← All case studies
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.

Tracked hours
722
Tasks
739

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

Tools used

  • Make
  • HubSpot
  • Asana

What we built

  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

    Read case study

  • 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…

    Read case study

  • 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…

    Read case study

  • 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…

    Read case study

  • 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…

    Read case study

Recently touched

  • 2026-09-25 Daily Indeed job-posting monitor → HubSpot (Steuerfachangestellte) In Progress
  • 2026-09-24 HubSpot contract renewal: hub dependency audit (Service/Content/Data/Revenue Hub Pro) Done
  • 2026-09-22 [KS] Cold Outreach: missing Qualified mirror WF — contacts don''t leave list 2653 Done
  • 2026-09-16 Hubspot workflow request for blacklist handling Done
  • 2026-08-30 Fix Enrich Active Customers write-back: street/number glue, PLZ overwrite, skip option Done