← Dr. Schauer | CRM and a conversational Kanzlei stack
CRM Project Accounting

Dr. Schauer | CRM and a conversational Kanzlei stack · CRM

How Metawork built lead qualification in Pipedrive plus an MCP tool layer and a DATEV Connect integration for a German tax firm.

Duration 4 months
Tasks 38
Meetings 9

What was built

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 between had been someone's memory.

Area Description
Qualification form A multi-step web form that stores every answer against the Pipedrive person, organisation and lead, rather than collapsing it into a note
Classification routing Answers drive an A / B / C / Absage classification, each with its own follow-up path
Pipedrive structure Fields, pipelines and stages designed around that qualification model
Reception path A Gesprächsleitfaden so an enquiry arriving by phone is scored the same way as one arriving by form
Telephony 3CX connected to Pipedrive for the practice
Inbound sync Contacts, organisations and won deals synced from the firm's PraxisMachen channel into the new account, with a webhook for live lead creation
Offer & onboarding Offer creation and the post-meeting onboarding form, feeding master-data collection and the feedback and review step

The pricing side is its own problem: tax-service offers follow StBVV Zehntelsätze, so the offer engine has to calculate from the statutory schedule rather than from a price list.

Tech stack

Technology Role
Pipedrive CRM, leads, qualification, pipelines
Make.com Form intake, routing, the PraxisMachen sync

Project stats: 37 tasks, ~26h, running since May 2026.

Recently touched

  • 2026-09-02 Tax service (Steuerberatung) offer pricing — StBVV / Zehntelsätze engine Open
  • 2026-09-01 Reception phone-entry path for scoring (Gesprächsleitfaden) Open
  • 2026-08-31 Finish DRS form dev and test Pipedrive lead creation Done
  • 2026-08-30 M1 — Lead Capture & Qualification (Web → Pipedrive) Open
  • 2026-08-30 Lead scoring & qualify/disqualify engine Done

Other projects in this case study

  • DATEV MCP

    An MCP server wrapping the DATEV Connect API, so the accounting data a German firm keeps in DATEV is reachable from an AI assistant instead of only from the DATEV client. Reads are the primary use;…

    What we built

    • Endpoint inventory
    • Client & master data
    • Multi-tenancy
    • On-prem agent
    • Cloud deployment
    • CI/CD
    Read case study

  • Kanzlei MCP

    A team-facing MCP layer so the firm's staff move CRM and operational data through Claude instead of clicking through the Pipedrive interface. Only supervisors work in the CRM UI; everyone else gets…

    What we built

    • Tool surface
    • Inbound sync
    • Alerting
    • Meeting notes
    • Deployment
    • Onboarding
    Read case study