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CRM Accounting

Dr. Schauer | CRM and a conversational Kanzlei stack

Kanzlei Dr. Schauer is a German tax and advisory firm. Metawork is rebuilding client acquisition in Pipedrive, from a qualification web form through classification to offer, and giving the team a conversational way to work: an MCP layer over the CRM plus a DATEV connector, so staff move data through an AI app instead of clicking through interfaces.

Tracked hours
178
Tasks
266

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

Tools used

  • Pipedrive
  • Make
  • DATEV
  • MCP

What we built

  1. 01

    Lead capture

    A multi-step qualification web form storing every answer against the Pipedrive person, organisation and lead

  2. 02

    Classification

    Answers drive qualification, each with its own follow-up path, plus a guided phone script for enquiries arriving at reception

  3. 03

    CRM structure

    Pipedrive fields, pipelines and stages designed around the qualification model, with inbound records syncing into respective CRM accounts

  4. 04

    Kanzlei MCP

    A team-facing MCP layer so staff reach CRM data, DATEV data and knowledge through an AI app

  5. 05

    Sync and alerting

    Nightly Pipedrive sync with a grouped alert digest, freshness-based conflict resolution

  6. 06

    Meeting notes

    A pipeline that captures meeting notes from Sally and turns them into summaries and assigned activities. Activities saved in Pipedrive and Microsoft Planner, depending on the assignee and their job.

  7. 07

    DATEV MCP

    The DATEV Connect API wrapped as MCP tools, multi-tenant with fail-closed firm resolution, deployed to Azure Container Apps with Entra authentication

  8. 08

    Compliance

    The paperwork such an integration needs in a German firm: AVV under Art. 28 and the professional-secrecy commitment under §203 StGB

Projects

  • CRM

    The client-acquisition process of a German tax and advisory firm, rebuilt in Pipedrive. The Neumandatsprozess starts with a qualification form and ends with an onboarded client, and every step in…

    What we built

    • Qualification form
    • Classification routing
    • Pipedrive structure
    • Reception path
    • Telephony
    • Inbound sync
    Read case study

  • Kanzlei MCP

    Ask in Outlook, get the mandate, the last meeting and the open tasks. No new app to learn, no DATEV screens to click through. Kanzlei Dr. Schauer is a German tax and advisory firm where only…

    What we built

    • Tool surface
    • Inbound sync
    • Alerting
    • Meeting notes
    • Playbooks
    Read case study

  • DATEV MCP

    Kanzlei Dr. Schauer keeps its accounting and client master data in DATEV, reachable only from the DATEV client on a Windows machine inside the office. We built an MCP server over the DATEV Connect…

    What we built

    • Endpoint inventory
    • Client & master data
    • Documents & postings
    • Tenant isolation
    • On premise relay agent
    • Sync backend
    Read case study

Recently touched

  • 2026-09-26 Pipedrive ↔ Planner task sync (umbrella): push, delta sync cron, assignee mapping, Personio→AD Open
  • 2026-09-26 Dr. Schauer -> DRS Pipedrive sync: inbound mapping rules (analog of PM->DRS) Done
  • 2026-09-25 Assignee mapping: Pipedrive user / name → Entra user (mail, not UPN) — minimum deliverable of the Planner sync In Progress
  • 2026-09-25 Planner → Pipedrive delta sync cron: read tasks updated since last successful run, write completion back In Progress
  • 2026-09-25 M5 — On-prem relay agent (.NET 8, MSI, signed) Open