Rodeo is a fast-growing project management SaaS with offices in Amsterdam and New York, built for the global creative market. As the team scaled, a patchwork phone setup was holding sales and support back — too many gaps, no visibility, and no clean connection to Pipedrive. With CloudTalk, Rodeo brought every call into one place, unlocked real-time performance data, and gave reps the tools to work smarter from anywhere.
About Rodeo
Rodeo builds project management software for creative professionals. Launched in summer 2016 in collaboration with creative agencies, the platform is designed to make project administration more efficient and clear — giving teams a structured way to manage their work without the overhead.
With offices in Amsterdam and New York, Rodeo serves a global market and continues to grow rapidly.
Problem
Scaling a Team Without the Right Tools
As Rodeo grew, equipping a diverse mix of sales and support reps became harder. The team needed a unified phone solution — one that could support inbound and outbound calls, connect cleanly to Pipedrive, and give managers real visibility into what was happening on the phones.
The previous setup didn’t deliver. There was no reliable way to track performance, no click-to-call efficiency for reps dialing from Pipedrive, and no call recordings for coaching. When something went wrong on a call, there was no way to go back and understand why.
Evaluation
Found at the Top of the Pipedrive Marketplace
With Pipedrive already at the center of Rodeo’s sales and support operations, the team went looking for a phone solution inside the Pipedrive marketplace. CloudTalk came up first — and after a demo, it was the clear choice.
The interface was straightforward. Call recording was built in. And the Pipedrive integration worked the way the team needed it to.
Solution
One Platform for Sales and Support
Rodeo’s customer support and sales teams started using CloudTalk for inbound and outbound calls. With 3 international numbers running through the platform, both teams had a consistent setup regardless of where they were working.
For managers, call statistics became the primary tool for understanding team performance. Instead of guessing, they had data — on call volume, agent activity, and queue behavior — and could use it to make adjustments.
The customer support and sales teams have been using CloudTalk for inbound and outbound calls for several months now. Thanks to regular analyses of the call statistics, they managed to optimize their processes in sales and customer support.
Click-to-call eliminated manual dialing from Pipedrive — reps could move faster with less friction. And call recordings gave success managers a direct window into previous conversations, without needing a full debrief from whoever handled the call.
When no agent was available, callers could leave a voicemail and get picked up later. The team also used business hours settings to make sure the right coverage was always in place.
Results
Better Data, Better Decisions
Since adopting CloudTalk, Rodeo’s teams have logged 1,420+ inbound and outbound calls and spent over 3,000 minutes on the phone with clients across 3 international numbers.
The bigger shift was operational. Regular analysis of call statistics let the team optimize how they handle both sales and support — spotting what was working, adjusting what wasn’t, and keeping reps accountable without micromanaging.
Call recordings became a coaching asset: sales reps could listen back to their own calls, and managers could review interactions without interrupting the workflow. Click-to-call made outbound dialing fast and consistent, both inside and outside of Pipedrive.
The result is a team that runs its phone operations on data, not instinct.
