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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.

Duration 9 months
Tasks 53
Meetings 5
Scenarios 4

Recently touched

  • 2026-06-18 Stefanie Ohnemus / Nikolai Sokolov - Work Session Done
  • 2026-05-11 Steffi: Checkin Done
  • 2026-05-08 Webhook-Anfrage failed Done
  • 2026-04-17 Impromptu Google Meet Meeting Done
  • 2026-04-14 Catchup Done

What we built

35hours
53tasks
4Make scenarios
9 monthsduration
  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

CARRY Products

Projects

  • Pipedrive Migration und Onboarding

    CARRY's Pipedrive migration from Freshsales was a comprehensive multi-phase project covering CRM platform migration, complete team onboarding, and automation setup. The work included…

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  • Ongoing Support

    Ongoing support for CARRY focuses on maintaining system stability and resolving data integrity issues that emerge post-migration. Work has included fixing contact data mapping to properly transfer…

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