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CRM Project

MACVAD · Ongoing Support

How Metawork set up Pipedrive CRM for a multi-region distributor operating across Europe, Australia, and New Zealand — lead management, multi-currency pricing, and deal tracking for a distributed sales team.

Tasks 1

MACVAD: Ongoing Support

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  • 2026-07-23 PD - Add "organisation signed retail terms and conditions" checkbox to organisations Open

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  • Business Central Integration

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  • Pipedrive Onboarding

    MACVAD's challenge was a cluttered Pipedrive setup with multiple overlapping pipelines, fragmented deal data, and manual processes scattered across spreadsheets. The sales team lacked visibility into…

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