How Our Client HaMitbah Ditched Excel Sheets and Built a Proper Sales Process with Pipedrive
Our client, a kitchen building and design company, was drowning in requests, managing everything in Excel, and had no structured follow-up process. A full Pipedrive implementation with WhatsApp integration and email automations by a certified Pipedrive expert turned chaos into a system that actually works.
The challenge: a growing kitchen company held back by spreadsheets
Our client, HaMitbah, is a kitchen building and design company handling a high volume of client requests - from initial designer consultations through to final installation. The problem was that their entire operation ran on Excel sheets. No structure, no follow-up reminders, no visibility into where each client was in the process.
When a designer received an email enquiry, the information had to be manually copied somewhere. When a prospect didn't reply, nobody knew. When a deal went quiet, it just disappeared. Our client was losing business not because of bad products or service - but because their sales process had no backbone. They needed a Pipedrive expert to build one.
- Excel sheets for everything - disorganised and error-prone
- No structured follow-up process per client stage
- Prospects from designer emails manually copied to spreadsheets
- No WhatsApp or communication tracking in one place
- Lost deals and sleepy clients falling through the cracks
- Client experience inconsistent across different reps
- Full sales process designed in Pipedrive - one place for everything
- Structured follow-up activities at every client stage
- New prospects auto-created in Pipedrive from designer email requests
- WhatsApp integrated with phone scripts for each stage
- Automated emails for onboarding, lost deals and re-engagement
- Consistent client experience regardless of which rep is handling it
"We were getting the enquiries - we just kept losing track of them. By the time someone followed up, the client had already gone to a competitor. The automation fixed that completely."
What we built: a full sales and client experience system
Kitchen sales is a high-touch, long-cycle business. A client goes from initial interest to signed contract over multiple meetings, site visits, design sessions, and quote revisions. Every stage needs a different type of communication - and it all needs to be tracked. As a Pipedrive consultant specialising in manufacturing and home services, we built a setup that handled all of it.
Sales process redesign in Pipedrive
We mapped the full kitchen sales journey from first enquiry to signed deal and post-sale follow-up. Each stage was built in Pipedrive with clear criteria, mandatory activities, and owner assignments - replacing the spreadsheet chaos with a structured process every rep follows.
External automation - email to Pipedrive
We built an external automation that picks up new prospect enquiries arriving in the designer's email inbox and automatically creates a contact and deal in Pipedrive - with all details mapped correctly. Zero manual entry from day one.
WhatsApp integration
We integrated WhatsApp as a communication channel directly into the Pipedrive workflow - so client messages, follow-ups, and appointment confirmations all get logged against the deal. No more conversations happening outside the system.
Phone script activities per stage
For each pipeline stage, we created structured phone script activities - giving reps the exact talking points and questions for that moment in the sales process. New reps onboard faster and experienced reps become more consistent.
Email automation sequences
We built three automated email sequences: an onboarding flow for new clients after deal closure, a re-engagement sequence for sleepy clients who went quiet mid-process, and a lost deal flow to keep the door open for future enquiries.
Document filing and deal documentation
We ensured all relevant deal documents - quotes, design files, site visit notes - were integrated into Pipedrive against each deal, so every rep had full context without digging through email chains or folders.
The results: from spreadsheet chaos to a structured sales operation
Zero manual prospect entry
Every new enquiry lands in Pipedrive automatically - no copying, no delays, no missed leads from a busy designer's inbox.
WhatsApp tracked in Pipedrive
Client conversations no longer disappear into personal phones - every WhatsApp message is logged against the deal for full team visibility.
Sleepy clients re-engaged automatically
The re-engagement sequence keeps the brand alive with clients who went quiet - without any manual effort from the sales team.
Consistent client experience
Phone scripts and structured stages mean every client gets the same quality experience - regardless of which rep is handling their deal.
"Before this, every rep had their own system. Now everyone follows the same process and the owner can actually see what's happening across the whole team. That visibility alone changed how we manage the business."
Why Pipedrive works for kitchen and home manufacturing businesses
Kitchen companies deal with long sales cycles, high-value deals, and clients who need to be nurtured carefully over time. As a Pipedrive expert working with manufacturing and home services businesses, we know generic CRM setups don't cut it - you need a system built around how your business actually sells.
- Pipeline stages mirror the real kitchen sales journey from enquiry to installation
- WhatsApp integration keeps client communication tracked without extra admin
- Automation handles the repetitive follow-ups so reps focus on the meaningful conversations
- Phone scripts at each stage create consistency across the whole sales team
- Re-engagement sequences recover leads that would otherwise be lost forever
- Document filing against deals gives every rep full context on every client
Is your manufacturing business still running on spreadsheets?
Book a free 30-minute discovery call with a certified Pipedrive expert. We'll show you exactly how Pipedrive can replace your Excel sheets and give your sales team a process that actually scales.
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