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CRM

OD Solutions

OD Solutions is a German B2B services company providing recruitment, consulting, and office services. Metawork redesigned and optimized their entire sales and operations stack, connecting HubSpot CRM to EasyBill invoicing and Asana project management, plus building specialized workflows for their Kanzleistelle (law office consulting) division. The company now runs on a unified platform that automates lead qualification, contact lifecycle, invoicing, ticket routing, and campaign tracking across all business units.

Duration 33 months
Tasks 729
Meetings 48
Scenarios 87

Recently touched

  • 2026-08-13 Daily Indeed job-posting monitor → HubSpot (Steuerfachangestellte) Review
  • 2026-08-07 OD Solutions 2026 Support Done
  • 2026-08-07 HS-003: Document Aircall callbacks in Google Sheet for daily HubSpot enrichment Done
  • 2026-07-27 HS-004: Fix AGB form → Google Sheets sync — Make IMLError (broken headers), recover missing leads Done
  • 2026-07-10 Sync Arbeitgeberformular submissions to Google Sheets (HS-002) Done

What we built

703hours
729tasks
87Make scenarios
33 monthsduration
  1. 01

    HubSpot Core Setup

    Contact and company objects; lead qualification workflows; pipeline stages (Openers, Setter, Verkauf); list-based automation and alerts

  2. 02

    Lead Lifecycle

    Contact disqualification logic; redundancy detection; lead-to-ticket routing; stage transitions based on meeting outcomes

  3. 03

    EasyBill Integration

    Invoice creation from HubSpot deals (one-time and recurring); customer sync; document generation with proper formatting

  4. 04

    Asana Integration

    Ticket creation from HubSpot; document generation (Briefing Docs, contracts); recurring task scheduling; status synchronization

  5. 05

    Kanzleistelle Workflows

    Dedicated pipeline for law office consulting division; ActiveCampaign campaign sync; partner status tracking; mailing sendout tracking

  6. 06

    Data Quality

    Contact archival and deprecation; duplicate detection; workflow error monitoring; weekly health reports and system analytics

Projects

  • Recruiting Backend

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  • Support 2025

    Support is the primary operational project for OD Solutions, managing ongoing platform stability, feature iteration, and break-fix across the entire HubSpot, EasyBill, and Asana ecosystem. The…

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  • Kanzleistelle

    Kanzleistelle is a specialized division project for OD Solutions' law office consulting services. The project implements a dedicated pipeline and workflow system within HubSpot that handles the…

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  • EasyBill + Asana

    EasyBill + Asana integration enables OD Solutions to automate the complete workflow from deal closure to invoice delivery to task execution. When a deal is won in HubSpot, a Make.com scenario…

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  • HubSpot Improvements

    HubSpot Improvements is the foundation project establishing OD Solutions' CRM core, lead lifecycle automation, and ongoing system health. The project implements a comprehensive lead qualification…

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