Automation and Operations Optimization

Challenge / Client Objective

Drop Mobility, a fast-growing micromobility company, faced inefficiencies in managing its lead tracking operations for some of their markets. The existing workflow required call tracking, limited visibility into payment tracking, and inconsistent communication between teams when updates occurred. The client’s primary objective was to automate repetitive back-office tasks while maintaining accuracy and control across lead and communication systems. The goal was to reduce administrative workload, improve invoice turnaround time, and ensure accurate call tracking for both internal and external stakeholders.

Strategy / Approach

We designed and implemented a custom CRM and automation system tailored to Drop Mobility’s operational flow. The approach centered on simplicity, precision, and integration between core financial and communication tools.

• Built a streamlined CRM system using Airtable to consolidate client, invoice, call, and project data.
• Integrated automated invoice generation through Stripe, ensuring real-time accuracy and standardized templates.
• Implemented call tracking and notification automations to update relevant teams whenever key milestones occurred (invoice sent, payment received, or issue flagged).
• Established Slack-based automated status updates, providing instant transparency for team members without requiring manual reporting.
• Created customized interface, acting as a front-end for all related tables as well as a dashboard customized to track relevant call & lead metrics.

This setup emphasized reliability and scalability, allowing Drop Mobility to expand operations while reducing friction in daily processes.

Results / Outcomes

The project was completed in full, delivering immediate value through measurable operational improvements. Drop Mobility’s workflows now run with minimal manual input, significantly cutting administrative time and error rates. Notifications and tracking ensure all team members remain aligned on all relevant status updates in real time. The result is a unified CRM-driven ecosystem that supports faster billing cycles, transparent communication, and a stronger operational foundation for future growth.