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CRM

PraxisMachen

PraxisMachen (Mission Niederlassung — German coaching and consulting practices) needed comprehensive CRM automation for lead management, email marketing integration, and invoicing. Metawork built an advanced Pipedrive-based system integrating Brevo (Sendinblue) email marketing, Perspective form intake, EasyBill invoicing, and custom automation workflows to manage leads, track engagement, and generate invoices from approved deals.

Tracked hours
177
Tasks
200

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

Tools used

  • Pipedrive
  • Make

What we built

  1. 01

    Pipedrive CRM Setup

    Complete Pipedrive configuration with custom fields, deal stages, activity tracking, and multi-team permissions

  2. 02

    Email Marketing Integration

    Brevo (Sendinblue) integration tracking email opens and clicks as Pipedrive activities, enabling real-time engagement visibility

  3. 03

    Lead Intake Automation

    Perspective form integration saving leads directly to Pipedrive as contacts and organizations with full field mapping

  4. 04

    Invoicing Automation

    EasyBill integration creating invoices automatically when deals reach «approved» stage, grouping by billing fields

  5. 05

    Make.com Scenarios

    Multi-step workflows for activity creation, lead capture, invoice generation, with break system for error handling and monitoring

  6. 06

    2025-2026 Support

    Monthly automation maintenance, scenario debugging, API updates for Pipedrive base URL changes, new staging environments

  7. 07

    Documentation & Training

    System architecture diagrams, comprehensive Miro boards, Google Sheets mapping reference, live onboarding sessions

Projects

  • Ongoing Support

    PraxisMachen's ongoing support project maintains and evolves the Pipedrive automation system built during CRM Onboarding. Monthly check-ins and work sessions with Andreas, Udo, and other stakeholders…

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  • CRM Onboarding

    PraxisMachen's CRM implementation built a sophisticated multi-integration platform connecting Pipedrive to email marketing (Brevo), form intake (Perspective), and invoicing (EasyBill). The system…

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