← PraxisMachen
CRM Project

PraxisMachen · MCP

How Metawork built a Pipedrive automation system for a German coaching consultancy — Brevo email marketing, Perspective form intake, EasyBill invoicing, and lead engagement tracking. ~333 hours delivered.

Duration 15 days
Tasks 7
Meetings 4

Recently touched

  • 2026-06-02 Impromptu Google Meet Meeting Done
  • 2026-05-30 Discuss internally next steps for Tom's practice; update Tom Open
  • 2026-05-27 Dr. Berit Seher / Nikolai Sokolov - Work Session Done
  • 2026-05-26 Impromptu Google Meet Meeting Done
  • 2026-05-19 Monika Schwarz / Nikolai Sokolov - Work Session Done

Other projects in this case study

  • 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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