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CARRY Products

CARRY Products is a subscription-based product company selling beverage containers and lifestyle accessories. Metawork completed their Pipedrive migration from Freshsales, full onboarding across all teams, and continues with light ongoing support.

What we built

  1. 01

    Pipedrive Migration

    Classic → Suite migration from Freshsales with data mapping, field restoration, custom property setup

  2. 02

    Onboarding

    8-part team onboarding covering sequences, workflows, permissions, products, dashboards, SmartDocs, and activities

  3. 03

    Data Integration

    Freshdesk sync, trade show lead imports, Apollo integration, Klaviyo export automation

  4. 04

    Automation

    Make.com scenarios for deal data export to Google Sheets, won deal processing, contact synchronization

  5. 05

    Team Training

    Recorded Loom videos, live onboarding sessions, ongoing support for product configuration

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CARRY Products