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CRM Financial Services

MIND | Pipedrive for M&A mandates

MIND Partners is a German M&A advisory that sells and buys companies on behalf of its mandates. Metawork onboarded them onto Pipedrive and automated the paperwork around a mandate: web-form intake, an investor database with proper tagging, and documents generated from live CRM data instead of copied between spreadsheets.

Tracked hours
73
Tasks
88

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

Tools used

  • Pipedrive
  • Make
  • Google Apps
  • Lemlist

What we built

  1. 01

    Intake

    Webflow form submissions writing into Pipedrive and a Google Sheet at once, creating organisation, person and lead

  2. 02

    Mandate automation

    Project creation on the deal, value population, contact labelling, and company and contact history carried onto the deal so a mandate starts with context

  3. 03

    Investor database

    Investor records imported and tagged so buyer approaches can be filtered and run per mandate, with Lemlist wired in for the sending lists

  4. 04

    Document generation

    CRM field mapping to spreadsheet cells, reading and writing single or grouped cells, applying formulas and producing the finished proposal from live data

  5. 05

    Onboarding

    Team onboarding sessions, mailbox and signature setup in Pipedrive, and an alert system so failures surface instead of stalling silently

Projects

  • Pipedrive Onboarding

    An M&A mandate produces a lot of documents and a lot of contact work, and both were living in spreadsheets. This project moved the mandate itself into Pipedrive and automated the paperwork hanging…

    What we built

    • Form intake
    • Mandate automations
    • Investor database
    • Document generation
    • Outreach lists
    • Team onboarding
    Read case study

Recently touched

  • 2026-02-03 [Pipedrive v2] Make scenarios update Done
  • 2026-02-02 The PDF report will be sent as an email attachment via Make.com. Done
  • 2026-02-02 [Pipedrive v2] Make scenarios update Done
  • 2026-01-21 Add previous history from contact + company to deal in pipedrive Done
  • 2026-01-13 Implement the AI salutation feature using the new OpenAI key. Done