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← MACVAD
CRMAutomation Project Wholesale & Distribution

MACVAD · Pipedrive Onboarding

MACVAD’s sales team can follow leads and orders in one Pipedrive setup. Regional enquiry forms and automatic currency selection reduce repeated entry.

Duration 9 months
Tasks 45
Meetings 11

MACVAD’s sales team can follow leads and orders in one Pipedrive setup. Regional enquiry forms and automatic currency selection reduce repeated entry.

What was built

  • Bring sales stages together in one sales process.
  • Collect regional enquiries through web forms.
  • Assign currencies from the customer’s country.
  • Keep product variants and regional prices with sales records.
  • Give regional teams shared access to order emails.
  • Show deal progress and team activity in reports.

Recently touched

  • 2026-02-10 Wholesale customer order form Done
  • 2026-02-10 Wholesale customer order form Done
  • 2026-01-14 NZD Value on deals Done
  • 2026-01-04 NZD currency field for all dealsSubtask Done
  • 2025-12-24 [Update-1] Add condition on currency change + remove dev filter Done

Other projects in this case study

  • Ongoing Support

    This project helps MACVAD keep its sales records useful. A completed change lets staff record whether an organisation has signed the retail terms and conditions.

    Read case study

  • Business Central Integration

    This project covers planning how Business Central and sales work should connect. The available work record confirms a check in, but does not confirm a completed connection.

    Read case study

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