Traffic Sources
Instagram / Facebook
TikTok / YouTube
Email / referrals
Systems
Flowrap: Automated Quote-to-CRM System
Replaced scattered DM-based quoting with a responsive site, a multi-step quote flow, and CRM automation that delivered instant quotes and structured every opportunity. Jan 2025 - Mar 2025 | Designer-Developer | Flowrap (Private Client).
Systems Growth Automation CRM
Potential pipeline
GBP 500k+ in week one
pipeline value, not necessarily closed revenue
Quote delivery
Instant via automated email
qualitative
Lead tracking
Centralised in Pipedrive
qualitative
Context
The problem
Flowrap had millions of followers across TikTok, YouTube, Instagram, and Facebook, with quote requests arriving from every direction.
Behind the scenes, the process was broken. Quotes were manually written, tracked inconsistently in DMs, and easy to lose across channels.
The business needed a single place for quote capture, a reliable pricing workflow, and a CRM-backed system to track and convert opportunities.
Goals
- Centralise quote capture instead of relying on scattered social and email conversations.
- Reduce manual pricing and quoting effort.
- Send instant quotes without waiting for manual follow-up.
- Create structured CRM records for every opportunity.
Outcomes
What I delivered
User-facing: a responsive website and multi-step quote flow that guides people through the key choices needed for vinyl wrap pricing.
Business-facing: an automation system that captures the form submission, runs custom pricing logic, sends a quote email, and creates trackable records in Pipedrive.
Delivery: I handled discovery, design, front-end build, deployment, and automation end to end.
Stack: vanilla HTML, CSS, JavaScript, Netlify Forms, Zapier, Outlook, and Pipedrive.
Key UI and flow screens
System demo
Short walkthrough of the live quote flow and connected automation.
System architecture
Flowrap System Architecture
Quote capture, pricing automation, instant email delivery, and CRM creation
User Flow
Flowrap Website
Responsive landing pages
Trust-building content
Quote Flow
Multi-step form
Key job inputs captured
Form Submission
Netlify form payload
Structured quote data
Automation Layer
Zapier Trigger
Submission received
Pricing Logic
Custom JavaScript
VAT + quote calculation
Email Output
Instant quote email
Sent via Outlook
CRM + Sales Ops
Contact Check
Match existing person
Pipedrive Person
Create if missing
Deal Creation
Quote value
Location
Contact details
Tracked Opportunity
Structured follow-up
No manual entry
Potential pipeline
GBP 500k+ in week one pipeline value, not necessarily closed revenueQuote delivery
Instant via automated emailLead tracking
Centralised in Pipedrive- Netlify form captures structured quote data from the website.
- Zapier runs custom JavaScript pricing logic, including VAT handling.
- Outlook sends the instant quote email.
- Pipedrive is checked for an existing contact before creating a new person and deal record.
System proof
- The original live build used Zapier to connect form capture, pricing logic, email delivery, and Pipedrive updates.
Outcome
Results
In the first week, the system captured over GBP 500k in potential leads, all structured in Pipedrive and processed without manual input.
The new flow saved admin time, delivered instant quotes, and gave the business one place to track and follow up on opportunities.
It is now a live operational system, not just a marketing site.
Trade-offs
I built the system in vanilla HTML, CSS, and JavaScript rather than using a framework. That kept overhead low and made it easier to move quickly while working independently.
The client's pricing structure was still evolving during delivery, so the system had to stay flexible. That meant prioritising robust pricing logic and automation over a heavier visual design phase.
Accessibility notes
The quote flow was built as a keyboard-navigable, ARIA-aware multi-step interface with clear progression and lightweight front-end behaviour.
A formal accessibility audit was not part of scope, so deeper testing with assistive technology remains a next step.
What I would improve next
Add step-level analytics so quote drop-off and quote-to-deal conversion can be measured properly.
Refine helper copy and decision points based on real customer behaviour now that the live system is in use.
Extend the CRM automation into richer follow-up sequences once the sales process is stable.
Want faster quoting and cleaner lead tracking?
I design and build conversion flows and CRM automation so leads do not slip and decisions happen faster.