction of process from several hours to several minutes
• Elimination of human errors in calculations
• Improved transparency of factoring process

Company:LaneWise

State College, PA, USA

DocumentsDocuSignMonday

Sending and Receiving Documents for Signature

Complete document signing cycle with automatic status updates in CRM and cloud storage archiving.

Key Results:

• 70% reduction in document signing cycle time
• 20% increase in completed deal percentage
• Instant access to signing status for all process participants

Company:485 Logistics

West Chester, OH, USA

DocumentsJotFormMake

Creating and Integrating Web Forms

Creation and integration of web forms with direct CRM integration for efficient data collection.

Key Results:

• Increase in form completion conversion to 60%
• Reduction of application processing time by 35%
• Elimination of errors in data transfer

Company:New Age Cabinetry & Coatings

Phoenix, AZ, USA

CRMMondayMake

Monday Integration with External Systems

Comprehensive integration of Monday CRM with multiple external systems for unified data management.

Key Results:

• Single center for managing all business processes
• 60% reduction in time spent switching between systems
• Increased transparency of all processes

Company:New Age Cabinetry & Coatings

Phoenix, AZ, USA

CRMMondayMake

Deep Notification Tree by Triggers

Complex automatic notification system with conditional triggers based on CRM actions.

Key Results:

• 75% reduction in reaction time to project changes
• 40% increase in customer service satisfaction
• Reduction of missed updates and deadlines to zero

Company:MC Keeper

West Chester, OH, USA

CustomConsultationYour Industry

Create Your Custom Solution

Tell us about your business challenges, and we will create a tailored automation solution that fits your specific needs and goals.

Key Results:

•Personalized solution design based on your workflow
•Expert consultation included with automation specialists
•Tailored to your needs and industry requirements

Company:Your Company

Your Location

CRMMondayGoogle Data Studio

Creating Informative Dashboards

Development of customized interactive dashboards for real-time business monitoring.

Key Results:

• 80% reduction in time spent on reporting
• Decision-making based on up-to-date data
• 35% increase in management efficiency

Company:DreamLine

Vancouver, WA, USA

IndustryQBMake

Boxed Solution for Car Hauling Companies

Unified system for vehicle transportation companies including order management and payment control.

Key Results:

• 60% reduction in order processing time
• Elimination of errors in calculations and invoicing
• Automated accounts receivable control

Company:LaneWise

State College, PA, USA

IndustryMondayCAD

Boxed Solution for Kitchen Cabinetry Manufacturers

Centralized system for kitchen furniture manufacturing companies to manage orders, design, and production.

Key Results:

• 30% reduction in order fulfillment cycle
• 85% reduction in specification errors
• 20-25% increase in project profitability

Company:AllWood Design

San Diego, CA, USA

IndustryMondayMake

Boxed Solution for Music Labels

Centralized system for managing music assets, royalty calculations, and copyright control.

Key Results:

• Aggregation of all tools used in one place
• 75% reduction in administrative work
• Accurate and timely calculation and payment of royalties

Company:SUQEAK E CLEAN STUDIOS

USA, Australia

IndustryMondayMake

Boxed Solution for Roofing Business with AI Components

Comprehensive solution for roofing companies with AI components for client communication and cost estimation.

Key Results:

• 40% increase in project cost estimation accuracy
• 25% reduction in project completion time
• Automation of client call reception

Company:Up-Struct LLC

Lynnwood, WA, USA

AIOpenAIVoice AI

AI-Voice Bot for Client Request Processing

Multi-level interactive voice assistant for processing client requests without operator participation.

Key Results:

• Automation of 60-70% of incoming requests
• Reduction of waiting time to minimum
• 24/7 operation mode without increasing staff

Company:Up-Struct LLC

Lynnwood, WA, USA

AIOpenAIMonday

AI Assistant for CRM Information Search

Integration of AI assistant into CRM interface for natural language data search and summarization.

Key Results:

• 90% reduction in information search time
• Fast adaptation of new employees
• Increased efficiency of working with clients

Company:SUQEAK E CLEAN STUDIOS

USA, Australia

AIOpenAI WhisperGoogle API

AI Speech-to-Text Parser for Client Communication Analysis

System for automatic transcription and analysis of client conversations to improve service quality.

Key Results:

• 90% automation of conversation analysis
• 75% reduction in time spent on call quality control
• Identification of deviations from scripts and problem areas

Company:Various Companies

Multiple Locations

System IntegrationsSheetsMake

Complex Calculations for Financial Computations

Automated financial calculation system for handling complex payment structures with multiple variables.

Key Results:

• 90% increase in calculation accuracy
• 75% reduction in time spent on payment calculations
• Pricing optimization and increased margin

Company:SUQEAK E CLEAN STUDIOS

USA, Australia

System IntegrationsSlackMake

Slack Notification Automation

Complex automatic notification system in Slack with filtering, routing, and priority management.

Key Results:

• 80% reduction in missed notifications
• 30% increase in team work efficiency
• Centralization of communications and reduction of meaningless notifications

Company:MC Keeper

West Chester, OH, USA

System IntegrationsTwilioMonday

Telephony Setup and CRM Integration

Integration of telephony systems with CRM for automatic call logging and customer data management.

Key Results:

• 60% increase in call processing efficiency
• Saving complete history of client communications
• AI analysis of conversations to improve service quality

Company:EclipseGroup

Miami, FL, USA

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