Metabrain
MetaPipe
MetaHub
Pipedrive 
HubSpot 
Make & Integrations 
Company Brains (MCP) This part of the Astos work brought existing sales information into Pipedrive and supported day to day sales administration. Quotes, invoice templates, and revenue reporting use the details held against each sale.
What was built
- Existing customer records and product details were brought into Pipedrive.
- Net revenue is calculated from the products on each sale, including their tax and amounts.
- Quote and invoice templates use the saved sales details.
- Missing quote numbers were filled in for older open sales.
- Work addressed sales emails landing in spam and moving activity dates when a project changes.
Recently touched
- 2026-07-14 Net-revenue calculator — source tax/amounts from deal line items (not deal-level) Done
- 2026-07-09 Net Revenue reporting Done
- 2026-07-05 Pipedrive emails landing in Astos spam (pure-HTML) — investigate + mitigate Done
- 2026-06-17 PD- sevdesk - Projects/Tally Done
- 2026-05-06 Templates: Quotes and Invoices Done
Other projects in this case study
Invoicing & Payments
Approved payment stages in Pipedrive produce sevdesk invoices. Invoice details and payment updates return to the sales record automatically.
Read case studyLicense Management
This project brings software licence records from eGroupware into Pipedrive so the sales team can see renewals alongside its other work.
Read case studyCRM Onboarding
Astos brought its existing contacts, sales, and products into Pipedrive, giving the team a shared place to prepare quotes and track opportunities.
Read case study