How Stamina Helped Its Team Streamline Call Management Through CRM Integration

Stamina is a result-oriented sales consulting and automation company.

About Process

We began by analyzing Stamina’s calling workflows and identifying gaps in call tracking, visibility, and follow-up management. To create a more efficient process, we integrated the phone system with Pipedrive, ensuring every incoming and outgoing call was automatically logged and linked to the correct contact or deal.

We then configured call analytics, recordings, and voicemail management to give teams complete visibility into customer interactions. The result was a centralized communication workflow that improved accountability, streamlined follow-ups, and provided valuable performance insights for both internal teams and clients.

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The problem

Stamina needed a more efficient and structured calling process both internally and with clients. The CRM system lacked detailed visibility into call activity, making it hard to track conversations and manage follow-ups effectively.

What we built

Automatic logging of all incoming and outgoing calls directly in Pipedrive.
Call linking to the right contact or deal in Pipedrive, giving the team full context before picking up the phone.
Call analytics to monitor volumes, durations, and outcomes, driving better performance insights.
Voicemails and recordings for the whole team, ensuring no detail is missed.