CRM development
|
Tbilisi, Georgia
|
2026
Overview
About the
project
YOLO sells gift certificates for experiences in Tbilisi. The site draws a large audience from search, and the team wanted to turn more of it into buyers.
We built the YOLO platform in 2024 and run its SEO. In autumn 2026 we added a sales layer on top: a CRM that tracks the customer journey from the first visit to certificate activation, wins back unpaid orders and feeds real payments to ads.
CRM
SEO
Pains
Five Pains the CRM Closes
01 Leads Got Lost Between Systems
Orders lived on the site, leads went to an external CRM, and the sync between them kept failing. Checkout leads never reached the sales team, and nobody noticed for months.
The new CRM reads the site database directly. Every order, payment, certificate and lead from site forms, the B2B landing and checkout lands in one kanban with an owner and a Telegram alert.
Where leads enter the CRM
Every source lands in one kanban with an owner
B2B quiz on the corporate landing
→
lead + Telegram alert
Unpaid order on yolo.ge
→
task for a manager
Forms on yolo.ge
→
lead with full journey
1 script
embeds the quiz on any site
0 plugins
needed on the WordPress side
02 Unpaid Orders Had No Owner
A visitor picked an experience, filled in checkout and left before paying. The site stored the order and did nothing else: no email, no call, no reminder.
With Phase 2, an unpaid order triggers an email right away and another after 24 hours. If the client stays silent, a manager gets a task with the order and contact details.
03 Nobody Knew Where Buyers Came From
GA4 counted visits, the site counted orders, and the two never met. The team saw who bought, but had no idea which channel brought them or how long they hesitated.
A light tracker on yolo.ge records source, UTM tags, click IDs, pages and sessions. Each order in the CRM carries the full path from the first visit to payment.
What every order now shows
Customer journey, attached to each order in the CRM
Source
Google, Meta, ChatGPT, direct, UTM tags
Pages
Events, venues and offers viewed
Sessions
Visits before the purchase
Days to buy
Time from first visit to payment
No third-party scripts
Click IDs saved
Works in ru, en, ka
Linked to every order
04 Ads Optimized for Clicks
Google Ads and Meta saw clicks and form fills. They got no signal about who paid, so budgets drifted toward cheap traffic.
Phase 3 sends paid orders back to Google Ads, Meta and GA4. Ad spend sits next to revenue in the dashboard, and the team sees the cost of a buyer for each channel.
05 Gift Recipients Disappeared
Most YOLO orders are gifts. The buyer pays, the recipient activates a code, and both drop out of sight. Certificates expired unused, and subscribers received no emails at all.
Now every recipient gets an account at activation, a welcome series and a reminder before the certificate expires. Segments split buyers, recipients and B2B clients for digests and holiday picks.
Outcome
Results
Phase 1 runs at crm.yolo.ge. YOLO sees every order, lead and certificate in one window, together with the path each buyer took. Requests from the corporate gifts landing arrive in the CRM with a Telegram alert.
Next goal: more paid orders from the same traffic, through follow-ups, reminders and ads that learn from real payments.
Pain → fix
Before and After
Each card pairs a pain YOLO lived with and what the CRM does about it.
Lost leads
Every lead in one kanban
Forms, the B2B landing and checkout land in the CRM with an owner and a Telegram alert
Silent carts
Follow-up for every unpaid order
An email right away, a reminder, then a task for a manager
Blind spots
Full path for every buyer
Source, pages, sessions and days to purchase on each order
Ads on clicks
Ads that learn from payments
Paid orders go back to Google Ads, Meta and GA4
Lost gifts
An account for every gift
Welcome series and a reminder before the certificate expires
Silent base
Emails by segment
Digests and holiday picks for buyers, recipients and B2B clients
Deliverables
What the Client Received
We built YOLO a CRM on top of the platform we already run: data sync, a customer journey tracker, a lead pipeline, a dashboard, triggered emails and ad attribution.
YOLO gets one system for every order, lead and certificate, with code it owns and no fee per seat.
SCOPE OF WORK · OCT – DEC 2026
One system for every order, lead and certificate
3
weeks to the MVP
3
build phases
6
CRM modules
0
per-seat fees
01 / 06
Site data sync
Clients, orders and payments
Certificates and activations
Partners and offers
Direct link to the site database
Admin panel left as it is
Replaces the Creatio lead sync
RESULT
One window for all orders
02 / 06
Customer journey tracker
Source, UTM, Google and Meta click IDs
Pages viewed and sessions
Days from first visit to purchase
Light script, no third-party services
Journey attached to every order
Works in ru, en and ka
RESULT
Full path for every buyer
03 / 06
Leads & sales pipeline
Site forms, B2B landing, unpaid orders
Kanban with an owner per lead
Telegram alerts for new leads
B2B quiz embedded with one script
Client card with full history
B2B stages: request, offer, deal
RESULT
B2B quiz live on the landing
04 / 06
Dashboard
Orders, payments and revenue
Unpaid orders by period
Activations by channel
Filters by channel and date
Google and Meta spend (Phase 3)
Cost per buyer by channel (Phase 3)
RESULT
Revenue by channel in one view
05 / 06
Triggered emails
Unpaid order: email now, again in 24 h
Manager task if the client stays silent
Abandoned cart series
Account for every gift recipient
Reminder before a certificate expires
Welcome series for subscribers
RESULT
Recovery flow for unpaid orders
06 / 06
Campaigns & attribution
Segments: buyers, recipients, B2B
Weekly digest and holiday picks
Paid orders sent to Google Ads and Meta
GA4 e-commerce set up
Ad spend next to revenue
RESULT
Ads learn from real payments
People Behind the Project
Project Team
Product & Client Relations: Vladyslav Trusov
Backend Development: Yevhen Zhyrin
Frontend & Tracker: Denys Anokhin
Analytics & Email Automation: Anna Borysenkova
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