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CRM information technology & services

Merlin Digital Solutions | Follow-ups from the call

Merlin Digital Solutions is a German digital agency running sales out of Pipedrive. Metawork reworked the account around how they actually sell: native automations for stage changes and no-shows, AI follow-up emails written from the Fireflies call recording, and a project lifecycle that keeps delivery in sync with the deal.

Tracked hours
36
Tasks
65

Tracked hours by project, as a share of the client total

Tools used

  • Pipedrive
  • Make
  • Fireflies

What we built

  1. 01

    Call to CRM

    Fireflies recaps attached to the deal, creating a lead when there is no deal yet

  2. 02

    AI follow-up

    Follow-up email drafted from the call notes with the right references, no more action items lost

  3. 03

    Native automations

    Lean setup: stage triggers and notifications, no-show handling, and the qualified-but-cannot-book handling which cluttered the pipeline before

  4. 04

    Telephony

    A CloudTalk tag set during the call creating the Pipedrive deal directly

  5. 05

    Upsells

    Upsell and new-sell deals spun off the original through a product multi-select instead of being retyped

  6. 06

    Data quality

    Phone numbers normalised to E.164; fields and lost reasons standardised

  7. 07

    Projects

    Historical won deals converted to projects in pipedrive, deal value synced to the linked project through Make, helper workflows driving the project lifecycle

  8. 08

    Reporting

    An SDR statistics dashboard on top of the cleaned data

Projects

  • Pipedrive Optimierung

    A working Pipedrive account reshaped around how the agency actually sells, with the call recording doing the work that a salesperson otherwise does from memory afterwards.

    What we built

    • Call to CRM
    • AI follow-up
    • Native automations
    • Telephony
    • Upsell handling
    • Data quality
    Read case study

Recently touched

  • 2026-06-16 Milestone 5: Extra Features Done
  • 2026-06-11 Upsell / new-sell deal duplication via product multi-select Done
  • 2026-06-07 Auto-Anlage Projekt bei "Won" + Standard-Projektvorlage Done
  • 2026-06-07 Deal value automation: sync deal value to linked project via Make Done
  • 2026-06-06 KI-Agents — Konfiguration Done