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CRM

Derek Rose

Derek Rose is a UK luxury fashion brand specializing in high-end apparel and accessories. Metawork built a comprehensive Pipedrive-based CRM and order management system including automated image collection by style code, inventory import orchestration, and ongoing support with advanced features like customer lifecycle tracking and AI-powered scoring.

Tracked hours
251
Tasks
314

Tracked hours by project, as a share of the client total

Tools used

  • Pipedrive
  • Make
  • JotForm
  • Calendly
  • Asana
  • OpenAI
  • MCP

What we built

  1. 01

    Pipedrive Setup

    CRM configuration, deal pipeline, activity tracking, webhook integration with Calendly

  2. 02

    Image Automation

    Automated product image collection by style code with Microsoft API integration and storage management

  3. 03

    Inventory Management

    Multi-scenario queue-based import system for product catalog data with CSV export and duplicate detection

  4. 04

    Order Processing

    Deal/order sync with customer number matching, subscription lifecycle tracking, and billing automation

  5. 05

    Calendly Integration

    Event enrichment with Pipedrive data, participant sync, automatic deal creation and updates

  6. 06

    Customer Lifecycle

    AI-powered customer scoring, segmentation, lead qualification system with Asana integration

  7. 07

    Ongoing Support

    Weekly monitoring, break recovery, scenario optimization, feature development, customer success

Client feedback

Metawork is a great team to work with. Knowledgeable, patient, inquisitive and friendly.

Derek Rose Ltd

Projects

  • Ongoing Support

    Ongoing Support covers the continuous operation and evolution of Derek Rose's Make.com automation stack from 2024 through present. The work spans three main areas: regular break recovery on the…

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  • Brain MCP

    Ask for a sales report in plain language, get it from live Pipedrive and inventory data. No export. Derek Rose runs its sales and order operations on the Pipedrive CRM system we built, with data…

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  • JotForm + AI Agent

    We ran a scoped evaluation of JotForm's built-in AI agent feature to determine whether it could replace or reduce manual data collation work inside Derek Rose's existing Pipedrive and Make.com stack.

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  • Image Automation

    The Image Automation project automated Derek Rose's product image collection workflow by style code. The system retrieves product identifiers from Pipedrive deals, searches Microsoft…

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  • Automatic Imports

    Automatic Imports is Derek Rose's largest and most complex project: a sophisticated multi-scenario inventory import system that processes product catalog data from upstream sources and syncs it into…

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  • Pipedrive Onboarding

    The Pipedrive onboarding project established the foundational CRM infrastructure for Derek Rose's sales operations. Work included configuring the Pipedrive instance with custom fields, deal pipelines…

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Recently touched

  • 2026-09-14 [Pipedrive v2] Update make scenarios In Progress
  • 2026-09-14 Pipedrive v2 update of the bigest scenario to Giga v2 + add code module to simplify arrays mess In Progress
  • 2026-09-11 [M05] Support Done
  • 2026-02-03 [M02] Support Done
  • 2026-02-01 [M01] Support Done