CRM Project

Embark Law · Support 2025

Duration 14 months

Tasks 228

Meetings 3

Recently touched

2026-10-12 Update Clockodo steps in Make to new API version Open
2026-10-12 Rechnungsemail-Versand: Automation & Support Inquiries Open
2026-10-01 Rechnungsemail-Versand Automation & Pipedrive/Clockodo Anfragen Done
2026-06-22 Forwarded: Weiterverrechnungs-Belege (re-billing receipts) Done
2026-06-20 Flatrate/Pauschale profitability stats in Pipedrive (existing data, no new products) Done

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Tech Stack

Pipedrive

CRM and Sales Pipeline Tool

Details Try Pipedrive

Make

Visual Automation Platform

Details Try Make

Bexio

Bexio is a Swiss-made back-office solution for small and medium-sized businesses. It covers the full range of administrative tasks — from quotes and QR invoicing to accounting, payroll, and CRM — all in one platform.

Clockodo

Clockodo is a cloud-based time tracking solution designed for small and medium-sized teams. It enables companies to track working hours, manage resources, and generate invoices — all from a single platform.

OOffice 365

Office 365 (now marketed as Microsoft 365) is a cloud-based subscription service that brings together the essential productivity tools for businesses of all sizes. It combines familiar desktop applications with cloud services, enabling teams to work from anywhere across all devices.

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