CRM and Invoice Automation - TV Mount services

Worked with a Houston-based TV mounting service provider who needed help with client communication, CRM management, and invoicing. Meridian built them a chat agent integrated with Twilio for automated client communication, inquiry handling, and appointment booking. Also built a custom CRM in Airtable to manage leads, track job statuses, and maintain inventory. Automated invoice creation and quote generation using dynamic templates in Switchboard Canvas, enabling faster approvals. This solution saved the client's time spent on administrative tasks and improved customer satisfaction through faster response times.