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CRM

RoofTech

RoofTech is a German roofing and fall protection manufacturer operating a hybrid sales model: a self-service webshop (12% of revenue) and email-driven project sales for custom solutions (88% of revenue). Metawork built a Pipedrive CRM system integrated with their Xentral ERP to centralize deal tracking, automate data synchronization, and enable proactive customer reactivation campaigns.

Tracked hours
51
Tasks
24

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

Tools used

  • Pipedrive
  • Make
  • Calendly

What we built

  1. 01

    Pipedrive CRM Setup

    Sales-focused deal pipeline configured for quote and order tracking, contact/company database for 3,500+ prospects, email and calendar integrations with Microsoft 365

  2. 02

    Xentral ERP Integration

    Bidirectional sync: Pipedrive contacts/companies push to Xentral as addresses; Xentral quotes and orders sync back as Pipedrive deals with values and direct links

  3. 03

    Initial Data Import

    Comprehensive migration of 3,500+ companies, 2,700+ contacts, historical quotes and orders from Xentral to Pipedrive with field mapping and data cleaning

  4. 04

    Automated Workflows

    Deal creation triggers on new/updated Xentral quotes and orders; contact save action pushes to Xentral with ID tracking; on-site appointment scheduler with travel buffers

  5. 05

    Lead Follow-up Automation

    Web calculator leads tagged with WN label trigger 1-day delayed email and task assignment; customer reactivation sequences target ~2,700 inactive accounts with multi-step email campaigns

  6. 06

    Contact Categorization

    Label-based segmentation (Absturzsicherheit, Customer, Warmlead, Lead) enables targeted outreach; complex Pipedrive filters support English and German campaign versions

  7. 07

    Microsoft 365 Integration

    Two-way calendar sync, Teams integration for activity logging, automated scheduling with Calendly-style booking link

  8. 08

    Make.com Automation

    Multi-scenario orchestration for Xentral-Pipedrive sync, lead routing, and email campaign delivery

Projects

  • Support

    Read case study

  • CRM Onboarding

    Pipedrive CRM implementation for RoofTech, a German roofing and fall protection manufacturer. The project centralized sales tracking across the company's hybrid business model—webshop orders and…

    Read case study

Recently touched

  • 2026-04-15 Create Make AI agent: sales assistant Done
  • 2026-04-15 Create Make AI agent: summarizer Done
  • 2026-03-15 Xentral sync Done
  • 2026-03-15 Xentral Sync 2: Save new / updated offers and orders from Xentral to Pipedrive Done
  • 2026-02-20 Initial import: comprehensive data export from Xentral, including all fields, contact names, and a unique ID. Done