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← All case studies
CRM Fashion & Apparel

Derek Rose

Derek Rose is a UK luxury clothing brand. Staff had to find product images, copy order details and assemble sales reports by hand. Product images and order updates now reach Pipedrive automatically, and staff can request reports through chat.

Key Outcome

Product images, order updates and meeting bookings reach Pipedrive with less manual copying.

Tracked hours
255
Tasks
319

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

    Sales records

    Meeting bookings create or update Pipedrive deals and activities automatically.

  2. 02

    Product images

    Style codes on deals find the matching product images for sales presentations.

  3. 03

    Orders

    Incoming product and order files update Pipedrive, with checks for repeated orders.

  4. 04

    Customer follow up

    Form responses add notes and update the next follow up date automatically.

  5. 05

    Customer groups

    Customer activity helps the team identify groups for different follow up.

  6. 06

    Sales reports

    Staff request reports in plain language using current customer and order information.

Derek Rose is a UK luxury clothing brand. Sales staff spent time finding product images, copying order details and gathering figures for reports. Product images and order updates now reach Pipedrive automatically. The team can also ask for sales reports through chat.

Client feedback

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

Derek Rose Ltd

Projects

  • Ongoing Support

    Ongoing support keeps order imports and customer follow up working as the team's needs change. Partner form responses add notes and update due dates, while customer groups help staff plan their next…

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  • Brain MCP

    Staff can look up customers, check orders and ask Claude for sales reports using current business information. Shared working guides help the team repeat common tasks, with access limited to each…

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  • JotForm + AI Agent

    This evaluation checked whether JotForm's chat assistant could collect form answers for the sales team. It also reviewed how customers could edit earlier submissions and how the answers could reach…

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  • Image Automation

    Style codes from Pipedrive deals find matching product images in OneDrive and SharePoint. Sales staff can prepare customer presentations without searching shared folders for each item.

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  • Automatic Imports

    Product and order files update Pipedrive automatically. Customer matching and duplicate checks help the team keep orders clear, with export files available to check the results.

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  • Pipedrive Onboarding

    Pipedrive was set up around the team's sales stages, calls and meetings. Calendly bookings create or update sales records automatically, keeping attendees and meeting activities together.

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Recently touched

  • 2026-11-09 Pipedrive v2 update of the bigest scenario to Giga v2 + add code module to simplify arrays mess In Progress
  • 2026-11-09 [M05] Support Done
  • 2026-11-08 [Pipedrive v2] Update make scenarios In Progress
  • 2026-02-03 [M02] Support Done
  • 2026-02-01 [M01] Support Done