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ConstructionUnited Kingdom

Automating Sales & CRM Workflows for London Polished Concrete

How London Polished Concrete Streamlined Lead Management and Quoting with SmartSuite

Client: London Polished Concrete (LPC)Duration: 3 months
Automating Sales & CRM Workflows for London Polished Concrete

About the Client

London Polished Concrete (LPC) is a specialty construction company offering high-end concrete polishing solutions in the UK, needing efficient lead and project management systems.

The Challenge

Before implementing the new system, LPC faced disconnected processes with CRM, quoting, and task management in separate tools or spreadsheets. Manual quoting slowed response times, limited visibility into sales pipeline health, and administrative bottlenecks consumed hours tracking emails and updates.

The Solution

  • Inbox & Lead TrackingAll inbound inquiries flow into SmartSuite, where they're qualified and tracked.
  • Sales Pipeline CRMOpportunities are managed through a structured pipeline, from lead to won.
  • Automated QuotingDetailed estimates and proposals are generated via automation and sent to prospects with minimal manual effort.
  • Project & Client ManagementOnce deals are won, they seamlessly convert into projects and client records.
  • Task ManagementBuilt-in task assignment and tracking keeps operations tight.
  • KPI DashboardA real-time SmartSuite dashboard provides visibility into sales performance, win rates, and lead sources.

The Results

aster Quotes – What used to take hours is now done in minutes
Time Saved – Sales and admin teams reclaimed multiple hours per week
Better Visibility – Management now has full visibility into the pipeline
Centralized System – Everything from inquiry to project handoff lives in one place

Tools Used

SmartSuite
Make (Integromat) for automation logic

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