Project Brief
Double Take Projections had an inconsistent approach from initial enquiry through to quotation.
The team took the opportunity to review their processes and identified the need for a more systemised approach that would improve efficiency and enable them to scale.
A document review revealed multiple versions of spreadsheets and documents supporting the same processes. Project examples were also inconsistent, making it time-consuming to share relevant samples with prospective clients.
The challenge was clear: become more responsive to new project enquiries while maintaining quality and control.
- Caspio’s low-code environment with advanced workflow capability
- Rapid build of a working prototype
- Quotation templates and standardised examples
- Strong management and security
Project Information
-
-
Client
Double Take Projections Ltd -
Double Take Projections are a creative and visual agency delivering permanent and pop-up interactive projection-mapping installations for agencies and brands of all sizes.
Featured on the Caspio “Low-Code, High-Impact” podcast
01
Introduction
Double Take Projections delivers high-impact projection and visual displays for live events. As demand grew, quoting and client communication were still handled largely by hand — a way of working that made fast, consistent responses hard to sustain and left the sales pipeline difficult to see and manage.
02
The solution
The solution was built with Caspio — and Caspio itself prompted how far it could go. What began as a simple quoting tool quickly evolved into a full CRM spanning the entire sales funnel: portfolio sharing, FAQs, pricing, terms, and structured, repeatable responses.
Because it runs on Caspio’s low-code platform, each new requirement could be added quickly without rebuilding from scratch. That flexibility turned a one-off quoting tool into a living system the team could keep shaping around the way they actually sell.
03
Project outcome
The result is a more focused, scalable, and responsive sales process. Quotes go out faster and more consistently, client engagement is clearer at every stage, and a structured pipeline gives Double Take the visibility to keep refining how they sell as the business grows.