Metabrain
MetaPipe
MetaHubWhat 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
- 2026-09-26 Pipedrive ↔ Planner task sync (umbrella): push, delta sync cron, assignee mapping, Personio→AD Open
- 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
- 2026-09-24 In-person capture: Sally recording, or chat instruction via MCPs without Sally Open
- 2026-09-24 M3 — Offer, Contract, Onboarding & Feedback (rest of Neumandatsprozess) Open
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