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← PraxisMachen
CRMAutomation Project Healthcare Consulting

PraxisMachen · CRM Onboarding

This project connects the practice teams’ enquiries, email follow up and invoices through Pipedrive. Form submissions create customer records automatically, while email engagement and approved sales guide the next steps.

Duration 16 months
Tasks 121
Meetings 7

This project connects the practice teams’ enquiries, email follow up and invoices through Pipedrive. Form submissions create customer records automatically, while email engagement and approved sales guide the next steps.

What was built

  • Set up sales stages and staff access for the practice teams.
  • Save Perspective form enquiries as Pipedrive contacts and companies.
  • Record Brevo email opens and link clicks as sales activities.
  • Create EasyBill invoices when sales are approved.
  • Give staff training and guides for daily customer work.

Recently touched

  • 2026-02-03 MNL 2026 Support Done
  • 2026-02-02 [M01] Support Done
  • 2026-01-29 EasyBill: Create Invoices for approved deals (action based) Done
  • 2026-01-27 EasyBill: Create Invoices for approved deals (action based) - 2026 Part Done
  • 2026-01-27 Update to New Pipedrive Base URL all active P scenarios Done

Other projects in this case study

  • Ongoing Support

    This project keeps the practice teams’ customer records, emails and billing working together. It maintains the original setup and adjusts invoice and course handling when the team’s needs change.

    Read case study

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