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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 14 months
Tasks 514
Meetings 80
Scenarios 69

Recently touched

  • 2026-08-01 Order Processing Workflow and Automation Exploration Frozen
  • 2026-08-01 IQR line-item automation: post-launch review remediation (C/RETRY code dedup + in_progress race fix) Done
  • 2026-08-01 Git push not working — Andrea reported Done
  • 2026-07-30 Post-Scope Work — out-of-budget extras (beyond the signed/budgeted scope) Open
  • 2026-07-30 Complete editor.osiglobal.com deployment — blog author bylines & Cloudflare access Done

What we built

519hours
514tasks
69Make scenarios
14 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

    We ripped out OSI Global's legacy WordPress installation and replaced it with a lightning-fast static site. To hit strict performance targets, we scaffolded the core project in Astro and built…

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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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  • Sales Automation

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  • Service System

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  • Pricing agent

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