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CRM

OSI Global

OSI is a B2B enterprise company providing supply chain management, order processing, and sales operations solutions. Metawork designed and built a comprehensive lead enrichment and order processing system that connects HubSpot CRM to multiple data sources (Zerobounce, Apollo, Sales Navigator, landing pages) and custom inventory systems. The platform automates the complete lifecycle from inbound lead capture through enrichment, qualification, opportunity creation, and order processing with dynamic pricing and cost calculation.

Duration 13 months
Tasks 421
Meetings 72
Scenarios 66

Recently touched

  • 2026-06-09 Booth panel design - due Apr. 7th Done
  • 2026-06-09 Catalog Page Update In Progress
  • 2026-06-09 Split global catalog table by manufacturer In Progress
  • 2026-06-09 Week 3 — Content Editors & Catalog Open
  • 2026-06-08 Catalog filter v2.0 Open

What we built

364hours
421tasks
66Make scenarios
13 monthsduration
  1. 01

    Lead Enrichment Pipeline

    Contact and company enrichment via Zerobounce (email validation), Apollo (company data), Sales Navigator (intent signals)

  2. 02

    Contact Lifecycle

    Contact disqualification logic; automatic lead creation from enriched companies; intent-based workflow routing

  3. 03

    Company Intelligence

    Company enrichment with recommended contact discovery; Last Enriched tracking; deduplication and validation

  4. 04

    Order Processing

    Purchase order parsing; landing cost calculation; inventory/chassis lookup; recurring shipment handling

  5. 05

    Lead Gen Landing Pages

    Custom landing page development; contact form to lead creation workflows; form submission analytics

  6. 06

    Pricing & Costing

    Dynamic pricing rules; drop-ship order filtering; vendor account mapping; line item cost calculation

  7. 07

    Alerts & Monitoring

    Scenario health monitoring; contact enrichment alerts; order processing break notifications; system observability

Projects

  • HubSpot Optimization

    OSI's HubSpot Optimization project is a large-scale initiative delivering a complete lead enrichment and order processing platform. The system combines multiple data sources (Apollo, Zerobounce,…

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  • Website Refresh

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  • Sales Automation

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  • Brain MCP

    ✅ Scaffold + tools ported from creatio-brain-mcp ✅ Make.com / Google Drive / Google Mail tools dropped (OSI is MS + HubSpot only, commit e6c9dbe) ✅ v1 plan locked — see specs/v1-plan.md ⏳ Tool…

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  • Service System

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  • Pricing agent

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