Client story · Laser cutting & fabrication
www.unitedmetalslaser.com.au ↗Quote requests that file themselves, from inbox to estimator queue
United Metals Laser is a laser-cutting and sheet-metal job shop in Perth, Western Australia. Quote requests used to arrive as emails with drawings attached and were keyed in by hand. We built an automation that reads each email, recognises a quote request, files it in Zoho CRM and stores the drawings in WorkDrive, ready for the estimators.
Laser cutting & fabrication
Industry
Australia
Country
Zoho CRM + Flow
Platform
What we delivered
Automatic RFQ intake for the estimating team
RFQ module in CRM
A dedicated Requests for Quote module with auto-numbering, sender links and a clear status path from New to Quoted.
AI email classifier
Each incoming email is checked automatically to decide whether it is a genuine quote request.
Customer matching
The sender is matched to an existing contact or lead, and a new lead is created when they are new.
Drawings filed automatically
A WorkDrive folder is created per RFQ and every CAD or PDF attachment is uploaded into it.
Linked back to CRM
The folder link and attachment count are written back onto the RFQ so estimators open everything in one click.
Roadmap to full quoting
Designed to extend into costing, branded quotes and a link with the shop's nesting and accounting systems.
CRM
Flow
WorkDriveProcess overview
How the solution runs, end to end
A simplified view of the workflow we built. Field-level rules, internal data and client-specific logic are kept confidential.
- 01Email arrives
A customer emails drawings to the sales mailbox.
- 02Classify
An AI step decides whether it is a quote request.
- 03Match
The sender is matched to a contact or a new lead is created.
- 04Create RFQ
An RFQ record is created with its own number.
- 05File drawings
A WorkDrive folder is created and attachments are uploaded.
- 06Queue
The RFQ lands in the estimators' queue as New.
Detailed blueprint shared with the client only
Integrations
Systems we connected
Every line below is a live data connection in the intake flow.
Outlook / M365Zoho FlowZoho FlowZoho FlowZoho CRMZoho FlowZoho WorkDriveResults
Where it landed
Verified reviews
From our Zoho projects
“Working with the team has been a genuinely positive experience. Highly professional, deeply knowledgeable, and consistently strong on the technical side. Throughout the project they were exceptionally responsive — especially in moments that required immediate attention — and always handled tasks with reliability and calm confidence. Clear communication, a proactive attitude, and real dedication. A pleasure to collaborate with, and someone I would gladly recommend.”
“I had the great opportunity to work with the team on a Zoho Desk and Facebook integration project. Highly skilled, responsive, and truly dedicated to achieving results — went above and beyond, even working late hours when needed, to ensure the project's success. I highly recommend them to anyone looking for a reliable and talented specialist.”
“It was really great working with the team! They could create really good systems on Zoho and mend them to your liking.”
“The best — delivered the job very fast. I recommend them for any Zoho jobs.”
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