← 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 1 day
Tasks 4

Miro Board

GoogleSpreadsheet - Logins + Data Mapping

Recently touched

  • 2026-05-19 Monika Schwarz / Nikolai Sokolov - Work Session Done
  • 2026-05-19 Praxismachen / Tom Done
  • 2026-05-19 Check T2Med interfaces (export, anonymization, To-Do); send Monika proposal (data flow, anonymization, To-Do) Open
  • 2026-05-19 Discuss internally next steps for Tom's practice; update Tom Open

Other projects in this case study

  • Ongoing Support

    [GoogleSpreadsheet - Logins + Data Mapping]()

    Read case study

  • CRM Onboarding

    GoogleSpreadsheet - Logins + Data Mapping

    Read case study